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OceanFirst Financial
OCFC

197 hedge funds and large institutions have $778M invested in OceanFirst Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

1.81% more ownership

Funds ownership: 71.67% → 73.48% (+1.8%)

2% more funds holding

Funds holding: 194 → 197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $779M → $778M (-$1.48M)

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
76
Reduced
61
Closed
16
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$19K

Top Buyers

1
FP
Foundry Partners
Minnesota
+$5.52M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$5.02M
3
MIIM
Mesirow Institutional Investment Management
Illinois
+$3.41M
4
BCM
Basswood Capital Management
New York
+$2.84M
5
Goldman Sachs
Goldman Sachs
New York
+$2.84M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$3.6M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.29M
3
ECA
Endeavour Capital Advisors
Connecticut
-$2.83M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.96M
5
N
Nuveen
North Carolina
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
126
New York State Common Retirement Fund
New York
$280K – – –
EC
127
EJF Capital
Virginia
$278K -$206K -10,810 -41%
HCA
128
Harbor Capital Advisors
Illinois
$278K -$47.3K -2,479 -14%
HF
129
HRT Financial
New York
$277K -$161K -8,414 -35%
TRCT
130
Tower Research Capital (TRC)
New York
$263K +$111K +5,822 +67%
Stifel Financial
131
Stifel Financial
Missouri
$260K -$134 -7 -0%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$259K +$45.4K +2,376 +20%
ACM
133
Aquatic Capital Management
Illinois
$259K +$166K +8,719 +156%
GCM
134
Graham Capital Management
Connecticut
$244K +$257K +13,476 New
CAMG
135
CWA Asset Management Group
Florida
$226K +$239K +12,500 New
SC
136
Savant Capital
Illinois
$220K -$267 -14 -0.1%
TSS
137
Two Sigma Securities
New York
$213K +$224K +11,754 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$212K +$16.8K +882 +8%
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$212K +$223K +11,689 New
Victory Capital Management
140
Victory Capital Management
Texas
$207K +$1.2K +63 +0.6%
PA
141
PharVision Advisers
Florida
$192K +$202K +10,590 New
FFA
142
Farther Finance Advisors
California
$191K +$181K +9,500 +912%
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$189K – – –
CSP
144
Cary Street Partners
Virginia
$183K +$193K +10,129 New
CIBC Private Wealth Group
145
CIBC Private Wealth Group
Georgia
$178K -$29.8K -1,563 -14%
Canada Life
146
Canada Life
Manitoba, Canada
$166K -$6.3K -330 -3%
ECM
147
EMC Capital Management
Texas
$166K +$172K +9,002 +6,001%
Acadian Asset Management
148
Acadian Asset Management
Massachusetts
$165K -$562K -29,436 -76%
MAM
149
Meeder Asset Management
Ohio
$140K – – –
CSC
150
Caldwell Sutter Capital
California
$140K – – –
4 5
6
7 8

OCFC Hedge Fund Activity: Q4 2024 in Review

197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2024, worth a combined $778M — down 0.19% from $779M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OCFC positions and 16 closed out — a net gain of 5 holders — while 76 added to existing stakes and 61 trimmed.

The largest buyer was Foundry Partners, adding an estimated $5.52M. The largest seller was First Trust Advisors, cutting an estimated $3.6M.

  • 197 institutional investors held OceanFirst Financial (OCFC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $778M of OceanFirst Financial stock for Q4 2024, down 0.19% quarter-over-quarter.
  • 21 funds opened new OceanFirst Financial positions in Q4 2024 and 16 closed out, a net change of +5 holders.
  • The largest OceanFirst Financial buyer in Q4 2024 was Foundry Partners, an estimated $5.52M added.
  • The largest OceanFirst Financial seller in Q4 2024 was First Trust Advisors, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2024.