Bank OZK
436 hedge funds and large institutions have $4.52B invested in Bank OZK in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 168 increasing their positions, 163 reducing their positions, and 44 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
18% more call options, than puts
Call options by funds: $84.4M | Put options by funds: $71.3M
16% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 44
10% more capital invested
Capital invested by funds: $4.1B → $4.52B (+$424M)
4.62% more ownership
Funds ownership: 86.91% → 91.52% (+4.6%)
3% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 163
1% more funds holding
Funds holding: 432 → 436 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$44.3M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$40.1M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$24.6M |
| 4 |
SM
Senvest Management
New York
|
+$22.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$20.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$31.1M |
| 2 |
Newport Trust Company
Washington,
District of Columbia
|
-$21M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$20M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.9M |
| 5 |
Millennium Management
New York
|
-$14.1M |
OZK Hedge Fund Activity: Q3 2024 in Review
436 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q3 2024, worth a combined $4.52B — up 10% from $4.1B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new OZK positions and 44 closed out — a net gain of 7 holders — while 168 added to existing stakes and 163 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $44.3M. The largest seller was Jupiter Asset Management, cutting an estimated $31.1M.
- 436 institutional investors held Bank OZK (OZK) as of Q3 2024, up from 432 in Q2 2024.
- Funds reported $4.52B of Bank OZK stock for Q3 2024, up 10% quarter-over-quarter.
- 51 funds opened new Bank OZK positions in Q3 2024 and 44 closed out, a net change of +7 holders.
- The largest Bank OZK buyer in Q3 2024 was Wellington Management Group, an estimated $44.3M added.
- The largest Bank OZK seller in Q3 2024 was Jupiter Asset Management, an estimated $31.1M sold.
Based on aggregated 13F filings for Q3 2024.