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OceanFirst Financial
OCFC

69 hedge funds and large institutions have $171M invested in OceanFirst Financial in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0% more capital invested

Capital invested by funds: $171M → $171M (+$12.5K)

3% less funds holding

Funds holding: 71 → 69 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIM
Zacks Investment Management
Illinois
+$694K
2
F
Filament
Washington
+$615K
3
Stifel Financial
Stifel Financial
Missouri
+$609K
4
PP
Prospector Partners
Connecticut
+$549K
5
Prudential Financial
Prudential Financial
New Jersey
+$458K

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
-$3.76M
2
Brown Advisory
Brown Advisory
Maryland
-$430K
3
Morgan Stanley
Morgan Stanley
New York
-$296K
4
BCM
Basswood Capital Management
New York
-$276K
5
Two Sigma Investments
Two Sigma Investments
New York
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$1.34M – – –
Wells Fargo
27
Wells Fargo
California
$1.24M +$55.1K +3,293 +5%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$1.17M +$41.5K +2,479 +4%
CIM
29
Corbyn Investment Management
Maryland
$1.06M – – –
TCIM
30
TIAA CREF Investment Management
New York
$1.04M -$42.3K -2,526 -4%
PPA
31
Parametric Portfolio Associates
Washington
$854K +$57.6K +3,437 +7%
Victory Capital Management
32
Victory Capital Management
Texas
$829K -$29K -1,730 -3%
BIM
33
BlackRock Investment Management
Delaware
$775K -$737 -44 -0.1%
Charles Schwab
34
Charles Schwab
California
$755K +$33K +1,972 +5%
ZIM
35
Zacks Investment Management
Illinois
$716K +$694K +41,469 New
F
36
Filament
Washington
$635K +$615K +36,750 New
Stifel Financial
37
Stifel Financial
Missouri
$627K +$609K +36,346 New
RFC
38
Russell Frank Company
Washington
$569K – – –
MAM
39
Martingale Asset Management
Massachusetts
$546K +$77.9K +4,650 +17%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$537K – – –
TA
41
Teton Advisors
New York
$443K -$5.02K -300 -1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$421K -$6.7K -400 -2%
AllianceBernstein
43
AllianceBernstein
Tennessee
$392K -$3.35K -200 -0.9%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$375K +$15.1K +900 +4%
Deutsche Bank
45
Deutsche Bank
Germany
$323K -$236K -14,113 -43%
TA
46
Teachers Advisors
New York
$317K – – –
Two Sigma Advisers
47
Two Sigma Advisers
New York
$254K – – –
Invesco
48
Invesco
Georgia
$238K +$17.9K +1,072 +8%
NFA
49
Nationwide Fund Advisors
Ohio
$212K -$11.1K -661 -5%
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$185K – – –
1
2
3

OCFC Hedge Fund Activity: Q1 2015 in Review

69 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2015, worth a combined $171M — up 0.01% from $171M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OCFC and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Zacks Investment Management, opening a new position worth an estimated $694K. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.76M.

  • 69 institutional investors held OceanFirst Financial (OCFC) as of Q1 2015, down from 71 in Q4 2014.
  • Funds reported $171M of OceanFirst Financial stock for Q1 2015, up 0.01% quarter-over-quarter.
  • 4 funds opened new OceanFirst Financial positions in Q1 2015 and 6 closed out, a net change of -2 holders.
  • The largest OceanFirst Financial buyer in Q1 2015 was Zacks Investment Management, an estimated $694K added.
  • The largest OceanFirst Financial seller in Q1 2015 was Endeavour Capital Advisors, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2015.