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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
Point72 Asset Management
151
Point72 Asset Management
Connecticut
$55.8K -$228K -13,255 -82%
NC
152
nVerses Capital
Florida
$42.8K +$3.44K +200 +10%
PD
153
Point72 (DIFC)
United Arab Emirates
$41.1K +$38K +2,210 New
PFBT
154
Parkside Financial Bank & Trust
Missouri
$39.4K -$32.5K -1,891 -47%
AssetMark Inc
155
AssetMark Inc
California
$37.6K
AB
156
Amalgamated Bank
New York
$37K
AFS
157
Annapolis Financial Services
Maryland
$32.5K
CPA
158
Capital Performance Advisors
California
$25K +$23.1K +1,343 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$24.2K +$275 +16 +1%
TF
160
Tompkins Financial
New York
$22.3K
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.5K +$996 +58 +5%
NL
162
NVWM LLC
Pennsylvania
$21.3K
FFA
163
Farther Finance Advisors
California
$19.4K -$515 -30 -3%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$19.2K
CWM
165
Compass Wealth Management
Connecticut
$18.6K
SSB
166
Sandy Spring Bank
Maryland
$16.7K
FHA
167
First Horizon Advisors
Tennessee
$15.6K +$2.82K +164 +24%
QCG
168
Quadrant Capital Group
Ohio
$14.7K -$2.87K -167 -17%
Allspring Global Investments
169
Allspring Global Investments
North Carolina
$12.6K +$11.6K +677 New
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$9.52K
GRP
171
Global Retirement Partners
California
$9.29K
TWD
172
True Wealth Design
Ohio
$7.12K +$6.58K +383 New
LC
173
Lindbrook Capital
California
$6.67K -$1.77K -103 -22%
GI
174
GAMMA Investing
California
$5.87K +$1.96K +114 +56%
PCMC
175
Planning Capital Management Corporation
Pennsylvania
$5.76K

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.