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OceanFirst Financial
OCFC

185 hedge funds and large institutions have $732M invested in OceanFirst Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $575K | Put options by funds: $172K

29% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 55

22% more capital invested

Capital invested by funds: $600M → $732M (+$132M)

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

2% more funds holding

Funds holding: 182 → 185 (+3)

1.13% more ownership

Funds ownership: 69.84% → 70.96% (+1.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
71
Reduced
55
Closed
27
Calls
$575K
Puts
$172K
Net Calls
+$403K
Net Calls Change
-$3.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$7.2M
2
Morgan Stanley
Morgan Stanley
New York
+$7.06M
3
Millennium Management
Millennium Management
New York
+$4.72M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$4.53M
5
State Street
State Street
Massachusetts
+$3.86M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$11.4M
3
KCM
Kennedy Capital Management
Missouri
-$6.67M
4
FCM
FJ Capital Management
Virginia
-$5.99M
5
GKIM
GW&K Investment Management
Massachusetts
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$5.14M +$2.5M +171,600 +138%
KOCAA
27
Knights of Columbus Asset Advisors
Connecticut
$5.13M +$2.68M +183,796 +165%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$4.9M +$1.06M +72,897 +35%
Bank of America
29
Bank of America
North Carolina
$4.88M +$939K +64,375 +30%
Barclays
30
Barclays
United Kingdom
$4.48M +$1.36M +92,936 +56%
Two Sigma Investments
31
Two Sigma Investments
New York
$3.57M +$2.16M +148,184 +257%
HAI
32
Hennessy Advisors Inc
California
$3.56M +$802K +55,000 +37%
EF
33
Empowered Funds
Pennsylvania
$3.25M +$246K +16,896 +10%
KTA
34
Keeley-Teton Advisors
Illinois
$3.19M -$146K -10,001 -5%
WCM
35
Wedge Capital Management
North Carolina
$3.03M +$486K +33,316 +24%
Wellington Management Group
36
Wellington Management Group
Massachusetts
$2.77M -$91.8K -6,299 -4%
Renaissance Technologies
37
Renaissance Technologies
New York
$2.59M -$747K -51,209 -26%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$2.42M +$403K +27,607 +25%
GI
39
GAMCO Investors
Connecticut
$2.42M +$292K +20,000 +17%
SCP
40
Seizert Capital Partners
Michigan
$2.19M -$270K -18,507 -13%
UBS Group
41
UBS Group
Switzerland
$2.19M +$296K +20,332 +19%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.03M -$200K -13,700 -10%
AC
43
Addison Capital
Pennsylvania
$2.01M +$124K +8,505 +8%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$1.84M +$276K +18,919 +22%
CSS
45
Cubist Systematic Strategies
Connecticut
$1.77M +$957K +65,654 +182%
Citadel Advisors
46
Citadel Advisors
Florida
$1.74M +$1.31M +89,818 +851%
Federated Hermes
47
Federated Hermes
Pennsylvania
$1.7M +$1.43M +97,974 New
Wells Fargo
48
Wells Fargo
California
$1.65M -$143K -9,816 -9%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.63M -$9.86K -676 -0.7%
Rafferty Asset Management
50
Rafferty Asset Management
New York
$1.45M +$670K +45,980 +122%
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OCFC Hedge Fund Activity: Q4 2023 in Review

185 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2023, worth a combined $732M — up 22% from $600M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OCFC positions and 27 closed out — a net gain of 4 holders — while 71 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $7.2M. The largest seller was JP Morgan Chase, cutting an estimated $14.2M.

  • 185 institutional investors held OceanFirst Financial (OCFC) as of Q4 2023, up from 182 in Q3 2023.
  • Funds reported $732M of OceanFirst Financial stock for Q4 2023, up 22% quarter-over-quarter.
  • 31 funds opened new OceanFirst Financial positions in Q4 2023 and 27 closed out, a net change of +4 holders.
  • The largest OceanFirst Financial buyer in Q4 2023 was BlackRock, an estimated $7.2M added.
  • The largest OceanFirst Financial seller in Q4 2023 was JP Morgan Chase, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2023.