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OceanFirst Financial

183 hedge funds and large institutions have $675M invested in OceanFirst Financial in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 56 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $237K

32% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 56

0.8% more ownership

Funds ownership: 71.57%72.37% (+0.8%)

2% less capital invested

Capital invested by funds: $692M → $675M (-$16.6M)

6% less funds holding

Funds holding: 195183 (-12)

32% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 28

Holders
183
Holders Change
-12
Holders Change %
-6.15%
% of All Funds
2.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
74
Reduced
56
Closed
28
Calls
$1.16M
Puts
$237K
Net Calls
+$925K
Net Calls Change
-$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$20.4K +$242 +16 +1%
TF
152
Tompkins Financial
New York
$19.1K
EC
153
EntryPoint Capital
New York
$18.8K +$17.9K +1,181 New
NL
154
NVWM LLC
Pennsylvania
$18.2K
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.5K +$1.18K +78 +8%
FFA
156
Farther Finance Advisors
California
$16.6K +$529 +35 +3%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$16.4K +$14.5K +961 +1,354%
CWM
158
Compass Wealth Management
Connecticut
$15.9K +$15.1K +1,000 New
QCG
159
Quadrant Capital Group
Ohio
$15.2K +$13.8K +912 +2,073%
SSB
160
Sandy Spring Bank
Maryland
$14.3K
FHA
161
First Horizon Advisors
Tennessee
$10.8K -$484 -32 -5%
QL
162
Quarry LP
New York
$9.49K -$20.4K -1,350 -69%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$8.14K
GRP
164
Global Retirement Partners
California
$7.95K +$7.56K +500 New
LC
165
Lindbrook Capital
California
$7.34K +$6.98K +462 New
PCMC
166
Planning Capital Management Corporation
Pennsylvania
$4.93K
CSB
167
City State Bank
Iowa
$4.77K -$4.53K -300 -50%
NSIM
168
North Star Investment Management
Illinois
$4.77K
NA
169
NewEdge Advisors
Louisiana
$4.24K
US Bancorp
170
US Bancorp
Minnesota
$3.94K +$3.75K +248 New
MG
171
Mather Group
Illinois
$3.45K
GI
172
GAMMA Investing
California
$3.21K +$2.52K +167 +477%
PS
173
Principal Securities
Iowa
$3.11K
KFI
174
Key Financial Inc
Pennsylvania
$2.86K
VCM
175
Versant Capital Management
Arizona
$2.05K +$1.62K +107 +486%

OCFC Hedge Fund Activity: Q2 2024 in Review

183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q2 2024, worth a combined $675M — down 2.4% from $692M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of OCFC and 19 opened new positions — a net loss of 9 holders — while 56 trimmed existing stakes and 74 added.

The largest buyer was BlackRock, adding an estimated $8.41M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $3.39M sold.

  • 183 institutional investors held OceanFirst Financial (OCFC) as of Q2 2024, down from 195 in Q1 2024.
  • Funds reported $675M of OceanFirst Financial stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 19 funds opened new OceanFirst Financial positions in Q2 2024 and 28 closed out, a net change of -9 holders.
  • The largest OceanFirst Financial buyer in Q2 2024 was BlackRock, an estimated $8.41M added.
  • The largest OceanFirst Financial seller in Q2 2024 was Arrowstreet Capital, an estimated $3.39M sold.

Based on aggregated 13F filings for Q2 2024.