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Bank OZK
OZK

Overview Fund Activity

464 hedge funds and large institutions have $4.67B invested in Bank OZK in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 177 increasing their positions, 150 reducing their positions, and 39 closing their positions.

Holders
464
Holders Change
+32
Holders Change %
+7.41%
% of All Funds
6.18%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
177
Reduced
150
Closed
39
Calls
$59.3M
Puts
$95.2M
Net Calls
-$35.8M
Net Calls Change
-$48.9M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$316M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$131M
3
Citadel Advisors
3
Citadel Advisors
Florida
$44.6M
4
State Street
4
State Street
Massachusetts
$334M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$125M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$133M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$22.7M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$1.89M
4
Bank of America
4
Bank of America
North Carolina
$7.79M
5
Diamond Hill Capital Management
5
Diamond Hill Capital Management
Ohio
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
426
Delta Asset Management
Tennessee
$8.28K -$2.23K -50 -21%
WA
427
Whipplewood Advisors
Colorado
$7.7K +$7.7K +173 New
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$7.62K +$802 +18 +12%
CA
429
Clearstead Advisors
Ohio
$7.39K – – –
PWM
430
Parkworth Wealth Management
California
$6.9K +$6.9K +155 New
FFA
431
Farther Finance Advisors
California
$6.37K -$2K -45 -24%
HNB
432
Huntington National Bank
Ohio
$6.06K – – –
TWC
433
TD Waterhouse Canada
Ontario, Canada
$6.05K – – –
AF
434
Allworth Financial
California
$5.45K -$3.01K -59 -36%
SSB
435
Sandy Spring Bank
Maryland
$5.34K – – –
GRP
436
Global Retirement Partners
California
$5.08K +$757 +17 +18%
JWA
437
JFS Wealth Advisors
Pennsylvania
$4.77K – – –
BIA
438
Bell Investment Advisors
California
$4.28K +$3.07K +69 +256%
BIG
439
Brooklyn Investment Group
New York
$4.05K – – –
HI
440
Horizon Investments
North Carolina
$3.88K +$132 +3 +4%
UB
441
UMB Bank
Missouri
$3.12K +$356 +8 +13%
HIA
442
Harbor Investment Advisory
Maryland
$2.14K – – –
IA
443
IFP Advisors
Florida
$2.14K +$2.14K +48 New
CPG
444
Cornerstone Planning Group
New Jersey
$2.05K – – –
AW
445
Avion Wealth
Texas
$2K +$449 +11 +29%
FMII
446
Farmers & Merchants Investments Inc
Nebraska
$1.92K – – –
EBA
447
Eagle Bay Advisors
New York
$1.78K – – –
MFT
448
Moisand Fitzgerald Tamayo
Florida
$1.69K – – –
FHA
449
First Horizon Advisors
Tennessee
$1.6K -$1.07K -24 -40%
BWL
450
Bogart Wealth LLC
Virginia
$1.38K +$1.38K +31 New
16 17
18
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