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OceanFirst Financial
OCFC

161 hedge funds and large institutions have $979M invested in OceanFirst Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

182% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $412K

29% more capital invested

Capital invested by funds: $756M → $979M (+$222M)

14% more funds holding

Funds holding: 141 → 161 (+20)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

1% more ownership

Funds ownership: 67.29% → 68.28% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
55
Reduced
54
Closed
9
Calls
$1.16M
Puts
$412K
Net Calls
+$749K
Net Calls Change
+$787K

Top Buyers

1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$13.9M
2
BlackRock
BlackRock
New York
+$13.1M
3
PCM
Peregrine Capital Management
Minnesota
+$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
+$11.6M
5
EA
Emerald Advisers
Pennsylvania
+$10.9M

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$21.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.4M
3
Northern Trust
Northern Trust
Illinois
-$6.55M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.74M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
26
Wedge Capital Management
North Carolina
$10.6M -$1.93M -89,543 -17%
Charles Schwab
27
Charles Schwab
California
$9.79M +$272K +12,642 +3%
Wells Fargo
28
Wells Fargo
California
$9.07M -$991K -46,083 -11%
Millennium Management
29
Millennium Management
New York
$8.34M -$1.88M -87,566 -20%
William Blair Investment Management
30
William Blair Investment Management
Illinois
$7.26M -$3.83M -177,851 -37%
Citadel Advisors
31
Citadel Advisors
Florida
$6.86M +$2.32M +107,650 +60%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$6.47M -$296K -13,745 -5%
Prudential Financial
33
Prudential Financial
New Jersey
$6.34M +$1.58M +73,480 +38%
BCM
34
Bridgeway Capital Management
Texas
$5.99M – – –
KTA
35
Keeley-Teton Advisors
Illinois
$5.71M +$78.5K +3,652 +2%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$5.52M – – –
Bank of America
37
Bank of America
North Carolina
$4.97M +$1.43M +66,288 +47%
EC
38
EJF Capital
Virginia
$4.6M -$1.55M -72,254 -27%
EPCA
39
Elizabeth Park Capital Advisors
Ohio
$4.35M +$215K +10,000 +6%
First Trust Advisors
40
First Trust Advisors
Illinois
$3.71M +$52.5K +2,443 +2%
MCA
41
Mendon Capital Advisors
Florida
$3.59M +$3.23M +150,000 New
Comerica Bank
42
Comerica Bank
Texas
$3.51M -$302K -14,037 -9%
HVIA
43
Hudson Valley Investment Advisors
New York
$3.35M – – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$3.12M – – –
Federated Hermes
45
Federated Hermes
Pennsylvania
$3.07M +$2.76M +128,321 New
WC
46
Walthausen & Co
New York
$2.84M -$1.27M -58,893 -33%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$2.81M -$510K -23,717 -17%
SI
48
Stephens Inc
Arkansas
$2.66M +$2.39M +111,228 New
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$2.51M -$761K -35,367 -25%
M&T Bank
50
M&T Bank
New York
$2.5M -$832K -38,662 -27%
1
2
3 4 5

OCFC Hedge Fund Activity: Q1 2021 in Review

161 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2021, worth a combined $979M — up 29% from $756M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OCFC positions and 9 closed out — a net gain of 21 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $13.9M. The largest seller was FJ Capital Management, cutting an estimated $21.1M.

  • 161 institutional investors held OceanFirst Financial (OCFC) as of Q1 2021, up from 141 in Q4 2020.
  • Funds reported $979M of OceanFirst Financial stock for Q1 2021, up 29% quarter-over-quarter.
  • 30 funds opened new OceanFirst Financial positions in Q1 2021 and 9 closed out, a net change of +21 holders.
  • The largest OceanFirst Financial buyer in Q1 2021 was Emerald Mutual Fund Advisers Trust, an estimated $13.9M added.
  • The largest OceanFirst Financial seller in Q1 2021 was FJ Capital Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2021.