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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.

New
Increased
Maintained
Reduced
Closed
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 %
PWMG
451
Prestige Wealth Management Group
New Jersey
$1.34K – – –
SIC
452
SJS Investment Consulting
Ohio
$1.29K -$223 -5 -15%
SO
453
Sierra Ocean
California
$1.25K +$1.25K +28 New
NFSG
454
Newbridge Financial Services Group
Florida
$1.2K +$1.2K +27 New
DPW
455
DiNuzzo Private Wealth
Pennsylvania
$1.03K – – –
BGAI
456
Bruce G. Allen Investments
Colorado
$935 – – –
CWP
457
Concord Wealth Partners
Virginia
$846 – – –
CFO
458
CVA Family Office
Colorado
$712 – – –
CA
459
Continuum Advisory
Idaho
$401 – – –
GFPC
460
Global Financial Private Client
Florida
$356 +$356 +8 New
NMG
461
New Millennium Group
Utah
$178 +$178 +4 New
PA
462
PSI Advisors
Florida
$134 -$28.1K -628 -100%
LFG
463
Larson Financial Group
Missouri
$134 – – –
RWS
464
Retirement Wealth Solutions
Wisconsin
$45 +$45 +1 New
JAM
465
Jupiter Asset Management
United Kingdom
– -$14.4M -334,677 Closed
MGP
466
M&G plc
United Kingdom
– -$9.94M -231,195 Closed
FMI
467
F/M Investments
District of Columbia
– -$8.65M -201,211 Closed
CANY
468
Caxton Associates (New York)
New York
– -$2.69M -62,555 Closed
PHK
469
Point72 Hong Kong
Hong Kong
– -$1.77M -41,204 Closed
ROP
470
Rule One Partners
Georgia
– -$1.72M -40,001 Closed
CAM
471
Cresset Asset Management
Illinois
– -$1.45M -33,778 Closed
SCM
472
Semanteon Capital Management
Massachusetts
– -$1.22M -28,312 Closed
FPGT
473
Financial Partners Group (Tennessee)
Tennessee
– -$855K -19,896 Closed
TD Asset Management
474
TD Asset Management
Ontario, Canada
– -$800K -19,028 Closed
ECM
475
ExodusPoint Capital Management
New York
– -$739K -17,196 Closed
17 18
19
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