Bank OZK
432 hedge funds and large institutions have $4.1B invested in Bank OZK in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 51 closing their positions.
33% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 51
1% more funds holding
Funds holding: 426 → 432 (+6)
0.12% more ownership
Funds ownership: 86.79% → 86.91% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 157
9% less capital invested
Capital invested by funds: $4.53B → $4.1B (-$428M)
18% less call options, than puts
Call options by funds: $70.6M | Put options by funds: $86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$76.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$40.3M |
| 3 |
Millennium Management
New York
|
+$39.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$35.3M |
| 5 |
WRBC
W.R. Berkley Corp
Greenwich,
Connecticut
|
+$26.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$111M |
| 2 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$73.4M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$70.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$52.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$21.2M |
OZK Hedge Fund Activity: Q2 2024 in Review
432 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bank OZK (OZK) for Q2 2024, worth a combined $4.1B — down 9.5% from $4.53B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new OZK positions and 51 closed out — a net gain of 17 holders — while 154 added to existing stakes and 157 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $76.8M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $111M.
- 432 institutional investors held Bank OZK (OZK) as of Q2 2024, up from 426 in Q1 2024.
- Funds reported $4.1B of Bank OZK stock for Q2 2024, down 9.5% quarter-over-quarter.
- 68 funds opened new Bank OZK positions in Q2 2024 and 51 closed out, a net change of +17 holders.
- The largest Bank OZK buyer in Q2 2024 was AQR Capital Management, an estimated $76.8M added.
- The largest Bank OZK seller in Q2 2024 was Fuller & Thaler Asset Management, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2024.