OceanFirst Financial
OCFC
81 hedge funds and large institutions have $201M invested in OceanFirst Financial in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
21% more capital invested
Capital invested by funds: $166M → $201M (+$34.9M)
1% more funds holding
Funds holding: 80 → 81 (+1)
0% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$1.76M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$1.66M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$1.43M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$899K |
| 5 |
TCM
Tradition Capital Management
Summit,
New Jersey
|
+$637K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$2.24M |
| 2 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$1.52M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$812K |
| 4 |
Morgan Stanley
New York
|
-$686K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$602K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
76
Vantage Investment Advisors
State College,
Pennsylvania
| $10K | – | – | – |
|
77
BlackRock
New York
| $9K | – | – | – |
|
78
SEI Investments
Oaks,
Pennsylvania
| $7K | +$6.99K | +364 | New |
|
|
DA
79
Denali Advisors
San Diego,
California
| $3K | – | – | – |
|
|
PCM
80
Prelude Capital Management
New York
| $1K | +$960 | +50 | New |
|
81
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $173 | – | – | – |
|
|
HCMT
82
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| – | -$52K | -3,000 | Closed |
|
|
CCMH
83
Cornerstone Capital Management Holdings
New York
| – | -$38K | -2,200 | Closed |
|
84
UBS Group
Zurich,
Switzerland
| – | -$22K | -1,297 | Closed |
|
85
Barclays
London,
United Kingdom
| – | -$1K | -70 | Closed |
|
OCFC Hedge Fund Activity: Q4 2015 in Review
81 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2015, worth a combined $201M — up 21% from $166M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OCFC positions and 4 closed out — a net gain of 4 holders — while 29 added to existing stakes and 29 trimmed.
The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $1.76M. The largest seller was Endeavour Capital Advisors, cutting an estimated $2.24M.
- 81 institutional investors held OceanFirst Financial (OCFC) as of Q4 2015, up from 80 in Q3 2015.
- Funds reported $201M of OceanFirst Financial stock for Q4 2015, up 21% quarter-over-quarter.
- 8 funds opened new OceanFirst Financial positions in Q4 2015 and 4 closed out, a net change of +4 holders.
- The largest OceanFirst Financial buyer in Q4 2015 was Emerald Mutual Fund Advisers Trust, an estimated $1.76M added.
- The largest OceanFirst Financial seller in Q4 2015 was Endeavour Capital Advisors, an estimated $2.24M sold.
Based on aggregated 13F filings for Q4 2015.