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OceanFirst Financial
OCFC

90 hedge funds and large institutions have $198M invested in OceanFirst Financial in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

11% more funds holding

Funds holding: 81 → 90 (+9)

1% less capital invested

Capital invested by funds: $201M → $198M (-$2.82M)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
37
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$7.16M
2
CRC
Curi RMB Capital
Illinois
+$3.93M
3
Brown Advisory
Brown Advisory
Maryland
+$2.21M
4
WCM
Wedge Capital Management
North Carolina
+$2.15M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$11.2M
2
PIM
Perkins Investment Management
Illinois
-$1.81M
3
LSV Asset Management
LSV Asset Management
Illinois
-$640K
4
TC
TFS Capital
Pennsylvania
-$640K
5
Prudential Financial
Prudential Financial
New Jersey
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.79M +$980K +55,848 +123%
LBS
27
Lawrence B. Seidman
$1.68M +$1.67M +95,276 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.63M +$29.1K +1,661 +2%
KCM
29
Kennedy Capital Management
Missouri
$1.56M +$1.55M +88,451 New
AIS
30
AlphaOne Investment Services
Pennsylvania
$1.5M +$1.49M +85,000 New
Prudential Financial
31
Prudential Financial
New Jersey
$1.36M -$282K -16,100 -17%
FCM
32
FJ Capital Management
Virginia
$1.33M +$1.12M +64,000 +582%
Two Sigma Investments
33
Two Sigma Investments
New York
$1.21M +$792K +45,127 +194%
PPA
34
Parametric Portfolio Associates
Washington
$1.2M +$407K +23,214 +52%
BIP
35
Brandes Investment Partners
California
$1.12M +$539K +30,737 +94%
ECA
36
Endeavour Capital Advisors
Connecticut
$1.11M +$26.3K +1,500 +2%
CIM
37
Corbyn Investment Management
Maryland
$1.05M -$12.1K -688 -1%
TCIM
38
TIAA CREF Investment Management
New York
$968K -$149K -8,490 -13%
ZIM
39
Zacks Investment Management
Illinois
$964K +$18 +1 +0%
Victory Capital Management
40
Victory Capital Management
Texas
$946K +$5K +285 +0.5%
BIM
41
BlackRock Investment Management
Delaware
$902K +$8.07K +460 +0.9%
SCP
42
Scoria Capital Partners
Connecticut
$822K +$816K +46,500 New
Charles Schwab
43
Charles Schwab
California
$754K +$11.6K +663 +2%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$649K +$337K +19,200 +110%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$643K +$12.3K +700 +2%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$620K +$270K +15,412 +78%
Millennium Management
47
Millennium Management
New York
$595K +$369K +21,034 +167%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$539K +$535K +30,500 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$502K +$65.2K +3,719 +15%
Stifel Financial
50
Stifel Financial
Missouri
$475K -$123K -7,005 -21%
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OCFC Hedge Fund Activity: Q1 2016 in Review

90 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2016, worth a combined $198M — down 1.4% from $201M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OCFC positions and 7 closed out — a net gain of 9 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was Mendon Capital Advisors, opening a new position worth an estimated $7.16M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $11.2M sold.

  • 90 institutional investors held OceanFirst Financial (OCFC) as of Q1 2016, up from 81 in Q4 2015.
  • Funds reported $198M of OceanFirst Financial stock for Q1 2016, down 1.4% quarter-over-quarter.
  • 16 funds opened new OceanFirst Financial positions in Q1 2016 and 7 closed out, a net change of +9 holders.
  • The largest OceanFirst Financial buyer in Q1 2016 was Mendon Capital Advisors, an estimated $7.16M added.
  • The largest OceanFirst Financial seller in Q1 2016 was Basswood Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2016.