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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
QT
126
Quantbot Technologies
New York
$52K +$51.6K +2,100 New
HCM
127
Highlander Capital Management
New Jersey
$50K – – –
HCM
128
Hilton Capital Management
New York
$50K – – –
NL
129
NVWM LLC
Pennsylvania
$41K – – –
QT
130
Quantamental Technologies
New York
$36K +$36.1K +1,467 New
OAM
131
Oppenheimer Asset Management
New York
$28K – – –
EARNEST Partners
132
EARNEST Partners
Georgia
$25K – – –
WT
133
Whittier Trust
California
$23K – – –
CBT
134
Capital Bank & Trust
California
$18K – – –
SPIA
135
Steward Partners Investment Advisory
New York
$14K +$14.8K +600 New
PWMG
136
Prestige Wealth Management Group
New Jersey
$8K – – –
US Bancorp
137
US Bancorp
Minnesota
$6K +$4.23K +172 +277%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$5K +$4.92K +200 New
CFGS
139
Concourse Financial Group Securities
Alabama
$4K – – –
LC
140
Lindbrook Capital
California
$4K – – –
PA
141
Parallel Advisors
California
$4K – – –
GT
142
Glenmede Trust
Pennsylvania
$219 -$7.38K -300 -3%
SAM
143
Skyline Asset Management
Illinois
– -$12.2M -506,500 Closed
CCM
144
Castine Capital Management
Massachusetts
– -$2.5M -104,091 Closed
TAM
145
Tocqueville Asset Management
New York
– -$2M -82,954 Closed
TI
146
Trexquant Investment
Connecticut
– -$325K -13,500 Closed
SM
147
Sciencast Management
New Jersey
– -$228K -9,300 Closed
PI
148
PEAK6 Investments
Illinois
– -$188K -7,820 Closed
TRCT
149
Tower Research Capital (TRC)
New York
– -$70K -2,908 Closed
SWM
150
SeaCrest Wealth Management
New York
– -$51K -2,133 Closed
3 4 5
6
7

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.