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OceanFirst Financial
OCFC

123 hedge funds and large institutions have $610M invested in OceanFirst Financial in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.78% more ownership

Funds ownership: 63.04% → 66.82% (+3.8%)

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

0% more capital invested

Capital invested by funds: $609M → $610M (+$1.02M)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

5% less funds holding

Funds holding: 130 → 123 (-7)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
123
Holders Change
-7
Holders Change %
-5.38%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
42
Reduced
39
Closed
19
Calls
$14K
Puts
–
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$51M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$18.7M
3
SAM
Skyline Asset Management
Illinois
+$13.3M
4
O
OppenheimerFunds
New York
+$12.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$7.83M
2
RCYC
Richard C. Young & Co
Rhode Island
-$5.31M
3
PP
Prospector Partners
Connecticut
-$3.24M
4
BFC
Banc Funds Company
Illinois
-$3.08M
5
IAM
Integre Asset Management
New York
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$517K – – –
TCM
77
Tradition Capital Management
New Jersey
$499K -$29.1K -1,000 -5%
Invesco
78
Invesco
Georgia
$475K +$90.5K +3,112 +23%
AWCI
79
Alpine Woods Capital Investors
New York
$465K -$23.3K -800 -5%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$432K -$120K -4,109 -21%
AIG
81
American International Group
New York
$432K +$103K +3,548 +30%
Allianz Asset Management
82
Allianz Asset Management
Germany
$421K +$434K +14,930 New
HHC
83
Hutchin Hill Capital
New York
$411K +$425K +14,600 New
Bank of America
84
Bank of America
North Carolina
$402K +$147K +5,054 +55%
AP
85
AHL Partners
United Kingdom
$395K +$408K +14,012 New
LPL Financial
86
LPL Financial
California
$357K +$4.36K +150 +1%
VOYA Investment Management
87
VOYA Investment Management
Georgia
$356K – – –
BGDI
88
BW Gestao de Investimentos
Brazil
$350K -$12.2K -420 -3%
WS
89
Wedbush Securities
California
$346K -$57.2K -1,966 -14%
SCC
90
Second Curve Capital
Pennsylvania
$331K – – –
YCM
91
Yorkville Capital Management
New York
$330K +$5.82K +200 +2%
AQR Capital Management
92
AQR Capital Management
Connecticut
$324K +$136K +4,658 +68%
Millennium Management
93
Millennium Management
New York
$270K +$279K +9,580 New
Squarepoint
94
Squarepoint
New York
$263K -$401K -13,793 -60%
HCM
95
Highlander Capital Management
New Jersey
$245K – – –
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$234K – – –
UBS AM
97
UBS AM
Illinois
$228K +$236K +8,100 New
Deutsche Bank
98
Deutsche Bank
Germany
$228K -$218K -7,492 -48%
JMPWA
99
JP Morgan Private Wealth Advisors
California
$225K -$58.2K -2,000 -20%
RJA
100
Raymond James & Associates
Florida
$200K +$207K +7,110 New
2 3
4
5 6

OCFC Hedge Fund Activity: Q1 2017 in Review

123 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2017, worth a combined $610M — up 0.17% from $609M a quarter earlier.

Fund positioning in OCFC was balanced in Q1 2017: 19 funds opened new positions, 19 closed out, 42 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $51M. The largest seller was EJF Capital, cutting an estimated $7.83M.

  • 123 institutional investors held OceanFirst Financial (OCFC) as of Q1 2017, down from 130 in Q4 2016.
  • Funds reported $610M of OceanFirst Financial stock for Q1 2017, up 0.17% quarter-over-quarter.
  • 19 funds opened new OceanFirst Financial positions in Q1 2017 and 19 closed out, a net change of 0 holders.
  • The largest OceanFirst Financial buyer in Q1 2017 was BlackRock, an estimated $51M added.
  • The largest OceanFirst Financial seller in Q1 2017 was EJF Capital, an estimated $7.83M sold.

Based on aggregated 13F filings for Q1 2017.