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OceanFirst Financial

112 hedge funds and large institutions have $337M invested in OceanFirst Financial in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $285M → $337M (+$52M)

2% more funds holding

Funds holding: 110112 (+2)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
57
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EMFAT
26
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.77M +$242K +12,687 +7%
RCYC
27
Richard C. Young & Co
Rhode Island
$3.61M -$195K -10,211 -5%
BFC
28
Banc Funds Company
Illinois
$3.33M
Geode Capital Management
29
Geode Capital Management
Massachusetts
$3.13M +$354K +18,593 +13%
AIS
30
AlphaOne Investment Services
Pennsylvania
$3.1M +$605K +31,762 +25%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$3.1M +$1.3M +68,376 +74%
EPCA
32
Elizabeth Park Capital Advisors
Ohio
$2.82M +$55.3K +2,900 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.59M +$77.4K +4,062 +3%
BCM
34
Bridgeway Capital Management
Texas
$2.42M -$5.62K -295 -0.2%
Two Sigma Investments
35
Two Sigma Investments
New York
$2.23M +$73.6K +3,862 +3%
Wells Fargo
36
Wells Fargo
California
$2.22M +$109K +5,737 +5%
PPA
37
Parametric Portfolio Associates
Washington
$1.95M +$46.5K +2,441 +2%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$1.94M -$351K -18,400 -15%
GWI
39
Grace & White Inc
New York
$1.92M -$14.9K -782 -0.8%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.83M +$1.06M +55,594 +142%
LBS
41
Lawrence B. Seidman
$1.74M
BIM
42
BlackRock Investment Management
Delaware
$1.68M +$2.08K +109 +0.1%
HIM
43
Hanlon Investment Management
New Jersey
$1.62M
MAM
44
Martingale Asset Management
Massachusetts
$1.46M +$1.22M +63,991 +546%
BIP
45
Brandes Investment Partners
California
$1.28M -$51.7K -2,711 -4%
Charles Schwab
46
Charles Schwab
California
$1.23M +$54.6K +2,866 +5%
CIM
47
Corbyn Investment Management
Maryland
$1.13M -$1.14K -60 -0.1%
NFA
48
Nationwide Fund Advisors
Ohio
$1.1M +$779K +40,872 +254%
Victory Capital Management
49
Victory Capital Management
Texas
$1M -$34.3K -1,800 -3%
CS
50
Credit Suisse
Switzerland
$990K +$610K +32,009 +165%

OCFC Hedge Fund Activity: Q3 2016 in Review

112 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2016, worth a combined $337M — up 18% from $285M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OCFC positions and 10 closed out — a net gain of 2 holders — while 57 added to existing stakes and 19 trimmed.

The largest buyer was EJF Capital, adding an estimated $8.48M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $8.56M sold.

  • 112 institutional investors held OceanFirst Financial (OCFC) as of Q3 2016, up from 110 in Q2 2016.
  • Funds reported $337M of OceanFirst Financial stock for Q3 2016, up 18% quarter-over-quarter.
  • 12 funds opened new OceanFirst Financial positions in Q3 2016 and 10 closed out, a net change of +2 holders.
  • The largest OceanFirst Financial buyer in Q3 2016 was EJF Capital, an estimated $8.48M added.
  • The largest OceanFirst Financial seller in Q3 2016 was Patriot Financial Partners, an estimated $8.56M sold.

Based on aggregated 13F filings for Q3 2016.