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OceanFirst Financial
OCFC

136 hedge funds and large institutions have $980M invested in OceanFirst Financial in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.36% more ownership

Funds ownership: 74.17% → 74.54% (+0.36%)

0% more funds holding

Funds holding: 136 → 136 (0)

8% less capital invested

Capital invested by funds: $1.07B → $980M (-$89.7M)

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
12
Increased
45
Reduced
41
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$11.1M
2
Brown Advisory
Brown Advisory
Maryland
+$7.44M
3
ECA
Endeavour Capital Advisors
Connecticut
+$6.94M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$5.44M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.54M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$10.6M
2
KCM
Kennedy Capital Management
Missouri
-$8.58M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.25M
4
Renaissance Technologies
Renaissance Technologies
New York
-$6.92M
5
Deutsche Bank
Deutsche Bank
Germany
-$4.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$12.4M +$764K +26,137 +6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.3M +$209K +7,147 +2%
WC
28
Walthausen & Co
New York
$9.54M +$10.2M +350,613 New
PCMF
29
Private Capital Management (Florida)
Florida
$9.44M -$107K -3,658 -1%
FIM
30
Foresters Investment Management
New York
$8.79M +$105K +3,600 +1%
MCA
31
Mendon Capital Advisors
Florida
$8.62M -$1.14M -38,980 -11%
HAI
32
Hennessy Advisors Inc
California
$8.57M -$438K -15,000 -5%
DCM
33
Driehaus Capital Management
Illinois
$8.24M -$1.3M -44,400 -13%
Wells Fargo
34
Wells Fargo
California
$7.75M -$554K -18,976 -6%
KCM
35
Kennedy Capital Management
Missouri
$7.06M -$8.58M -293,849 -53%
Charles Schwab
36
Charles Schwab
California
$6.79M +$927K +31,734 +15%
PCM
37
Peregrine Capital Management
Minnesota
$6.39M -$104K -3,544 -1%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$5.93M – – –
AIS
39
AlphaOne Investment Services
Pennsylvania
$5.92M -$446K -15,253 -7%
TCIM
40
TIAA CREF Investment Management
New York
$5.18M -$282K -9,658 -5%
CRC
41
Curi RMB Capital
Illinois
$5.1M -$865K -29,620 -14%
Federated Hermes
42
Federated Hermes
Pennsylvania
$5.08M +$5.44M +186,296 +72,208%
EPCA
43
Elizabeth Park Capital Advisors
Ohio
$4.78M +$319K +10,920 +7%
Citadel Advisors
44
Citadel Advisors
Florida
$4.68M -$889K -30,446 -15%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$4.29M +$4.45M +152,167 +2,915%
Deutsche Bank
46
Deutsche Bank
Germany
$4.26M -$4.94M -168,928 -52%
M&T Bank
47
M&T Bank
New York
$3.92M – – –
VNB
48
Virginia National Bank
Virginia
$3.86M +$4.14M +141,769 New
Morgan Stanley
49
Morgan Stanley
New York
$3.73M -$53.5K -1,831 -1%
CP
50
Clover Partners
Texas
$3.41M -$880K -30,120 -19%
1
2
3 4 5

OCFC Hedge Fund Activity: Q3 2018 in Review

136 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2018, worth a combined $980M — down 8.4% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OCFC positions and 11 closed out — a net gain of 1 holder — while 45 added to existing stakes and 41 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $10.6M.

  • 136 institutional investors held OceanFirst Financial (OCFC) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $980M of OceanFirst Financial stock for Q3 2018, down 8.4% quarter-over-quarter.
  • 12 funds opened new OceanFirst Financial positions in Q3 2018 and 11 closed out, a net change of +1 holder.
  • The largest OceanFirst Financial buyer in Q3 2018 was Goldman Sachs, an estimated $11.1M added.
  • The largest OceanFirst Financial seller in Q3 2018 was Millennium Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2018.