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OceanFirst Financial

183 hedge funds and large institutions have $770M invested in OceanFirst Financial in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 59 increasing their positions, 70 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% more ownership

Funds ownership: 69.82%69.83% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $792M → $770M (-$22.1M)

4% less funds holding

Funds holding: 191183 (-8)

16% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 70

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
183
Holders Change
-8
Holders Change %
-4.19%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
59
Reduced
70
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
126
Moneta Group Investment Advisors
Missouri
$269K -$25K -1,251 -8%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$262K -$167K -8,340 -37%
MWM
128
Mattern Wealth Management
Kansas
$250K +$9.99K +500 +4%
Squarepoint
129
Squarepoint
New York
$244K -$335K -16,743 -56%
VRS
130
Virginia Retirement Systems
Virginia
$231K +$248K +12,400 New
1CM
131
1492 Capital Management
Wisconsin
$231K
Walleye Capital
132
Walleye Capital
New York
$228K -$24.5K -1,224 -9%
SG Americas Securities
133
SG Americas Securities
New York
$214K -$90.1K -4,508 -28%
JC
134
JCSD Capital
California
$205K
NCG
135
Newport Capital Group
New Jersey
$205K +$217K +10,852 New
Truist Financial
136
Truist Financial
North Carolina
$199K -$233K -11,671 -52%
DWM
137
Dakota Wealth Management
Florida
$193K -$13.5K -677 -6%
ZCA
138
Zeke Capital Advisors
Pennsylvania
$192K
Citigroup
139
Citigroup
New York
$183K -$98K -4,903 -33%
UB
140
UMB Bank
Missouri
$178K
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$174K
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$164K
DFCM
143
Dark Forest Capital Management
Puerto Rico
$138K -$19.2K -962 -11%
BVLP
144
Bailey Value Limited Partnership
Massachusetts
$138K
AB
145
Amalgamated Bank
New York
$138K +$1.44K +72 +1%
Wells Fargo
146
Wells Fargo
California
$130K -$15.2K -759 -10%
BBPWM
147
Blue Bell Private Wealth Management
Pennsylvania
$121K
TRCT
148
Tower Research Capital (TRC)
New York
$119K +$89.2K +4,463 +235%
Canada Life
149
Canada Life
Manitoba, Canada
$93K +$7.34K +367 +8%
AIP
150
Ameritas Investment Partners
Nebraska
$87K

OCFC Hedge Fund Activity: Q3 2022 in Review

183 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2022, worth a combined $770M — down 2.8% from $792M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of OCFC and 14 opened new positions — a net loss of 8 holders — while 70 trimmed existing stakes and 59 added.

The largest buyer was Nuveen, adding an estimated $9.93M. The largest seller was Endeavour Capital Advisors, cutting an estimated $5.99M.

  • 183 institutional investors held OceanFirst Financial (OCFC) as of Q3 2022, down from 191 in Q2 2022.
  • Funds reported $770M of OceanFirst Financial stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 14 funds opened new OceanFirst Financial positions in Q3 2022 and 22 closed out, a net change of -8 holders.
  • The largest OceanFirst Financial buyer in Q3 2022 was Nuveen, an estimated $9.93M added.
  • The largest OceanFirst Financial seller in Q3 2022 was Endeavour Capital Advisors, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2022.