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OceanFirst Financial
OCFC

130 hedge funds and large institutions have $609M invested in OceanFirst Financial in 2016 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

81% more capital invested

Capital invested by funds: $337M → $609M (+$272M)

63.04% more ownership

Funds ownership: 0% → 63.04% (+63%)

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

16% more funds holding

Funds holding: 112 → 130 (+18)

Holders
130
Holders Change
+18
Holders Change %
+16.07%
% of All Funds
3.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
31
Increased
47
Reduced
33
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$7.85M
3
KAM
Keeley Asset Management
Illinois
+$6.61M
4
BFA
BlackRock Fund Advisors
California
+$6.33M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$5.96M

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$7.63M
2
Deutsche Bank
Deutsche Bank
Germany
-$4.43M
3
BCM
Basswood Capital Management
New York
-$4.29M
4
LSV Asset Management
LSV Asset Management
Illinois
-$3.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$5.84M +$1.4M +59,999 +45%
DCM
27
Driehaus Capital Management
Illinois
$5.33M +$3.22M +138,496 +356%
RCYC
28
Richard C. Young & Co
Rhode Island
$5.31M -$242K -10,393 -6%
AIS
29
AlphaOne Investment Services
Pennsylvania
$4.4M -$338K -14,500 -9%
EPCA
30
Elizabeth Park Capital Advisors
Ohio
$4.39M – – –
MAM
31
Martingale Asset Management
Massachusetts
$3.69M +$1.1M +47,103 +62%
Two Sigma Investments
32
Two Sigma Investments
New York
$3.51M +$26.1K +1,120 +1%
EI
33
EAM Investors
California
$3.5M +$2.71M +116,378 New
BFC
34
Banc Funds Company
Illinois
$3.08M -$1.63M -70,000 -41%
Wells Fargo
35
Wells Fargo
California
$3.06M -$308K -13,240 -11%
IAM
36
Integre Asset Management
New York
$3.02M -$3.04M -130,478 -56%
Charles Schwab
37
Charles Schwab
California
$2.82M +$700K +30,056 +47%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$2.81M -$159K -6,827 -7%
BIM
39
BlackRock Investment Management
Delaware
$2.72M +$80.1K +3,440 +4%
LBS
40
Lawrence B. Seidman
$2.71M – – –
LSV Asset Management
41
LSV Asset Management
Illinois
$2.65M -$3.1M -133,208 -60%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$2.56M +$1.99M +85,418 New
Morgan Stanley
43
Morgan Stanley
New York
$2.37M +$1.73M +74,366 +1,618%
TCIM
44
TIAA CREF Investment Management
New York
$2.29M +$169K +7,277 +11%
First Trust Advisors
45
First Trust Advisors
Illinois
$2.27M +$911K +39,116 +107%
Victory Capital Management
46
Victory Capital Management
Texas
$2.26M +$546K +23,455 +45%
GJL
47
Gendell Jeffrey L
$2.13M +$1.65M +70,952 New
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$2.11M +$480K +20,637 +42%
PCM
49
Piermont Capital Management
Missouri
$2.1M +$584K +25,090 +56%
RA
50
Royce & Associates
New York
$1.98M +$1.54M +66,000 New
1
2
3 4 5

OCFC Hedge Fund Activity: Q4 2016 in Review

130 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2016, worth a combined $609M — up 81% from $337M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OCFC positions and 12 closed out — a net gain of 19 holders — while 47 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $22.3M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $7.63M sold.

  • 130 institutional investors held OceanFirst Financial (OCFC) as of Q4 2016, up from 112 in Q3 2016.
  • Funds reported $609M of OceanFirst Financial stock for Q4 2016, up 81% quarter-over-quarter.
  • 31 funds opened new OceanFirst Financial positions in Q4 2016 and 12 closed out, a net change of +19 holders.
  • The largest OceanFirst Financial buyer in Q4 2016 was Wellington Management Group, an estimated $22.3M added.
  • The largest OceanFirst Financial seller in Q4 2016 was Curi RMB Capital, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2016.