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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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$777K +$9.37K +381 +1%
Deutsche Bank
77
Deutsche Bank
Germany
$744K -$380K -15,440 -34%
RA
78
Royce & Associates
New York
$721K -$836K -34,000 -54%
BGDI
79
BW Gestao de Investimentos
Brazil
$721K – – –
KPW
80
Kore Private Wealth
New York
$641K – – –
MIM
81
MetLife Investment Management
New Jersey
$548K – – –
GWI
82
Grace & White Inc
New York
$529K – – –
VOYA Investment Management
83
VOYA Investment Management
Georgia
$517K +$18.3K +744 +4%
SEI Investments
84
SEI Investments
Pennsylvania
$499K +$270 +11 +0.1%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$474K +$4.38K +178 +0.9%
Citigroup
86
Citigroup
New York
$474K +$44K +1,789 +10%
NC
87
NewSquare Capital
Pennsylvania
$458K – – –
GHA
88
GW Henssler & Associates
Georgia
$447K +$443K +18,000 New
BS
89
Boenning & Scattergood
Pennsylvania
$433K – – –
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$432K +$427K +17,371 New
AI
91
Atom Investors
Texas
$429K +$425K +17,268 New
FP
92
Foundry Partners
Minnesota
$414K – – –
AA
93
ALPS Advisors
Colorado
$390K -$20.3K -827 -5%
OAM
94
Oxford Asset Management
United Kingdom
$389K +$385K +15,646 New
Principal Financial Group
95
Principal Financial Group
Iowa
$388K +$384K +15,625 New
MLICM
96
Metropolitan Life Insurance Company (MetLife)
New York
$387K – – –
LPL Financial
97
LPL Financial
California
$384K -$28.8K -1,173 -7%
RHCA
98
Rosenthal Henry Capital Advisors
Indiana
$373K +$369K +15,000 New
TAM
99
Tradition Asset Management
Virginia
$368K +$365K +14,830 New
Two Sigma Advisers
100
Two Sigma Advisers
New York
$353K +$349K +14,206 New
2 3
4
5 6

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.