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OceanFirst Financial
OCFC

161 hedge funds and large institutions have $979M invested in OceanFirst Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

182% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $412K

29% more capital invested

Capital invested by funds: $756M → $979M (+$222M)

14% more funds holding

Funds holding: 141 → 161 (+20)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

1% more ownership

Funds ownership: 67.29% → 68.28% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
55
Reduced
54
Closed
9
Calls
$1.16M
Puts
$412K
Net Calls
+$749K
Net Calls Change
+$787K

Top Buyers

1
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$13.9M
2
BlackRock
BlackRock
New York
+$13.1M
3
PCM
Peregrine Capital Management
Minnesota
+$12.7M
4
GKIM
GW&K Investment Management
Massachusetts
+$11.6M
5
EA
Emerald Advisers
Pennsylvania
+$10.9M

Top Sellers

1
FCM
FJ Capital Management
Virginia
-$21.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.4M
3
Northern Trust
Northern Trust
Illinois
-$6.55M
4
Renaissance Technologies
Renaissance Technologies
New York
-$4.74M
5
William Blair Investment Management
William Blair Investment Management
Illinois
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
GAMCO Investors
Connecticut
$2.49M -$32.3K -1,500 -1%
Barclays
52
Barclays
United Kingdom
$2.39M +$124K +5,755 +6%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$2.23M -$123K -5,739 -6%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.14M -$7.87K -366 -0.4%
Morgan Stanley
55
Morgan Stanley
New York
$2.13M -$2.3M -107,038 -55%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$2.05M -$111K -5,142 -6%
SCC
57
Second Curve Capital
Pennsylvania
$1.99M -$516K -24,000 -22%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$1.91M +$71.7K +3,335 +4%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.78M -$907K -42,189 -36%
Cerity Partners
60
Cerity Partners
New York
$1.68M -$7.4K -344 -0.5%
AQR Capital Management
61
AQR Capital Management
Connecticut
$1.63M +$943K +43,839 +180%
AC
62
Addison Capital
Pennsylvania
$1.55M +$37.8K +1,758 +3%
CIM
63
Corbyn Investment Management
Maryland
$1.48M +$26.9K +1,251 +2%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$1.28M – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$1.25M +$831K +38,619 +287%
UBS AM
66
UBS AM
Illinois
$1.24M +$33.2K +1,542 +3%
AACP
67
Advantage Alpha Capital Partners
California
$1.21M +$74.2K +3,450 +7%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$1.17M +$178K +8,261 +20%
TA
69
Teton Advisors
New York
$1.14M -$497K -23,100 -33%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$1.14M -$216K -10,060 -17%
UBS Group
71
UBS Group
Switzerland
$1.14M +$193K +8,992 +23%
CS
72
Credit Suisse
Switzerland
$1.13M -$735K -34,183 -42%
BGIM
73
Brandywine Global Investment Management
Pennsylvania
$1.12M +$1.01M +46,947 New
Principal Financial Group
74
Principal Financial Group
Iowa
$1.11M +$76.4K +3,554 +8%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$1.09M +$545K +25,329 +126%
1 2
3
4 5

OCFC Hedge Fund Activity: Q1 2021 in Review

161 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2021, worth a combined $979M — up 29% from $756M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OCFC positions and 9 closed out — a net gain of 21 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $13.9M. The largest seller was FJ Capital Management, cutting an estimated $21.1M.

  • 161 institutional investors held OceanFirst Financial (OCFC) as of Q1 2021, up from 141 in Q4 2020.
  • Funds reported $979M of OceanFirst Financial stock for Q1 2021, up 29% quarter-over-quarter.
  • 30 funds opened new OceanFirst Financial positions in Q1 2021 and 9 closed out, a net change of +21 holders.
  • The largest OceanFirst Financial buyer in Q1 2021 was Emerald Mutual Fund Advisers Trust, an estimated $13.9M added.
  • The largest OceanFirst Financial seller in Q1 2021 was FJ Capital Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2021.