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OceanFirst Financial
OCFC

123 hedge funds and large institutions have $610M invested in OceanFirst Financial in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.78% more ownership

Funds ownership: 63.04% → 66.82% (+3.8%)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0% more capital invested

Capital invested by funds: $609M → $610M (+$1.02M)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

5% less funds holding

Funds holding: 130 → 123 (-7)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
123
Holders Change
-7
Holders Change %
-5.38%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
42
Reduced
39
Closed
19
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$51M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$18.7M
3
SAM
Skyline Asset Management
Illinois
+$13.3M
4
O
OppenheimerFunds
New York
+$12.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$7.83M
2
RCYC
Richard C. Young & Co
Rhode Island
-$5.31M
3
PP
Prospector Partners
Connecticut
-$3.24M
4
BFC
Banc Funds Company
Illinois
-$3.08M
5
IAM
Integre Asset Management
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
26
Driehaus Capital Management
Illinois
$5.7M +$722K +24,817 +14%
TAM
27
THB Asset Management
Connecticut
$5.54M -$980K -33,690 -15%
EMFAT
28
Emerald Mutual Fund Advisers Trust
Pennsylvania
$5.3M -$217K -7,467 -4%
AIS
29
AlphaOne Investment Services
Pennsylvania
$4.17M +$35.6K +1,223 +0.8%
EPCA
30
Elizabeth Park Capital Advisors
Ohio
$4.12M – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$3.48M +$2.23M +76,533 +162%
PP
32
Prospector Partners
Connecticut
$3.22M -$3.24M -111,200 -49%
EI
33
EAM Investors
California
$3.08M -$207K -7,127 -6%
MAM
34
Martingale Asset Management
Massachusetts
$2.88M -$596K -20,487 -17%
Charles Schwab
35
Charles Schwab
California
$2.79M +$149K +5,130 +5%
Wells Fargo
36
Wells Fargo
California
$2.74M -$141K -4,844 -5%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.7M +$63.5K +2,184 +2%
LBS
38
Lawrence B. Seidman
$2.54M – – –
RA
39
Royce & Associates
New York
$2.42M +$582K +20,000 +30%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$2.09M +$611K +21,000 +40%
First Trust Advisors
41
First Trust Advisors
Illinois
$2.01M -$129K -4,418 -6%
GJL
42
Gendell Jeffrey L
$2M – – –
TCIM
43
TIAA CREF Investment Management
New York
$2M -$153K -5,253 -7%
Victory Capital Management
44
Victory Capital Management
Texas
$1.67M -$467K -16,051 -21%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.66M -$1.69M -58,181 -50%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$1.65M +$977K +33,579 +134%
CIM
47
Corbyn Investment Management
Maryland
$1.63M – – –
Morgan Stanley
48
Morgan Stanley
New York
$1.5M -$744K -25,588 -32%
PPA
49
Parametric Portfolio Associates
Washington
$1.46M +$173K +5,932 +13%
Comerica Bank
50
Comerica Bank
Texas
$1.45M -$114K -3,934 -7%
1
2
3 4 5

OCFC Hedge Fund Activity: Q1 2017 in Review

123 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2017, worth a combined $610M — up 0.17% from $609M a quarter earlier.

Fund positioning in OCFC was balanced in Q1 2017: 19 funds opened new positions, 19 closed out, 42 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $51M. The largest seller was EJF Capital, cutting an estimated $7.83M.

  • 123 institutional investors held OceanFirst Financial (OCFC) as of Q1 2017, down from 130 in Q4 2016.
  • Funds reported $610M of OceanFirst Financial stock for Q1 2017, up 0.17% quarter-over-quarter.
  • 19 funds opened new OceanFirst Financial positions in Q1 2017 and 19 closed out, a net change of 0 holders.
  • The largest OceanFirst Financial buyer in Q1 2017 was BlackRock, an estimated $51M added.
  • The largest OceanFirst Financial seller in Q1 2017 was EJF Capital, an estimated $7.83M sold.

Based on aggregated 13F filings for Q1 2017.