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OceanFirst Financial
OCFC

76 hedge funds and large institutions have $163M invested in OceanFirst Financial in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $169M → $163M (-$5.72M)

1% less funds holding

Funds holding: 77 → 76 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

28% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 32

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
+$2.23M
2
BCM
Basswood Capital Management
New York
+$1.4M
3
RCYC
Richard C. Young & Co
Rhode Island
+$1.25M
4
Brown Advisory
Brown Advisory
Maryland
+$724K
5
HAI
Hennessy Advisors Inc
California
+$266K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.18M
2
ECA
Endeavour Capital Advisors
Connecticut
-$995K
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$787K
4
Two Sigma Investments
Two Sigma Investments
New York
-$386K
5
Deutsche Bank
Deutsche Bank
Germany
-$377K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$1.27M -$37.8K -2,300 -3%
Prudential Financial
27
Prudential Financial
New Jersey
$1.2M +$24.4K +1,482 +2%
FG
28
FSI Group
Ohio
$1.1M -$7.25K -441 -0.6%
CIM
29
Corbyn Investment Management
Maryland
$1.04M – – –
Geode Capital Management
30
Geode Capital Management
Massachusetts
$1.02M +$71.1K +4,326 +7%
TCIM
31
TIAA CREF Investment Management
New York
$968K -$83.4K -5,074 -8%
MCM
32
Munder Capital Management
Michigan
$742K -$65.4K -3,977 -8%
PPA
33
Parametric Portfolio Associates
Washington
$727K – – –
BIM
34
BlackRock Investment Management
Delaware
$716K -$2.78K -169 -0.4%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$696K +$49.3K +3,000 +7%
Charles Schwab
36
Charles Schwab
California
$648K +$14.3K +867 +2%
Deutsche Bank
37
Deutsche Bank
Germany
$634K -$377K -22,901 -36%
RFC
38
Russell Frank Company
Washington
$569K – – –
TA
39
Teton Advisors
New York
$414K – – –
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$392K +$2.32K +141 +0.6%
AllianceBernstein
41
AllianceBernstein
Tennessee
$369K -$20.4K -1,240 -5%
MAM
42
Martingale Asset Management
Massachusetts
$352K +$822 +50 +0.2%
PGIM
43
Pacific Global Investment Management
California
$347K -$106K -6,438 -23%
YMRC
44
Yorktown Management & Research Company
Virginia
$318K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$306K – – –
TA
46
Teachers Advisors
New York
$292K -$24.7K -1,500 -8%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$245K -$82.2K -5,000 -25%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$238K – – –
NFA
49
Nationwide Fund Advisors
Ohio
$203K -$159K -9,700 -43%
SCM
50
Stevens Capital Management
Pennsylvania
$192K – – –
1
2
3 4

OCFC Hedge Fund Activity: Q3 2014 in Review

76 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2014, worth a combined $163M — down 3.4% from $169M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of OCFC and 4 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 23 added.

The largest buyer was Elizabeth Park Capital Advisors, adding an estimated $2.23M. The largest seller was JP Morgan Chase, cutting an estimated $1.18M.

  • 76 institutional investors held OceanFirst Financial (OCFC) as of Q3 2014, down from 77 in Q2 2014.
  • Funds reported $163M of OceanFirst Financial stock for Q3 2014, down 3.4% quarter-over-quarter.
  • 4 funds opened new OceanFirst Financial positions in Q3 2014 and 5 closed out, a net change of -1 holder.
  • The largest OceanFirst Financial buyer in Q3 2014 was Elizabeth Park Capital Advisors, an estimated $2.23M added.
  • The largest OceanFirst Financial seller in Q3 2014 was JP Morgan Chase, an estimated $1.18M sold.

Based on aggregated 13F filings for Q3 2014.