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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
CSB
176
City State Bank
Iowa
$5.58K
NSIM
177
North Star Investment Management
Illinois
$5.58K
JFGIW
178
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.17K +$4.78K +278 New
NA
179
NewEdge Advisors
Louisiana
$4.96K
US Bancorp
180
US Bancorp
Minnesota
$4.61K
SCM
181
Sterling Capital Management
North Carolina
$3.77K +$3.49K +203 New
PS
182
Principal Securities
Iowa
$3.64K
KFI
183
Key Financial Inc
Pennsylvania
$3.35K
VCM
184
Versant Capital Management
Arizona
$2.4K
EWA
185
EverSource Wealth Advisors
Alabama
$2.03K
C
186
Covestor
United Kingdom
$2K +$361 +21 +33%
PA
187
Parallel Advisors
California
$1.84K
GEA
188
Glen Eagle Advisors
New Jersey
$1.58K
RIL
189
Rothschild Investment LLC
Illinois
$1.11K +$1.03K +60 New
Bessemer Group
190
Bessemer Group
New Jersey
$1K +$1.2K +70 New
S
191
SignatureFD
Georgia
$669
AAP
192
Arax Advisory Partners
Colorado
$502 -$412 -24 -47%
SAM
193
Smartleaf Asset Management
Massachusetts
$476 +$447 +26 New
BGAI
194
Bruce G. Allen Investments
Colorado
$409 +$378 +22 New
MCM
195
Maltese Capital Management
New York
-$1.56M -98,200 Closed
Principal Financial Group
196
Principal Financial Group
Iowa
-$568K -35,758 Closed
FL
197
Fourthstone LLC
Missouri
-$508K -31,970 Closed
GWI
198
Grace & White Inc
New York
-$324K -20,404 Closed
CANY
199
Caxton Associates (New York)
New York
-$295K -18,589 Closed
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
-$257K -16,157 Closed

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.