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OceanFirst Financial

161 hedge funds and large institutions have $979M invested in OceanFirst Financial in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

182% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $412K

29% more capital invested

Capital invested by funds: $756M → $979M (+$222M)

14% more funds holding

Funds holding: 141161 (+20)

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

1% more ownership

Funds ownership: 67.29%68.28% (+1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
161
Holders Change
+20
Holders Change %
+14.18%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
55
Reduced
54
Closed
9
Calls
$1.16M
Puts
$412K
Net Calls
+$749K
Net Calls Change
+$787K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
101
Victory Capital Management
Texas
$497K -$774 -36 -0.2%
GWI
102
Grace & White Inc
New York
$488K
RHCA
103
Rosenthal Henry Capital Advisors
Indiana
$479K
Natixis Advisors
104
Natixis Advisors
Massachusetts
$472K +$424K +19,734 New
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$428K +$384K +17,870 New
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$426K -$14.7K -684 -4%
Holocene Advisors
107
Holocene Advisors
New York
$420K +$377K +17,548 New
LPL Financial
108
LPL Financial
California
$418K +$6.32K +294 +2%
TI
109
Trexquant Investment
Connecticut
$414K +$152K +7,062 +69%
SSA
110
Schonfeld Strategic Advisors
New York
$404K +$17.2K +800 +5%
IA
111
IndexIQ Advisors
New York
$401K +$76.9K +3,573 +27%
ASRS
112
Arizona State Retirement System
Arizona
$400K +$1.46K +68 +0.4%
QCMNJ
113
Quantum Capital Management (New Jersey)
New Jersey
$393K
CPSC
114
Carl P. Sherr & Co
Massachusetts
$382K
ProShare Advisors
115
ProShare Advisors
Maryland
$380K +$59.1K +2,747 +21%
QC
116
Quadrature Capital
United Kingdom
$328K +$295K +13,698 New
Two Sigma Investments
117
Two Sigma Investments
New York
$326K +$292K +13,598 New
Mariner
118
Mariner
Kansas
$304K -$2.85M -132,359 -91%
AA
119
ALPS Advisors
Colorado
$303K -$65.8K -3,058 -19%
AIM
120
Aigen Investment Management
New York
$287K +$11.9K +552 +5%
CFS
121
CRA Financial Services
New Jersey
$269K -$101K -4,701 -29%
Legal & General Group
122
Legal & General Group
United Kingdom
$255K +$34.7K +1,613 +18%
SG Americas Securities
123
SG Americas Securities
New York
$253K -$143K -6,644 -39%
ZCA
124
Zeke Capital Advisors
Pennsylvania
$247K -$222K -10,313 -50%
PCM
125
Prelude Capital Management
New York
$239K +$215K +10,000 New

OCFC Hedge Fund Activity: Q1 2021 in Review

161 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2021, worth a combined $979M — up 29% from $756M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OCFC positions and 9 closed out — a net gain of 21 holders — while 55 added to existing stakes and 54 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $13.9M. The largest seller was FJ Capital Management, cutting an estimated $21.1M.

  • 161 institutional investors held OceanFirst Financial (OCFC) as of Q1 2021, up from 141 in Q4 2020.
  • Funds reported $979M of OceanFirst Financial stock for Q1 2021, up 29% quarter-over-quarter.
  • 30 funds opened new OceanFirst Financial positions in Q1 2021 and 9 closed out, a net change of +21 holders.
  • The largest OceanFirst Financial buyer in Q1 2021 was Emerald Mutual Fund Advisers Trust, an estimated $13.9M added.
  • The largest OceanFirst Financial seller in Q1 2021 was FJ Capital Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2021.