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OceanFirst Financial

194 hedge funds and large institutions have $779M invested in OceanFirst Financial in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,675% more call options, than puts

Call options by funds: $911K | Put options by funds: $4K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $675M → $779M (+$104M)

6% more funds holding

Funds holding: 183194 (+11)

5% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 64

0.7% less ownership

Funds ownership: 72.37%71.67% (-0.7%)

Holders
194
Holders Change
+11
Holders Change %
+6.01%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
67
Reduced
64
Closed
15
Calls
$911K
Puts
$4K
Net Calls
+$907K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$6.05M +$357K +20,774 +7%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$6.01M +$48.1K +2,800 +0.9%
Bank of America
28
Bank of America
North Carolina
$5.66M -$405K -23,564 -7%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$5.59M +$3.84M +223,860 +291%
Barclays
30
Barclays
United Kingdom
$5.57M +$592K +34,458 +13%
BCM
31
Bridgeway Capital Management
Texas
$5.15M -$810K -47,190 -15%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$4.49M -$532K -30,946 -11%
First Trust Advisors
33
First Trust Advisors
Illinois
$4.47M -$78.9K -4,594 -2%
HAI
34
Hennessy Advisors Inc
California
$4.09M +$601K +35,000 +19%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$3.88M
Federated Hermes
36
Federated Hermes
Pennsylvania
$3.43M +$814K +47,395 +35%
WCM
37
Wedge Capital Management
North Carolina
$3.36M -$34.4K -2,003 -1%
Renaissance Technologies
38
Renaissance Technologies
New York
$3.26M -$831K -48,400 -22%
GI
39
GAMCO Investors
Connecticut
$2.96M +$275K +16,000 +11%
AC
40
Addison Capital
Pennsylvania
$2.77M -$127K -7,422 -5%
Wells Fargo
41
Wells Fargo
California
$2.71M +$15.2K +883 +0.6%
EF
42
Empowered Funds
Pennsylvania
$2.35M -$467K -27,190 -18%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.13M -$41.2K -2,400 -2%
UBS AM
44
UBS AM
Illinois
$2.11M -$185K -10,769 -9%
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
$2.09M -$2.06M -120,003 -52%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$2.05M +$486K +28,291 +34%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$2.03M +$1.89M +110,292 New
Citadel Advisors
48
Citadel Advisors
Florida
$1.83M +$772K +44,968 +84%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.72M -$68.3K -3,974 -4%
SEI Investments
50
SEI Investments
Pennsylvania
$1.69M +$376K +21,897 +32%

OCFC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2024, worth a combined $779M — up 15% from $675M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OCFC positions and 15 closed out — a net gain of 11 holders — while 67 added to existing stakes and 64 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.9M. The largest seller was Goldman Sachs, cutting an estimated $13.4M.

  • 194 institutional investors held OceanFirst Financial (OCFC) as of Q3 2024, up from 183 in Q2 2024.
  • Funds reported $779M of OceanFirst Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 26 funds opened new OceanFirst Financial positions in Q3 2024 and 15 closed out, a net change of +11 holders.
  • The largest OceanFirst Financial buyer in Q3 2024 was Wellington Management Group, an estimated $15.9M added.
  • The largest OceanFirst Financial seller in Q3 2024 was Goldman Sachs, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2024.