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OceanFirst Financial

71 hedge funds and large institutions have $171M invested in OceanFirst Financial in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $161M → $171M (+$9.99M)

6% more funds holding

Funds holding: 6771 (+4)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
2.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
31
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$864K +$41.2K +2,441 +5%
WCM
27
Wedge Capital Management
North Carolina
$860K -$45.6K -2,700 -5%
PPA
28
Parametric Portfolio Associates
Washington
$844K +$34.3K +2,031 +4%
RFC
29
Russell Frank Company
Washington
$833K +$167K +9,891 +25%
Prudential Financial
30
Prudential Financial
New Jersey
$831K +$256K +15,200 +45%
MCM
31
Munder Capital Management
Michigan
$829K +$103K +6,100 +14%
BIM
32
BlackRock Investment Management
Delaware
$827K -$5.42K -321 -0.7%
Goldman Sachs
33
Goldman Sachs
New York
$816K +$27.3K +1,619 +3%
Deutsche Bank
34
Deutsche Bank
Germany
$749K +$48.6K +2,878 +7%
Charles Schwab
35
Charles Schwab
California
$634K -$6.92K -410 -1%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$586K -$91.7K -5,437 -14%
AllianceBernstein
37
AllianceBernstein
Tennessee
$562K -$28.1K -1,665 -5%
TC
38
TFS Capital
Pennsylvania
$559K +$286K +16,940 +105%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$418K +$12.4K +733 +3%
NFA
40
Nationwide Fund Advisors
Ohio
$405K +$3.71K +220 +0.9%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$362K -$2.26K -134 -0.6%
YMRC
42
Yorktown Management & Research Company
Virginia
$338K
ZIM
43
Zacks Investment Management
Illinois
$336K +$335K +19,860 New
TA
44
Teachers Advisors
New York
$318K -$253 -15 -0.1%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$311K +$310K +18,362 New
NI
46
Numeric Investors
Massachusetts
$311K +$310K +18,368 New
Morgan Stanley
47
Morgan Stanley
New York
$300K -$141K -8,332 -32%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$283K
PGIM
49
Pacific Global Investment Management
California
$280K +$279K +16,537 New
MAM
50
Martingale Asset Management
Massachusetts
$279K

OCFC Hedge Fund Activity: Q3 2013 in Review

71 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2013, worth a combined $171M — up 6.2% from $161M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OCFC positions and 4 closed out — a net gain of 4 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $9.51M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $10.3M sold.

  • 71 institutional investors held OceanFirst Financial (OCFC) as of Q3 2013, up from 67 in Q2 2013.
  • Funds reported $171M of OceanFirst Financial stock for Q3 2013, up 6.2% quarter-over-quarter.
  • 8 funds opened new OceanFirst Financial positions in Q3 2013 and 4 closed out, a net change of +4 holders.
  • The largest OceanFirst Financial buyer in Q3 2013 was Basswood Capital Management, an estimated $9.51M added.
  • The largest OceanFirst Financial seller in Q3 2013 was Maltese Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2013.