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OceanFirst Financial
OCFC

136 hedge funds and large institutions have $641M invested in OceanFirst Financial in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

11% more funds holding

Funds holding: 123 → 136 (+13)

3.74% more ownership

Funds ownership: 71.19% → 74.93% (+3.7%)

1% more capital invested

Capital invested by funds: $635M → $641M (+$5.66M)

Holders
136
Holders Change
+13
Holders Change %
+10.57%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
52
Reduced
35
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
O
OppenheimerFunds
New York
+$8.87M
2
Millennium Management
Millennium Management
New York
+$6.49M
3
SAM
Skyline Asset Management
Illinois
+$6.49M
4
Goldman Sachs
Goldman Sachs
New York
+$4.86M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.4M
2
EC
EJF Capital
Virginia
-$4.22M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$2.97M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$2.66M
5
MCA
Mendon Capital Advisors
Florida
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Foresters Investment Management
New York
$7.64M +$109K +4,000 +1%
HAI
27
Hennessy Advisors Inc
California
$7.61M +$272K +10,000 +4%
Wells Fargo
28
Wells Fargo
California
$4.91M +$1.1M +40,408 +28%
EMFAT
29
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.88M – – –
TAM
30
THB Asset Management
Connecticut
$4.38M +$186K +6,841 +4%
AIS
31
AlphaOne Investment Services
Pennsylvania
$4.29M +$46.3K +1,700 +1%
Deutsche Bank
32
Deutsche Bank
Germany
$4.17M +$1.93M +70,667 +80%
EPCA
33
Elizabeth Park Capital Advisors
Ohio
$4.16M +$332K +12,200 +8%
Charles Schwab
34
Charles Schwab
California
$3.91M +$691K +25,374 +21%
CP
35
Clover Partners
Texas
$3.85M +$3.99M +146,608 New
TCIM
36
TIAA CREF Investment Management
New York
$3.24M +$1.14M +41,877 +51%
PP
37
Prospector Partners
Connecticut
$3M – – –
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$2.82M +$2.93M +107,500 New
Mariner
39
Mariner
Kansas
$2.76M +$2.86M +105,057 New
JP Morgan Chase
40
JP Morgan Chase
New York
$2.73M +$161K +5,913 +6%
LBS
41
Lawrence B. Seidman
$2.37M – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$2.35M +$224K +8,213 +10%
Morgan Stanley
43
Morgan Stanley
New York
$2.31M +$610K +22,405 +34%
AU
44
Algebris (UK)
United Kingdom
$2.2M +$2.28M +83,650 New
First Trust Advisors
45
First Trust Advisors
Illinois
$2.13M +$873K +32,027 +65%
MGI
46
MayTech Global Investments
New York
$2.11M +$2.19M +80,478 New
Comerica Bank
47
Comerica Bank
Texas
$2.1M +$628K +23,047 +43%
GJL
48
Gendell Jeffrey L
$1.86M – – –
Ameriprise
49
Ameriprise
Minnesota
$1.83M +$177K +6,489 +10%
Victory Capital Management
50
Victory Capital Management
Texas
$1.79M +$135K +4,971 +8%
1
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OCFC Hedge Fund Activity: Q4 2017 in Review

136 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2017, worth a combined $641M — up 0.89% from $635M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OCFC positions and 10 closed out — a net gain of 13 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $8.87M. The largest seller was Wellington Management Group, cutting an estimated $15.4M.

  • 136 institutional investors held OceanFirst Financial (OCFC) as of Q4 2017, up from 123 in Q3 2017.
  • Funds reported $641M of OceanFirst Financial stock for Q4 2017, up 0.89% quarter-over-quarter.
  • 23 funds opened new OceanFirst Financial positions in Q4 2017 and 10 closed out, a net change of +13 holders.
  • The largest OceanFirst Financial buyer in Q4 2017 was OppenheimerFunds, an estimated $8.87M added.
  • The largest OceanFirst Financial seller in Q4 2017 was Wellington Management Group, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2017.