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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
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$75K
PMFA
152
Plante Moran Financial Advisors
Michigan
$75K
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$68.1K
WFA
154
Wipfli Financial Advisors
Wisconsin
$46K +$49.2K +2,462 New
NF
155
Norwood Financial
Pennsylvania
$41K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$36K +$17.3K +864 +81%
AssetMark Inc
157
AssetMark Inc
California
$34K
AFS
158
Annapolis Financial Services
Maryland
$33K
NL
159
NVWM LLC
Pennsylvania
$32K
CSPAM
160
Cary Street Partners Asset Management
Virginia
$29K +$31K +1,550 New
SOW
161
State of Wyoming
Wyoming
$28K -$720 -36 -2%
QCG
162
Quadrant Capital Group
Ohio
$28K +$29.1K +1,454 +3,381%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$22K +$220 +11 +0.9%
EARNEST Partners
164
EARNEST Partners
Georgia
$19K
SSB
165
Sandy Spring Bank
Maryland
$17K
Macquarie Group
166
Macquarie Group
Australia
$15K -$16.3K -816 Closed
LC
167
Lindbrook Capital
California
$15K -$2.66K -133 -14%
FHA
168
First Horizon Advisors
Tennessee
$12K +$600 +30 +4%
CSB
169
City State Bank
Iowa
$11K
Osaic Holdings
170
Osaic Holdings
Arizona
$10K +$600 +30 +6%
US Bancorp
171
US Bancorp
Minnesota
$7K +$260 +13 +3%
TWA
172
TCI Wealth Advisors
Arizona
$6K
PTC
173
Private Trust Company
Ohio
$4K
KFI
174
Key Financial Inc
Pennsylvania
$3K
GEA
175
Glen Eagle Advisors
New Jersey
$1.58K +$1.7K +85 New

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.