We are live on ! Find out more
OCFC icon

OceanFirst Financial
OCFC

112 hedge funds and large institutions have $337M invested in OceanFirst Financial in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $285M → $337M (+$52M)

2% more funds holding

Funds holding: 110 → 112 (+2)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
57
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
+$8.48M
2
Goldman Sachs
Goldman Sachs
New York
+$5.87M
3
FCM
FJ Capital Management
Virginia
+$5.64M
4
CRC
Curi RMB Capital
Illinois
+$4.37M
5
MCA
Mendon Capital Advisors
Florida
+$4.15M

Top Sellers

Rank Fund Capital Flow
1
PFP
Patriot Financial Partners
Pennsylvania
-$8.56M
2
HAI
Hennessy Advisors Inc
California
-$1.43M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$858K
4
HHC
Hutchin Hill Capital
New York
-$780K
5
GCP
GSA Capital Partners
United Kingdom
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
101
MUFG Americas
New York
$17K +$16.6K +870 New
CGT
102
Capital Guardian Trust
California
$14K – – –
GT
103
Glenmede Trust
Pennsylvania
$12K – – –
CG
104
Cutler Group
California
$11K +$3.81K +200 +50%
DADC
105
D.A. Davidson & Co
Montana
$11K +$11.2K +587 New
BKA
106
Brick & Kyle Associates
Pennsylvania
$10K – – –
VIA
107
Vantage Investment Advisors
Pennsylvania
$10K – – –
Creative Planning
108
Creative Planning
Kansas
$2K – – –
Barclays
109
Barclays
United Kingdom
$2K +$2.46K +129 New
TCIM
110
TIAA CREF Investment Management
New York
$1.33K +$33.5K +1,758 +3%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$243 – – –
PFP
112
Patriot Financial Partners
Pennsylvania
– -$8.56M -471,103 Closed
GCP
113
GSA Capital Partners
United Kingdom
– -$687K -37,785 Closed
TC
114
TFS Capital
Pennsylvania
– -$680K -37,414 Closed
SCM
115
Sterling Capital Management
North Carolina
– -$528K -29,066 Closed
AIM
116
Acrospire Investment Management
Illinois
– -$48K -2,623 Closed
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
– -$45K -2,501 Closed
PAM
118
Panagora Asset Management
Massachusetts
– -$44K -2,417 Closed
TRCT
119
Tower Research Capital (TRC)
New York
– -$22K -1,230 Closed
SEI Investments
120
SEI Investments
Pennsylvania
– -$2K -109 Closed
DA
121
Denali Advisors
California
– -$1K -44 Closed
1 2 3 4
5

OCFC Hedge Fund Activity: Q3 2016 in Review

112 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2016, worth a combined $337M — up 18% from $285M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new OCFC positions and 10 closed out — a net gain of 2 holders — while 57 added to existing stakes and 19 trimmed.

The largest buyer was EJF Capital, adding an estimated $8.48M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $8.56M sold.

  • 112 institutional investors held OceanFirst Financial (OCFC) as of Q3 2016, up from 110 in Q2 2016.
  • Funds reported $337M of OceanFirst Financial stock for Q3 2016, up 18% quarter-over-quarter.
  • 12 funds opened new OceanFirst Financial positions in Q3 2016 and 10 closed out, a net change of +2 holders.
  • The largest OceanFirst Financial buyer in Q3 2016 was EJF Capital, an estimated $8.48M added.
  • The largest OceanFirst Financial seller in Q3 2016 was Patriot Financial Partners, an estimated $8.56M sold.

Based on aggregated 13F filings for Q3 2016.