We are live on ! Find out more
OCFC icon

OceanFirst Financial

194 hedge funds and large institutions have $779M invested in OceanFirst Financial in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22,675% more call options, than puts

Call options by funds: $911K | Put options by funds: $4K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

15% more capital invested

Capital invested by funds: $675M → $779M (+$104M)

6% more funds holding

Funds holding: 183194 (+11)

5% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 64

0.7% less ownership

Funds ownership: 72.37%71.67% (-0.7%)

Holders
194
Holders Change
+11
Holders Change %
+6.01%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
67
Reduced
64
Closed
15
Calls
$911K
Puts
$4K
Net Calls
+$907K
Net Calls Change
-$18K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Savant Capital
Illinois
$227K +$209K +12,193 New
Wealth Enhancement Advisory Services
127
Wealth Enhancement Advisory Services
Minnesota
$222K +$205K +11,943 New
CIBC Private Wealth Group
128
CIBC Private Wealth Group
Georgia
$213K +$54.9K +3,194 +39%
Victory Capital Management
129
Victory Capital Management
Texas
$212K -$47.1K -2,741 -19%
ProShare Advisors
130
ProShare Advisors
Maryland
$202K +$187K +10,870 New
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$202K +$186K +10,846 New
I
132
INVST
Indiana
$199K
Arrowstreet Capital
133
Arrowstreet Capital
Massachusetts
$196K +$181K +10,538 New
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$194K
IIM
135
INTECH Investment Management
Florida
$192K +$178K +10,353 New
Man Group
136
Man Group
United Kingdom
$189K +$175K +10,177 New
UB
137
UMB Bank
Missouri
$178K
Canada Life
138
Canada Life
Manitoba, Canada
$177K +$7.68K +447 +5%
TRCT
139
Tower Research Capital (TRC)
New York
$162K -$179K -10,417 -54%
MAM
140
Meeder Asset Management
Ohio
$144K +$65.9K +3,835 +98%
CSC
141
Caldwell Sutter Capital
California
$144K -$4.16K -242 -3%
ECM
142
EMC Capital Management
Texas
$132K -$155K -9,002 -98%
AIP
143
Ameritas Investment Partners
Nebraska
$108K
ACM
144
Aquatic Capital Management
Illinois
$104K +$96.2K +5,600 New
BBPWM
145
Blue Bell Private Wealth Management
Pennsylvania
$102K
Osaic Holdings
146
Osaic Holdings
Arizona
$84.8K +$103 +6 +0.1%
SOW
147
State of Wyoming
Wyoming
$84.4K +$6.72K +391 +9%
PMFA
148
Plante Moran Financial Advisors
Michigan
$74.4K
Fidelity Investments
149
Fidelity Investments
Massachusetts
$62K +$6.37K +371 +13%
PAS
150
Point72 Asia (Singapore)
Singapore
$56.8K +$23.7K +1,379 +82%

OCFC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2024, worth a combined $779M — up 15% from $675M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OCFC positions and 15 closed out — a net gain of 11 holders — while 67 added to existing stakes and 64 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.9M. The largest seller was Goldman Sachs, cutting an estimated $13.4M.

  • 194 institutional investors held OceanFirst Financial (OCFC) as of Q3 2024, up from 183 in Q2 2024.
  • Funds reported $779M of OceanFirst Financial stock for Q3 2024, up 15% quarter-over-quarter.
  • 26 funds opened new OceanFirst Financial positions in Q3 2024 and 15 closed out, a net change of +11 holders.
  • The largest OceanFirst Financial buyer in Q3 2024 was Wellington Management Group, an estimated $15.9M added.
  • The largest OceanFirst Financial seller in Q3 2024 was Goldman Sachs, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2024.