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OceanFirst Financial
OCFC

144 hedge funds and large institutions have $879M invested in OceanFirst Financial in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

71% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 35

4% more funds holding

Funds holding: 138 → 144 (+6)

4% more capital invested

Capital invested by funds: $848M → $879M (+$31.1M)

0.14% less ownership

Funds ownership: 69.21% → 69.07% (-0.14%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
144
Holders Change
+6
Holders Change %
+4.35%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
60
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$17.4M
2
N
Nuveen
North Carolina
+$6.44M
3
ECA
Endeavour Capital Advisors
Connecticut
+$4.45M
4
Wells Fargo
Wells Fargo
California
+$3.88M
5
EA
Emerald Advisers
Pennsylvania
+$3.81M

Top Sellers

Rank Fund Capital Flow
1
SAM
Skyline Asset Management
Illinois
-$12.2M
2
Ameriprise
Ameriprise
Minnesota
-$11.9M
3
CCM
Castine Capital Management
Massachusetts
-$2.5M
4
TAM
Tocqueville Asset Management
New York
-$2M
5
Bank of America
Bank of America
North Carolina
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.22M +$460K +18,700 +27%
Citadel Advisors
52
Citadel Advisors
Florida
$2.21M -$285K -11,583 -12%
PP
53
Prospector Partners
Connecticut
$2.16M – – –
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.93M +$112K +4,554 +6%
Morgan Stanley
55
Morgan Stanley
New York
$1.88M +$1.11M +45,194 +149%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$1.8M +$69.1K +2,811 +4%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.79M +$153K +6,241 +9%
CP
58
Clover Partners
Texas
$1.76M -$975K -39,633 -36%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.74M +$41.8K +1,700 +2%
Two Sigma Investments
60
Two Sigma Investments
New York
$1.69M +$748K +30,419 +81%
PPA
61
Parametric Portfolio Associates
Washington
$1.6M -$17.9K -726 -1%
PI
62
Putnam Investments
Massachusetts
$1.58M -$24.6K -1,000 -2%
CIM
63
Corbyn Investment Management
Maryland
$1.44M – – –
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$1.29M +$125K +5,100 +11%
MCA
65
Mercer Capital Advisers
New Jersey
$1.08M -$4.92K -200 -0.5%
UBS Group
66
UBS Group
Switzerland
$1.05M +$934K +37,977 +886%
CS
67
Credit Suisse
Switzerland
$1.04M +$218K +8,884 +27%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$984K +$974K +39,599 New
AIS
69
AlphaOne Investment Services
Pennsylvania
$928K -$685K -27,868 -43%
First Trust Advisors
70
First Trust Advisors
Illinois
$922K -$580K -23,576 -39%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$912K +$76.2K +3,100 +9%
TA
72
Teton Advisors
New York
$893K +$266K +10,800 +43%
UBS AM
73
UBS AM
Illinois
$845K +$46.2K +1,880 +6%
Barclays
74
Barclays
United Kingdom
$836K +$8.29K +337 +1%
AIG
75
American International Group
New York
$799K +$45.4K +1,847 +6%
1 2
3
4 5

OCFC Hedge Fund Activity: Q2 2019 in Review

144 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q2 2019, worth a combined $879M — up 3.7% from $848M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OCFC positions and 12 closed out — a net gain of 11 holders — while 60 added to existing stakes and 35 trimmed.

The largest buyer was Invesco, adding an estimated $17.4M. The largest seller was Skyline Asset Management, exiting entirely with an estimated $12.2M sold.

  • 144 institutional investors held OceanFirst Financial (OCFC) as of Q2 2019, up from 138 in Q1 2019.
  • Funds reported $879M of OceanFirst Financial stock for Q2 2019, up 3.7% quarter-over-quarter.
  • 23 funds opened new OceanFirst Financial positions in Q2 2019 and 12 closed out, a net change of +11 holders.
  • The largest OceanFirst Financial buyer in Q2 2019 was Invesco, an estimated $17.4M added.
  • The largest OceanFirst Financial seller in Q2 2019 was Skyline Asset Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2019.