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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
US Bancorp
176
US Bancorp
Minnesota
$7.58K +$3.27K +171 +69%
TWD
177
True Wealth Design
Ohio
$6.93K – – –
LC
178
Lindbrook Capital
California
$6.82K +$344 +18 +5%
CSB
179
City State Bank
Iowa
$5.43K – – –
NA
180
NewEdge Advisors
Louisiana
$4.83K – – –
EWA
181
EverSource Wealth Advisors
Alabama
$4.34K +$2.5K +131 +120%
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.93K -$1.13K -59 -21%
PS
183
Principal Securities
Iowa
$3.55K – – –
KFI
184
Key Financial Inc
Pennsylvania
$3.26K – – –
C
185
Covestor
United Kingdom
$2K -$19 -1 -1%
S
186
SignatureFD
Georgia
$1.99K +$1.41K +74 +206%
PA
187
Parallel Advisors
California
$1.79K – – –
GEA
188
Glen Eagle Advisors
New Jersey
$1.54K – – –
RIL
189
Rothschild Investment LLC
Illinois
$1.36K +$286 +15 +25%
CSPIA
190
Cary Street Partners Investment Advisory
Virginia
$1.12K +$1.18K +62 New
Bessemer Group
191
Bessemer Group
New Jersey
$1K – – –
AAP
192
Arax Advisory Partners
Colorado
$489 – – –
HNB
193
Huntington National Bank
Ohio
$471 +$496 +26 New
SAM
194
Smartleaf Asset Management
Massachusetts
$463 – – –
BGAI
195
Bruce G. Allen Investments
Colorado
$398 – – –
SS
196
SBI Securities
Japan
$36 +$38 +2 New
IA
197
IFP Advisors
Florida
$18 +$19 +1 New
BGIM
198
Brandywine Global Investment Management
Pennsylvania
– -$1.25M -67,670 Closed
ECM
199
ExodusPoint Capital Management
New York
– -$794K -42,688 Closed
AG
200
Algert Global
California
– -$776K -41,722 Closed
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.