Bank OZK
419 hedge funds and large institutions have $4.9B invested in Bank OZK in 2023 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 141 increasing their positions, 155 reducing their positions, and 25 closing their positions.
350% more funds holding in top 10
Funds holding in top 10: 2 → 9 (+7)
180% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 25
30% more capital invested
Capital invested by funds: $3.77B → $4.9B (+$1.13B)
10% more funds holding
Funds holding: 382 → 419 (+37)
9% less repeat investments, than reductions
Existing positions increased: 141 | Existing positions reduced: 155
2.89% less ownership
Funds ownership: 88.38% → 85.49% (-2.9%)
78% less call options, than puts
Call options by funds: $57.5M | Put options by funds: $261M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$44.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$19.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.4M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$9.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$40.9M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$34M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$22.7M |
| 4 |
State Street
Boston,
Massachusetts
|
-$16.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$15M |
OZK Hedge Fund Activity: Q4 2023 in Review
419 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q4 2023, worth a combined $4.9B — up 30% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new OZK positions and 25 closed out — a net gain of 45 holders — while 141 added to existing stakes and 155 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $44.2M. The largest seller was Millennium Management, cutting an estimated $40.9M.
- 419 institutional investors held Bank OZK (OZK) as of Q4 2023, up from 382 in Q3 2023.
- Funds reported $4.9B of Bank OZK stock for Q4 2023, up 30% quarter-over-quarter.
- 70 funds opened new Bank OZK positions in Q4 2023 and 25 closed out, a net change of +45 holders.
- The largest Bank OZK buyer in Q4 2023 was Morgan Stanley, an estimated $44.2M added.
- The largest Bank OZK seller in Q4 2023 was Millennium Management, an estimated $40.9M sold.
Based on aggregated 13F filings for Q4 2023.