Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank Ozk Little Rock Ark (OZK)

492 + Investors. Track Smart Money conviction in OZK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — OZK

Based on 495 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their OZK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
495 hedge funds hold OZK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

259 buying250 selling
Last quarter: 259 funds bought or added vs 250 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~69 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 54 → 83 → 71 → 69. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
310 out of 495 hedge funds have held OZK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~69 new funds/quarter

72 → 54 → 83 → 71 → 69 new funds/Q
New funds entering each quarter: 54 → 83 → 71 → 69. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 21% new
Of 508 current holders: 342 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
53 of 495 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in OZK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OZK

In 2026 Q1, 259 hedge funds were net buyers of OZK (69 opened a new position, 190 added to an existing one), while 250 reduced or exited (176 trimmed, 74 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 45% of total institutional value in OZK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 495.

Hedge Fund Ownership: OZK

How many hedge funds hold OZK — quarterly history vs. share price
Quarterly hedge fund ownership of OZK vs. share price

Market Analysis: OZK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OZK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Bank Ozk Little Rock Ark (OZK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OZK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
OZK
+13.5%
XLF
+8.0%

OZK outperformed XLF by +5.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
OZK
+11.5%
XLF
+4.4%

Since the filing became public, OZK outperformed XLF by +7.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 3 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: OZK
492 + Investors

Track Smart Money conviction in OZK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 492 500 -1.6%
13F Shares 103M 107M -3.77%
Total Value $4.57B $4.93B -7.39%
New Positions 67 71 -4
Increased Positions 184 176 +8
Closed Positions 75 88 -13
Reduced Positions 173 191 -18
Total Calls 6 11 -45.45%
Total Puts 8 14 -42.86%
PUT/CALL Ratio 1.33 1.27 Bearish

Statistics: OZK

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Institutional Holders (2026 Q1)

492 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OZK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OZK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Twin Lions Management LLC 13.45% 485,160 $22.3M
2 Villanova Investment Management Co LLC 4.34% 92,256 $4.2M
3 Weybosset Research & Management LLC 3.17% 239,387 $11.0M
4 Fairholme Capital Management LLC 2.79% 921,252 $42.3M
5 Nitor Capital Management LLC 2.50% 70,770 $3.2M
6 Giverny Capital Inc. 2.07% 1,231,059 $56.5M
7 Horrell Capital Management, Inc. 1.87% 89,598 $4.1M
8 Wasatch Advisors LP 1.87% 6,126,398 $281.1M
9 Cabot Wealth Management Inc 1.56% 294,843 $13.5M
10 Belleair Asset Management, LLC 1.50% 35,800 $1.6M
11 Ballast Asset Management, LP 1.48% 72,305 $3.3M
12 Parrish Capital LLC 1.10% 26,486 $1.2M
13 Hodges Capital Management Inc. 0.96% 251,576 $11.5M
14 Ranger Investment Management, L.P. 0.90% 271,587 $12.5M
15 Numerai GP LLC 0.75% 162,114 $7.4M
16 Palogic Value Management, L.P. 0.73% 37,500 $1.7M
17 Wincap Financial LLC 0.72% 23,710 $1.1M
18 Moody Aldrich Partners LLC 0.69% 83,900 $3.9M
19 Algebris (uk) Ltd 0.68% 206,053 $9.4M
20 Rice Hall James & Associates, LLC 0.66% 259,593 $11.9M
21 Kennedy Capital Management LLC 0.66% 677,345 $31.1M
22 Legacy Capital Wealth Partners, LLC 0.58% 61,746 $2.8M
23 Fieldview Capital Management, LLC 0.55% 41,182 $1.9M
24 Quantbot Technologies LP 0.51% 273,225 $12.5M
25 TMB Capital Partners, LLC 0.50% 32,650 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Bank Ozk Little Rock Ark (OZK)

What does the Smart Money Trend signal show for OZK?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their OZK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OZK?

Slight buying edge — 51% buying: Last quarter: 259 funds bought or added vs 250 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OZK holders?

Elite ownership — 45% AUM from top-100 funds: 53 of 495 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in OZK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OZK?

63% of holders stayed for 2+ years: 310 out of 495 hedge funds have held OZK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Bank Ozk Little Rock Ark (OZK) following the 2026 Q1 hedge fund 13F filings?

As of today, OZK has moved +11.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of +7.1%. Since the quarter end (March 31, 2026), OZK has gained +13.5% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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