Bank OZK
OZK
428 hedge funds and large institutions have $4.54B invested in Bank OZK in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 50 closing their positions.
18% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 50
2.14% more ownership
Funds ownership: 84.66% → 86.79% (+2.1%)
2% more funds holding
Funds holding: 421 → 428 (+7)
1% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 149
6% less capital invested
Capital invested by funds: $4.85B → $4.54B (-$311M)
20% less call options, than puts
Call options by funds: $56.2M | Put options by funds: $70.4M
67% less funds holding in top 10
Funds holding in top 10: 9 → 3 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Giverny Capital
Montreal,
Quebec, Canada
|
+$41.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$37M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$35.5M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$22.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$61.4M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$44.1M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$21.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$19.7M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$9.59M |
OZK Hedge Fund Activity: Q1 2024 in Review
428 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q1 2024, worth a combined $4.54B — down 6.4% from $4.85B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new OZK positions and 50 closed out — a net gain of 9 holders — while 150 added to existing stakes and 149 trimmed.
The largest buyer was Giverny Capital, adding an estimated $41.5M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $61.4M.
- 428 institutional investors held Bank OZK (OZK) as of Q1 2024, up from 421 in Q4 2023.
- Funds reported $4.54B of Bank OZK stock for Q1 2024, down 6.4% quarter-over-quarter.
- 59 funds opened new Bank OZK positions in Q1 2024 and 50 closed out, a net change of +9 holders.
- The largest Bank OZK buyer in Q1 2024 was Giverny Capital, an estimated $41.5M added.
- The largest Bank OZK seller in Q1 2024 was Fuller & Thaler Asset Management, an estimated $61.4M sold.
Based on aggregated 13F filings for Q1 2024.