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OceanFirst Financial
OCFC

90 hedge funds and large institutions have $198M invested in OceanFirst Financial in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

68% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 22

11% more funds holding

Funds holding: 81 → 90 (+9)

1% less capital invested

Capital invested by funds: $201M → $198M (-$2.82M)

Holders
90
Holders Change
+9
Holders Change %
+11.11%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
37
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCA
Mendon Capital Advisors
Florida
+$7.16M
2
CRC
Curi RMB Capital
Illinois
+$3.93M
3
Brown Advisory
Brown Advisory
Maryland
+$2.21M
4
WCM
Wedge Capital Management
North Carolina
+$2.15M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$11.2M
2
PIM
Perkins Investment Management
Illinois
-$1.81M
3
LSV Asset Management
LSV Asset Management
Illinois
-$640K
4
TC
TFS Capital
Pennsylvania
-$640K
5
Prudential Financial
Prudential Financial
New Jersey
-$282K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$468K -$205K -11,698 -31%
CIC
52
Cornercap Investment Counsel
Georgia
$460K +$456K +26,015 New
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$455K +$42K +2,396 +10%
Jennison Associates
54
Jennison Associates
New York
$450K +$446K +25,440 New
TCM
55
Tradition Capital Management
New Jersey
$445K -$140K -8,000 -24%
TA
56
Teton Advisors
New York
$434K – – –
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$429K +$32.4K +1,845 +8%
First Trust Advisors
58
First Trust Advisors
Illinois
$425K -$80.3K -4,577 -16%
MC
59
Menta Capital
California
$406K -$24.9K -1,420 -6%
RFC
60
Russell Frank Company
Washington
$348K -$247K -14,060 -42%
TA
61
Teachers Advisors
New York
$341K – – –
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$255K -$154K -8,798 -38%
Citigroup
63
Citigroup
New York
$232K +$122K +6,935 +111%
Invesco
64
Invesco
Georgia
$223K -$75.4K -4,298 -25%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$216K – – –
AWCI
66
Alpine Woods Capital Investors
New York
$209K +$207K +11,800 New
NFA
67
Nationwide Fund Advisors
Ohio
$196K – – –
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$185K +$31K +1,769 +20%
CEI
69
Clark Estates Inc
New York
$185K +$183K +10,455 New
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$165K – – –
AIG
71
American International Group
New York
$138K – – –
BA
72
BlackRock Advisors
Delaware
$120K – – –
HCM
73
Highlander Capital Management
New Jersey
$97K -$40.4K -2,301 -30%
Federated Hermes
74
Federated Hermes
Pennsylvania
$77K +$8.79K +501 +13%
AIM
75
Acrospire Investment Management
Illinois
$61K +$60.6K +3,457 New
1 2
3
4

OCFC Hedge Fund Activity: Q1 2016 in Review

90 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2016, worth a combined $198M — down 1.4% from $201M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OCFC positions and 7 closed out — a net gain of 9 holders — while 37 added to existing stakes and 22 trimmed.

The largest buyer was Mendon Capital Advisors, opening a new position worth an estimated $7.16M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $11.2M sold.

  • 90 institutional investors held OceanFirst Financial (OCFC) as of Q1 2016, up from 81 in Q4 2015.
  • Funds reported $198M of OceanFirst Financial stock for Q1 2016, down 1.4% quarter-over-quarter.
  • 16 funds opened new OceanFirst Financial positions in Q1 2016 and 7 closed out, a net change of +9 holders.
  • The largest OceanFirst Financial buyer in Q1 2016 was Mendon Capital Advisors, an estimated $7.16M added.
  • The largest OceanFirst Financial seller in Q1 2016 was Basswood Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q1 2016.