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OceanFirst Financial
OCFC

135 hedge funds and large institutions have $841M invested in OceanFirst Financial in 2019 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 58 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 39

19% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $915K

0.62% more ownership

Funds ownership: 69.07% → 69.7% (+0.62%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $879M → $841M (-$38.7M)

6% less funds holding

Funds holding: 144 → 135 (-9)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
135
Holders Change
-9
Holders Change %
-6.25%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
58
Reduced
39
Closed
20
Calls
$1.09M
Puts
$915K
Net Calls
+$173K
Net Calls Change
+$173K

Top Buyers

1
BlackRock
BlackRock
New York
+$7.95M
2
BCM
Bridgeway Capital Management
Texas
+$5.82M
3
SBH
Segall Bryant & Hamill
Illinois
+$4.76M
4
N
Nuveen
North Carolina
+$4.62M
5
FCM
FJ Capital Management
Virginia
+$3.86M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$33.3M
2
PL
PWMCO LLC
Illinois
-$6.26M
3
Ameriprise
Ameriprise
Minnesota
-$4.69M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.5M
5
CP
Clover Partners
Texas
-$1.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
26
Walthausen & Co
New York
$8.34M +$1.62M +69,770 +25%
FIM
27
Foresters Investment Management
New York
$8.2M -$1M -43,000 -11%
DCM
28
Driehaus Capital Management
Illinois
$8.03M +$663K +28,492 +9%
Millennium Management
29
Millennium Management
New York
$7.81M +$2.85M +122,594 +59%
PCMF
30
Private Capital Management (Florida)
Florida
$7.38M +$5.42K +233 +0.1%
Charles Schwab
31
Charles Schwab
California
$7.23M +$793K +34,096 +13%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$6.82M – – –
PCM
33
Peregrine Capital Management
Minnesota
$6.68M -$1.52M -65,366 -19%
BCM
34
Bridgeway Capital Management
Texas
$5.9M +$5.82M +250,000 New
MAM
35
Martingale Asset Management
Massachusetts
$5.76M +$514K +22,105 +10%
Prudential Financial
36
Prudential Financial
New Jersey
$4.95M +$585K +25,160 +14%
SBH
37
Segall Bryant & Hamill
Illinois
$4.83M +$4.76M +204,485 New
Federated Hermes
38
Federated Hermes
Pennsylvania
$4.09M +$2.44K +105 +0.1%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$4.03M +$3.74M +160,900 +1,609%
HAI
40
Hennessy Advisors Inc
California
$3.89M -$1.16M -50,000 -23%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$3.69M -$76.4K -3,284 -2%
M&T Bank
42
M&T Bank
New York
$3.4M – – –
UBS Group
43
UBS Group
Switzerland
$3.4M +$2.37M +101,743 +241%
Marshall Wace
44
Marshall Wace
United Kingdom
$3.37M -$412K -17,703 -11%
First Trust Advisors
45
First Trust Advisors
Illinois
$2.98M +$2.07M +89,143 +240%
Bessemer Group
46
Bessemer Group
New Jersey
$2.95M +$133K +5,700 +5%
Bank of America
47
Bank of America
North Carolina
$2.87M +$351K +15,105 +14%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$2.84M +$56.8K +2,440 +2%
JP Morgan Chase
49
JP Morgan Chase
New York
$2.8M +$88.8K +3,817 +3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$2.47M +$1.58M +68,038 +185%
1
2
3 4 5

OCFC Hedge Fund Activity: Q3 2019 in Review

135 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2019, worth a combined $841M — down 4.4% from $879M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of OCFC and 12 opened new positions — a net loss of 8 holders — while 39 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $7.95M. The largest seller was Victory Capital Management, cutting an estimated $33.3M.

  • 135 institutional investors held OceanFirst Financial (OCFC) as of Q3 2019, down from 144 in Q2 2019.
  • Funds reported $841M of OceanFirst Financial stock for Q3 2019, down 4.4% quarter-over-quarter.
  • 12 funds opened new OceanFirst Financial positions in Q3 2019 and 20 closed out, a net change of -8 holders.
  • The largest OceanFirst Financial buyer in Q3 2019 was BlackRock, an estimated $7.95M added.
  • The largest OceanFirst Financial seller in Q3 2019 was Victory Capital Management, an estimated $33.3M sold.

Based on aggregated 13F filings for Q3 2019.