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OceanFirst Financial

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: 185195 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$1.27M
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$1.24M +$223K +13,813 +22%
CRC
53
Curi RMB Capital
Illinois
$1.23M
MCA
54
Mendon Capital Advisors
Florida
$1.23M
Rafferty Asset Management
55
Rafferty Asset Management
New York
$1.23M -$140K -8,690 -10%
Prudential Financial
56
Prudential Financial
New Jersey
$1.19M -$51.6K -3,200 -4%
GCP
57
GSA Capital Partners
United Kingdom
$1.18M +$949K +58,795 +455%
Comerica Bank
58
Comerica Bank
Texas
$1.16M -$98.8K -6,125 -8%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.12M -$46K -2,850 -4%
Citigroup
60
Citigroup
New York
$1.1M +$2.69K +167 +0.2%
Mariner
61
Mariner
Kansas
$1.09M -$226 -14 -0%
Squarepoint
62
Squarepoint
New York
$1.08M +$172K +10,646 +19%
EWS
63
Eagle Wealth Strategies
New Jersey
$1.08M +$221K +13,690 +25%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$1.07M
CS
65
Credit Suisse
Switzerland
$1.06M
Legal & General Group
66
Legal & General Group
United Kingdom
$1.01M +$44.9K +2,784 +5%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$973K -$51.7K -3,204 -5%
Franklin Resources
68
Franklin Resources
California
$966K +$949K +58,848 New
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$963K -$109K -6,741 -10%
Walleye Capital
70
Walleye Capital
New York
$941K -$389K -24,139 -30%
Connor, Clark & Lunn Investment Management (CC&L)
71
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$915K +$284K +17,616 +46%
SEI Investments
72
SEI Investments
Pennsylvania
$866K +$206K +12,754 +32%
EGM
73
Engineers Gate Manager
New York
$864K +$849K +52,622 New
PH
74
Pinnacle Holdings
Oklahoma
$845K -$9.1K -564 -1%
A
75
AlphaQuest
New York
$841K +$55.6K +3,449 +7%

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.