Question 1

Which hedge funds and institutional investors hold OZK?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for OZK shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for OZK whale holdings?

Accepted Answer

Conviction level reflects how significant OZK is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to OZK, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for OZK?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about OZK?

Accepted Answer

QoQ changes for OZK show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	6.1M	$281.7M	0.0%	$2896.4B
American Century	3.4M	$154.2M	0.1%	$194.3B
AQR Capital	1.6M	$72.8M	0.0%	$218.4B
Giverny Capital	1.2M	$56.5M	2.1%	$2.7B
Fairholme	921.3K	$42.3M	2.8%	$1.5B
Renaissance Tech	918.9K	$42.2M	0.1%	$63.9B
Millennium	909.6K	$41.7M	0.0%	$240.3B
Two Sigma	882.8K	$40.5M	0.0%	$123.9B
Tudor	666.7K	$30.6M	0.1%	$53.9B
Arrowstreet	588.2K	$27.0M	0.0%	$184.8B
Geode Capital	396.3K	$18.2M	0.0%	$1607.5B
Citadel	377.3K	$17.3M	0.0%	$618.5B
DE Shaw	318.9K	$14.6M	0.0%	$166.3B
Bridgewater	283.2K	$13.0M	0.1%	$22.4B
ClearBridge	239.0K	$11.0M	0.0%	$114.9B
DFA	228.6K	$10.5M	0.0%	$481.4B
Point72	221.6K	$10.2M	0.0%	$78.1B
Man Group	160.4K	$7.4M	0.0%	$55.1B
Hudson Bay	140.6K	$6.5M	0.0%	$29.0B
Brevan Howard	95.3K	$4.4M	0.0%	$11.3B
Schonfeld	91.9K	$4.2M	0.0%	$14.2B
Citadel	74.5K	$3.4M	0.0%	$618.5B
Franklin Templeton	73.8K	$3.4M	0.0%	$408.3B
ExodusPoint	50.6K	$2.3M	0.0%	$12.4B
Citadel	39.1K	$1.8M	0.0%	$618.5B
Caxton	33.8K	$1.6M	0.0%	$4.4B
Winton	26.7K	$1.2M	0.0%	$2.9B
Wellington	26.4K	$1.2M	0.0%	$535.5B
WorldQuant	20.9K	$960K	0.0%	$25.9B
Marshall Wace	16.3K	$750K	0.0%	$100.4B
DE Shaw	13.6K	$624K	0.0%	$166.3B
Balyasny	12.4K	$571K	0.0%	$77.1B
Gotham Asset	5.8K	$268K	0.0%	$32.7B
BlackRock	679	$31K	—	$5723.5B
LSV	503.8K	$23K	0.0%	$46.4M
Neuberger Berman (Eisman)	461	$21K	—	$131.4B
Northern Trust	116	$5K	—	$756.6B
Fidelity (FMR)	17	$780	—	$1898.4B

OZK

Who Holds OZK

Changes This Quarter