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OceanFirst Financial
OCFC

195 hedge funds and large institutions have $692M invested in OceanFirst Financial in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,786% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $21K

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

5% more funds holding

Funds holding: 185 → 195 (+10)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

0.61% more ownership

Funds ownership: 70.96% → 71.57% (+0.61%)

5% less capital invested

Capital invested by funds: $732M → $692M (-$40.2M)

Holders
195
Holders Change
+10
Holders Change %
+5.41%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
65
Reduced
62
Closed
20
Calls
$1.45M
Puts
$21K
Net Calls
+$1.43M
Net Calls Change
+$1.02M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.62M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.97M
3
Invesco
Invesco
Georgia
+$2.71M
4
American Century Companies
American Century Companies
Missouri
+$2.49M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$12.2M
2
Morgan Stanley
Morgan Stanley
New York
-$3.7M
3
Millennium Management
Millennium Management
New York
-$3.28M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.77M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
-$2.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$5.15M +$898K +55,630 +22%
First Trust Advisors
27
First Trust Advisors
Illinois
$4.88M -$110K -6,806 -2%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$4.8M -$54.9K -3,400 -1%
Two Sigma Investments
29
Two Sigma Investments
New York
$4.41M +$1.01M +62,780 +31%
Renaissance Technologies
30
Renaissance Technologies
New York
$4.24M +$1.76M +108,809 +73%
State of Wisconsin Investment Board
31
State of Wisconsin Investment Board
Wisconsin
$3.46M -$1.15M -71,450 -25%
HAI
32
Hennessy Advisors Inc
California
$3.45M +$80.7K +5,000 +2%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$3.39M +$1.08M +67,150 +48%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$3.37M +$1.6M +99,360 +94%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$2.85M +$1.67M +103,567 +147%
WCM
36
Wedge Capital Management
North Carolina
$2.75M -$108K -6,692 -4%
EF
37
Empowered Funds
Pennsylvania
$2.72M -$346K -21,434 -11%
AC
38
Addison Capital
Pennsylvania
$2.52M +$617K +38,218 +33%
KOCAA
39
Knights of Columbus Asset Advisors
Connecticut
$2.48M -$2.33M -144,113 -49%
GI
40
GAMCO Investors
Connecticut
$2.35M +$58.1K +3,600 +3%
Federated Hermes
41
Federated Hermes
Pennsylvania
$2.24M +$622K +38,564 +39%
UBS Group
42
UBS Group
Switzerland
$2.09M +$17.3K +1,073 +0.9%
Wells Fargo
43
Wells Fargo
California
$2.07M +$497K +30,791 +32%
MCM
44
Maltese Capital Management
New York
$2.06M +$1.62M +100,400 +402%
KTA
45
Keeley-Teton Advisors
Illinois
$1.98M -$1.01M -62,803 -34%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.92M – – –
TI
47
Trexquant Investment
Connecticut
$1.66M +$547K +33,898 +51%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.58M +$35.7K +2,210 +2%
CSS
49
Cubist Systematic Strategies
Connecticut
$1.51M -$160K -9,912 -10%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$1.32M +$68.6K +4,250 +6%
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OCFC Hedge Fund Activity: Q1 2024 in Review

195 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2024, worth a combined $692M — down 5.5% from $732M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OCFC positions and 20 closed out — a net gain of 11 holders — while 65 added to existing stakes and 62 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.62M. The largest seller was BlackRock, cutting an estimated $12.2M.

  • 195 institutional investors held OceanFirst Financial (OCFC) as of Q1 2024, up from 185 in Q4 2023.
  • Funds reported $692M of OceanFirst Financial stock for Q1 2024, down 5.5% quarter-over-quarter.
  • 31 funds opened new OceanFirst Financial positions in Q1 2024 and 20 closed out, a net change of +11 holders.
  • The largest OceanFirst Financial buyer in Q1 2024 was Goldman Sachs, an estimated $5.62M added.
  • The largest OceanFirst Financial seller in Q1 2024 was BlackRock, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2024.