We are live on ! Find out more
OCFC icon

OceanFirst Financial
OCFC

185 hedge funds and large institutions have $732M invested in OceanFirst Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $575K | Put options by funds: $172K

29% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 55

22% more capital invested

Capital invested by funds: $600M → $732M (+$132M)

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

2% more funds holding

Funds holding: 182 → 185 (+3)

1.13% more ownership

Funds ownership: 69.84% → 70.96% (+1.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
71
Reduced
55
Closed
27
Calls
$575K
Puts
$172K
Net Calls
+$403K
Net Calls Change
-$3.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$7.2M
2
Morgan Stanley
Morgan Stanley
New York
+$7.06M
3
Millennium Management
Millennium Management
New York
+$4.72M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$4.53M
5
State Street
State Street
Massachusetts
+$3.86M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$11.4M
3
KCM
Kennedy Capital Management
Missouri
-$6.67M
4
FCM
FJ Capital Management
Virginia
-$5.99M
5
GKIM
GW&K Investment Management
Massachusetts
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
101
HRT Financial
New York
$472K +$93.5K +6,412 +31%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$464K -$656 -45 -0.2%
BMCM
103
Black Maple Capital Management
Wisconsin
$441K – – –
CFS
104
CRA Financial Services
New Jersey
$439K +$10.1K +696 +3%
DFCM
105
Dark Forest Capital Management
Puerto Rico
$439K +$369K +25,294 New
MCM
106
Maltese Capital Management
New York
$434K +$365K +25,000 New
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$433K – – –
Principal Financial Group
108
Principal Financial Group
Iowa
$431K +$50.7K +3,475 +16%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$423K -$118K -8,111 -25%
Deutsche Bank
110
Deutsche Bank
Germany
$416K -$11.3K -777 -3%
QT
111
Quantbot Technologies
New York
$385K +$289K +19,815 +839%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$379K -$31.7K -2,171 -9%
Jane Street
113
Jane Street
New York
$376K -$249K -17,099 -44%
AI
114
Atom Investors
Texas
$361K +$68K +4,666 +29%
WG
115
Winton Group
United Kingdom
$356K +$147K +10,103 +97%
GWI
116
Grace & White Inc
New York
$354K – – –
ET
117
Entropy Technologies
New York
$340K +$286K +19,581 New
CB
118
Commerce Bank
Missouri
$334K -$16.8K -1,153 -6%
LWA
119
Ledgewood Wealth Advisors
New Hampshire
$334K +$280K +19,227 New
AA
120
ALPS Advisors
Colorado
$331K -$15.8K -1,087 -5%
NYLIM
121
New York Life Investment Management
New York
$327K -$6.33K -434 -2%
ACM
122
Aquatic Capital Management
Illinois
$325K +$139K +9,500 +103%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$313K -$52.5K -3,603 -17%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$303K +$14.8K +1,016 +6%
Stifel Financial
125
Stifel Financial
Missouri
$295K -$255K -17,510 -51%
3 4
5
6 7

OCFC Hedge Fund Activity: Q4 2023 in Review

185 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2023, worth a combined $732M — up 22% from $600M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OCFC positions and 27 closed out — a net gain of 4 holders — while 71 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $7.2M. The largest seller was JP Morgan Chase, cutting an estimated $14.2M.

  • 185 institutional investors held OceanFirst Financial (OCFC) as of Q4 2023, up from 182 in Q3 2023.
  • Funds reported $732M of OceanFirst Financial stock for Q4 2023, up 22% quarter-over-quarter.
  • 31 funds opened new OceanFirst Financial positions in Q4 2023 and 27 closed out, a net change of +4 holders.
  • The largest OceanFirst Financial buyer in Q4 2023 was BlackRock, an estimated $7.2M added.
  • The largest OceanFirst Financial seller in Q4 2023 was JP Morgan Chase, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2023.