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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 %
SB
201
Simmons Bank
Arkansas
$961K – – –
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$959K +$31.2K +700 +3%
HA
203
Harbor Advisors
Florida
$955K – – –
OPERF
204
Oregon Public Employees Retirement Fund
Oregon
$955K – – –
Man Group
205
Man Group
United Kingdom
$944K -$2.03M -45,693 -68%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$936K +$174K +3,911 +23%
CAMG
207
CWA Asset Management Group
Florida
$922K +$178K +3,986 +24%
First Manhattan
208
First Manhattan
New York
$910K +$131K +2,946 +17%
Axa
209
Axa
France
$902K -$4.76M -106,783 -84%
Creative Planning
210
Creative Planning
Kansas
$892K +$50.6K +1,137 +6%
GCP
211
GSA Capital Partners
United Kingdom
$878K -$1.1M -24,597 -56%
JFG
212
Jefferies Financial Group
New York
$853K +$853K +19,163 New
AF
213
Aviso Financial
Ontario, Canada
$849K -$7.04K -158 -0.8%
Stifel Financial
214
Stifel Financial
Missouri
$823K -$326K -7,312 -28%
NICM
215
Neo Ivy Capital Management
New York
$799K -$1.7M -38,288 -68%
Pictet Asset Management
216
Pictet Asset Management
Switzerland
$782K +$49K +1,100 +7%
Marshall Wace
217
Marshall Wace
United Kingdom
$762K +$762K +17,101 New
Walleye Trading
218
Walleye Trading
New York
$753K +$753K +16,913 New
LFAS
219
Level Four Advisory Services
Texas
$752K +$39.9K +896 +6%
1832 Asset Management
220
1832 Asset Management
Ontario, Canada
$733K – – –
LCM
221
Landscape Capital Management
New Jersey
$729K +$729K +16,381 New
TSS
222
Two Sigma Securities
New York
$721K +$721K +16,190 New
VPIM
223
Vanguard Personalized Indexing Management
California
$714K +$33K +742 +5%
CIA
224
Capital Investment Advisors
Georgia
$714K +$236K +5,302 +49%
Focus Partners Wealth
225
Focus Partners Wealth
Massachusetts
$710K +$105K +2,353 +17%
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9
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