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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 %
APF
126
Alaska Permanent Fund
Alaska
$2.72M – – –
Cerity Partners
127
Cerity Partners
New York
$2.69M +$394K +8,873 +17%
Connor, Clark & Lunn Investment Management (CC&L)
128
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.68M +$2.34M +52,562 +692%
WG
129
Watchman Group
Texas
$2.67M -$140K -3,138 -5%
MIM
130
MetLife Investment Management
New Jersey
$2.65M +$220K +4,937 +9%
OAM
131
Oppenheimer Asset Management
New York
$2.63M +$666K +14,946 +34%
EF
132
Empowered Funds
Pennsylvania
$2.63M +$2.63M +58,979 New
EGM
133
Engineers Gate Manager
New York
$2.61M +$1.97M +44,345 +309%
PCM
134
Palisade Capital Management
New Jersey
$2.58M +$752K +16,894 +41%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$2.53M -$2.24M -50,256 -47%
MOACM
136
Mutual of America Capital Management
New York
$2.48M -$57.8K -1,299 -2%
VF
137
Vest Financial
Virginia
$2.47M +$923K +20,729 +60%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$2.46M -$963K -21,520 -28%
DLP
139
De Lisle Partners
United Kingdom
$2.4M +$445K +10,000 +23%
Holocene Advisors
140
Holocene Advisors
New York
$2.35M +$2.35M +52,865 New
QEI
141
QSV Equity Investors
Illinois
$2.29M +$1.25K +28 +0.1%
AB
142
Amalgamated Bank
New York
$2.24M – – –
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$2.24M -$542K -12,171 -19%
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$2.2M -$180K -4,048 -8%
Massachusetts Financial Services
145
Massachusetts Financial Services
Massachusetts
$2.16M -$64.4K -1,446 -3%
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$2.14M +$116K +2,600 +6%
CCMINC
147
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.09M +$57.2K +1,285 +3%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$2.09M +$10.7K +241 +0.5%
SC
149
Savant Capital
Illinois
$2.08M +$14.6K +327 +0.7%
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
$2.06M +$133K +2,977 +7%
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6
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