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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 %
ASRS
176
Arizona State Retirement System
Arizona
$1.39M +$13.6K +305 +1%
PD
177
Point72 (DIFC)
United Arab Emirates
$1.39M +$265K +5,946 +24%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$1.36M +$258K +5,798 +23%
Royal Bank of Canada
179
Royal Bank of Canada
Ontario, Canada
$1.33M -$70.1K -1,574 -5%
GG
180
Greenwood Gearhart
Arkansas
$1.31M -$24.9K -559 -2%
SA
181
Sanctuary Advisors
Indiana
$1.31M +$111K +2,183 +9%
LSERS
182
Louisiana State Employees Retirement System
Louisiana
$1.3M +$4.45K +100 +0.3%
IMRF
183
Illinois Municipal Retirement Fund
Illinois
$1.3M +$499K +11,209 +62%
KK
184
KLP Kapitalforvaltning
Norway
$1.26M +$1.26M +28,400 New
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$267K +6,004 +27%
SCM
186
Stevens Capital Management
Pennsylvania
$1.18M +$691K +15,526 +143%
MML Investors Services
187
MML Investors Services
Massachusetts
$1.13M +$178K +3,997 +19%
SOMRS
188
State of Michigan Retirement System
Michigan
$1.11M – – –
Corient Private Wealth
189
Corient Private Wealth
Florida
$1.11M +$43.3K +972 +4%
KLCM
190
KG&L Capital Management
Louisiana
$1.09M +$36.4K +818 +3%
DFCM
191
Dark Forest Capital Management
Puerto Rico
$1.05M +$610K +13,694 +139%
IIM
192
INTECH Investment Management
Florida
$1.04M +$671K +15,065 +180%
NMIMC
193
Northwestern Mutual Investment Management Company
Wisconsin
$1.04M +$1.65K +37 +0.2%
COPPSERS
194
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.04M +$1.83K +41 +0.2%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$1.01M +$25.7K +577 +3%
Osaic Holdings
196
Osaic Holdings
Arizona
$1.01M +$296K +6,655 +42%
NMERB
197
New Mexico Educational Retirement Board
New Mexico
$1M – – –
CB
198
Commerce Bank
Missouri
$983K -$46.8K -1,050 -5%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$975K +$119K +2,674 +14%
TI
200
Tidal Investments
Wisconsin
$961K +$9.13K +205 +1%
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8
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