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OceanFirst Financial

135 hedge funds and large institutions have $797M invested in OceanFirst Financial in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 43

0.38% more ownership

Funds ownership: 74.54%74.92% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 136135 (-1)

19% less capital invested

Capital invested by funds: $980M → $797M (-$183M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $781K

Holders
135
Holders Change
-1
Holders Change %
-0.74%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
19
Increased
45
Reduced
43
Closed
19
Calls
Puts
$781K
Net Calls
-$781K
Net Calls Change
-$781K
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$239K -$301 -12 -0.1%
GKIM
102
GW&K Investment Management
Massachusetts
$238K +$265K +10,590 New
AAS
103
Avantax Advisory Services
Texas
$229K +$252K +10,068 New
AWCI
104
Alpine Woods Capital Investors
New York
$227K
PI
105
PEAK6 Investments
Illinois
$213K +$237K +9,455 New
Legal & General Group
106
Legal & General Group
United Kingdom
$187K +$23.4K +934 +13%
AIP
107
Ameritas Investment Partners
Nebraska
$88K
Canada Life
108
Canada Life
Manitoba, Canada
$85K +$2.13K +85 +2%
HCM
109
Highlander Capital Management
New Jersey
$66K -$168K -6,706 -70%
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$66K
LTFS
111
Ladenburg Thalmann Financial Services
Florida
$56K -$2.43K -97 -4%
SWM
112
SeaCrest Wealth Management
New York
$48K
HCM
113
Hilton Capital Management
New York
$45K
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$40.4K +$5.16K +206 +13%
NL
115
NVWM LLC
Pennsylvania
$37K
Barclays
116
Barclays
United Kingdom
$31K -$441K -17,607 -93%
OAM
117
Oppenheimer Asset Management
New York
$25K +$28K +1,118 New
CBT
118
Capital Bank & Trust
California
$24K +$8.89K +355 +48%
BAM
119
Bruderman Asset Management
New York
$24K +$26.3K +1,048 New
EARNEST Partners
120
EARNEST Partners
Georgia
$23K
VFA
121
Valeo Financial Advisors
Indiana
$23K
WT
122
Whittier Trust
California
$20K +$22.8K +909 New
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$19.4K +$1.85M +73,653 +9%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$15K +$8.64K +345 +105%
PGWM
125
Parisi Gray Wealth Management
New Jersey
$10K

OCFC Hedge Fund Activity: Q4 2018 in Review

135 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2018, worth a combined $797M — down 19% from $980M a quarter earlier.

Fund positioning in OCFC was balanced in Q4 2018: 19 funds opened new positions, 19 closed out, 45 added to existing stakes and 43 trimmed.

The largest buyer was Zeke Capital Advisors, opening a new position worth an estimated $19M. The largest seller was Wellington Management Group, cutting an estimated $9.61M.

  • 135 institutional investors held OceanFirst Financial (OCFC) as of Q4 2018, down from 136 in Q3 2018.
  • Funds reported $797M of OceanFirst Financial stock for Q4 2018, down 19% quarter-over-quarter.
  • 19 funds opened new OceanFirst Financial positions in Q4 2018 and 19 closed out, a net change of 0 holders.
  • The largest OceanFirst Financial buyer in Q4 2018 was Zeke Capital Advisors, an estimated $19M added.
  • The largest OceanFirst Financial seller in Q4 2018 was Wellington Management Group, an estimated $9.61M sold.

Based on aggregated 13F filings for Q4 2018.