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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
AIP
151
Ameritas Investment Partners
Nebraska
$105K – – –
GRP
152
Global Retirement Partners
California
$100K +$96.4K +5,048 +1,010%
BBPWM
153
Blue Bell Private Wealth Management
Pennsylvania
$99.1K – – –
NSIM
154
North Star Investment Management
Illinois
$86.8K +$85.8K +4,494 +1,498%
SOW
155
State of Wyoming
Wyoming
$80.5K -$1.81K -95 -2%
PMFA
156
Plante Moran Financial Advisors
Michigan
$72.4K – – –
VWM
157
Venturi Wealth Management
Texas
$65.2K +$68.7K +3,600 New
PAS
158
Point72 Asia (Singapore)
Singapore
$58K +$2.85K +149 +5%
QL
159
Quarry LP
New York
$57.1K +$60.2K +3,153 New
PFBT
160
Parkside Financial Bank & Trust
Missouri
$38.4K – – –
AB
161
Amalgamated Bank
New York
$37K – – –
AssetMark Inc
162
AssetMark Inc
California
$36.6K – – –
SCM
163
Sterling Capital Management
North Carolina
$33.4K +$31.3K +1,640 +808%
VCM
164
Versant Capital Management
Arizona
$26.5K +$25.5K +1,337 +1,036%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$23.8K +$248 +13 +1%
RS
166
R Squared
Hong Kong
$22.4K +$23.7K +1,240 New
TF
167
Tompkins Financial
New York
$21.7K – – –
NL
168
NVWM LLC
Pennsylvania
$20.8K – – –
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$18.7K – – –
FHA
170
First Horizon Advisors
Tennessee
$16.3K +$1.2K +63 +8%
SSB
171
Sandy Spring Bank
Maryland
$16.3K – – –
QCG
172
Quadrant Capital Group
Ohio
$14.3K – – –
Osaic Holdings
173
Osaic Holdings
Arizona
$12K -$74.4K -3,899 -86%
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$9.24K – – –
GI
175
GAMMA Investing
California
$7.75K +$2.14K +112 +35%
5 6
7
8 9

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.