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OceanFirst Financial

73 hedge funds and large institutions have $181M invested in OceanFirst Financial in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 23

5% more capital invested

Capital invested by funds: $172M → $181M (+$8.72M)

1% less funds holding

Funds holding: 7473 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
30
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$1.17M
CIM
27
Corbyn Investment Management
Maryland
$1.16M
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.08M +$117K +6,599 +12%
WCM
29
Wedge Capital Management
North Carolina
$946K
MCM
30
Munder Capital Management
Michigan
$926K +$58.9K +3,329 +7%
BIM
31
BlackRock Investment Management
Delaware
$837K +$2.3K +130 +0.3%
PPA
32
Parametric Portfolio Associates
Washington
$827K -$56.8K -3,214 -6%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$720K +$489K +27,655 +211%
Charles Schwab
34
Charles Schwab
California
$710K +$18K +1,020 +3%
RFC
35
Russell Frank Company
Washington
$677K
Deutsche Bank
36
Deutsche Bank
Germany
$557K +$194K +10,982 +53%
PGIM
37
Pacific Global Investment Management
California
$519K +$121K +6,865 +31%
AllianceBernstein
38
AllianceBernstein
Tennessee
$479K -$49.5K -2,800 -9%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$441K
TA
40
Teton Advisors
New York
$422K +$422K +23,850 New
NFA
41
Nationwide Fund Advisors
Ohio
$411K -$7.07K -400 -2%
CS
42
Credit Suisse
Switzerland
$364K +$67.5K +3,821 +23%
YMRC
43
Yorktown Management & Research Company
Virginia
$354K
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$345K -$11.8K -670 -3%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$338K -$3.54K -200 -1%
MAM
46
Martingale Asset Management
Massachusetts
$334K +$42.4K +2,400 +15%
TA
47
Teachers Advisors
New York
$333K
ZIM
48
Zacks Investment Management
Illinois
$316K +$52K +2,939 +20%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$296K
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$269K -$66.3K -3,751 -20%

OCFC Hedge Fund Activity: Q1 2014 in Review

73 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2014, worth a combined $181M — up 5.1% from $172M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of OCFC and 4 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 30 added.

The largest buyer was Phocas Financial Corp, opening a new position worth an estimated $2.55M. The largest seller was AlphaOne Investment Services, exiting entirely with an estimated $3.89M sold.

  • 73 institutional investors held OceanFirst Financial (OCFC) as of Q1 2014, down from 74 in Q4 2013.
  • Funds reported $181M of OceanFirst Financial stock for Q1 2014, up 5.1% quarter-over-quarter.
  • 4 funds opened new OceanFirst Financial positions in Q1 2014 and 5 closed out, a net change of -1 holder.
  • The largest OceanFirst Financial buyer in Q1 2014 was Phocas Financial Corp, an estimated $2.55M added.
  • The largest OceanFirst Financial seller in Q1 2014 was AlphaOne Investment Services, an estimated $3.89M sold.

Based on aggregated 13F filings for Q1 2014.