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OceanFirst Financial

135 hedge funds and large institutions have $797M invested in OceanFirst Financial in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 136135 (-1)

19% less capital invested

Capital invested by funds: $980M → $797M (-$183M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $781K

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
19
Increased
45
Reduced
43
Closed
19
Calls
Puts
$781K
Net Calls
-$781K
Net Calls Change
-$781K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$8.07M +$2.49M +99,375 +38%
FIM
27
Foresters Investment Management
New York
$8.06M +$879K +35,100 +11%
PCM
28
Peregrine Capital Management
Minnesota
$7.91M +$2.92M +116,722 +50%
PCMF
29
Private Capital Management (Florida)
Florida
$7.6M -$224K -8,940 -3%
WC
30
Walthausen & Co
New York
$7.36M -$588K -23,480 -7%
DCM
31
Driehaus Capital Management
Illinois
$6.82M
MCM
32
Maltese Capital Management
New York
$6.5M -$8.17M -326,186 -53%
HAI
33
Hennessy Advisors Inc
California
$6.3M -$877K -35,000 -11%
Wells Fargo
34
Wells Fargo
California
$6.15M -$294K -11,746 -4%
Bank of America
35
Bank of America
North Carolina
$6.09M -$5.36M -213,875 -44%
Charles Schwab
36
Charles Schwab
California
$5.6M -$11.2K -448 -0.2%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$4.91M
Citadel Advisors
38
Citadel Advisors
Florida
$4.54M +$745K +29,724 +17%
TCIM
39
TIAA CREF Investment Management
New York
$4.24M -$52.5K -2,096 -1%
Federated Hermes
40
Federated Hermes
Pennsylvania
$3.94M -$284K -11,341 -6%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$3.66M +$128K +5,102 +3%
AIS
42
AlphaOne Investment Services
Pennsylvania
$3.61M -$1.43M -57,033 -26%
M&T Bank
43
M&T Bank
New York
$3.25M
VNB
44
Virginia National Bank
Virginia
$3.18M -$9.72K -388 -0.3%
CP
45
Clover Partners
Texas
$2.82M
Comerica Bank
46
Comerica Bank
Texas
$2.5M -$15.5K -618 -0.6%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.47M +$69.5K +2,772 +3%
LBS
48
Lawrence B. Seidman
$2.25M
Morgan Stanley
49
Morgan Stanley
New York
$2.05M -$1.15M -46,021 -34%
TA
50
Teachers Advisors
New York
$2M -$40K -1,597 -2%

OCFC Hedge Fund Activity: Q4 2018 in Review

135 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2018, worth a combined $797M — down 19% from $980M a quarter earlier.

Fund positioning in OCFC was balanced in Q4 2018: 19 funds opened new positions, 19 closed out, 45 added to existing stakes and 43 trimmed.

The largest buyer was Zeke Capital Advisors, opening a new position worth an estimated $19M. The largest seller was Wellington Management Group, cutting an estimated $9.61M.

  • 135 institutional investors held OceanFirst Financial (OCFC) as of Q4 2018, down from 136 in Q3 2018.
  • Funds reported $797M of OceanFirst Financial stock for Q4 2018, down 19% quarter-over-quarter.
  • 19 funds opened new OceanFirst Financial positions in Q4 2018 and 19 closed out, a net change of 0 holders.
  • The largest OceanFirst Financial buyer in Q4 2018 was Zeke Capital Advisors, an estimated $19M added.
  • The largest OceanFirst Financial seller in Q4 2018 was Wellington Management Group, an estimated $9.61M sold.

Based on aggregated 13F filings for Q4 2018.