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OceanFirst Financial
OCFC

71 hedge funds and large institutions have $171M invested in OceanFirst Financial in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $163M → $171M (+$8.34M)

7% less funds holding

Funds holding: 76 → 71 (-5)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
71
Holders Change
-5
Holders Change %
-6.58%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.12M
2
Victory Capital Management
Victory Capital Management
Texas
+$819K
3
BFC
Banc Funds Company
Illinois
+$806K
4
BFA
BlackRock Fund Advisors
California
+$760K
5
Brown Advisory
Brown Advisory
Maryland
+$514K

Top Sellers

Rank Fund Capital Flow
1
PFC
Phocas Financial Corp
California
-$2.71M
2
BCM
Basswood Capital Management
New York
-$2.13M
3
FG
FSI Group
Ohio
-$1.1M
4
PIM
Perkins Investment Management
Illinois
-$608K
5
PGIM
Pacific Global Investment Management
California
-$347K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$1.33M -$34.6K -2,100 -3%
Wells Fargo
27
Wells Fargo
California
$1.17M +$1.12M +67,712 +10,957%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.12M +$24.9K +1,514 +2%
TCIM
29
TIAA CREF Investment Management
New York
$1.08M +$34.7K +2,109 +3%
CIM
30
Corbyn Investment Management
Maryland
$1.05M -$74.1K -4,500 -7%
Victory Capital Management
31
Victory Capital Management
Texas
$852K +$819K +49,705 New
PPA
32
Parametric Portfolio Associates
Washington
$789K +$5.8K +352 +0.8%
BIM
33
BlackRock Investment Management
Delaware
$770K -$873 -53 -0.1%
Charles Schwab
34
Charles Schwab
California
$716K +$17.1K +1,037 +3%
RFC
35
Russell Frank Company
Washington
$570K -$46.1K -2,800 -8%
Deutsche Bank
36
Deutsche Bank
Germany
$563K -$116K -7,026 -18%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$537K -$180K -10,955 -25%
MAM
38
Martingale Asset Management
Massachusetts
$463K +$79.1K +4,800 +22%
TA
39
Teton Advisors
New York
$445K -$1.65K -100 -0.4%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$425K +$1.75K +106 +0.4%
AllianceBernstein
41
AllianceBernstein
Tennessee
$392K -$4.94K -300 -1%
Morgan Stanley
42
Morgan Stanley
New York
$371K +$283K +17,181 +386%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$356K +$25.9K +1,575 +8%
TA
44
Teachers Advisors
New York
$315K – – –
Two Sigma Investments
45
Two Sigma Investments
New York
$265K +$255K +15,461 New
YMRC
46
Yorktown Management & Research Company
Virginia
$257K -$82.4K -5,000 -25%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$252K -$11.5K -700 -5%
NFA
48
Nationwide Fund Advisors
Ohio
$221K +$2.01K +122 +1%
Invesco
49
Invesco
Georgia
$218K +$10.4K +634 +5%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$208K +$18.9K +1,146 +10%
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OCFC Hedge Fund Activity: Q4 2014 in Review

71 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2014, worth a combined $171M — up 5.1% from $163M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OCFC and 6 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $1.12M. The largest seller was Phocas Financial Corp, exiting entirely with an estimated $2.71M sold.

  • 71 institutional investors held OceanFirst Financial (OCFC) as of Q4 2014, down from 76 in Q3 2014.
  • Funds reported $171M of OceanFirst Financial stock for Q4 2014, up 5.1% quarter-over-quarter.
  • 6 funds opened new OceanFirst Financial positions in Q4 2014 and 8 closed out, a net change of -2 holders.
  • The largest OceanFirst Financial buyer in Q4 2014 was Wells Fargo, an estimated $1.12M added.
  • The largest OceanFirst Financial seller in Q4 2014 was Phocas Financial Corp, an estimated $2.71M sold.

Based on aggregated 13F filings for Q4 2014.