OceanFirst Financial
OCFC
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.
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: 183 → 194 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.9M |
| 2 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
+$8.91M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$3.84M |
| 4 |
RA
Royce & Associates
New York
|
+$3.83M |
| 5 |
JP Morgan Chase
New York
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$13.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$10.8M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.12M |
| 4 |
BlackRock
New York
|
-$6.48M |
| 5 |
Millennium Management
New York
|
-$4.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPA
201
Sherbrooke Park Advisers
White Plains,
New York
| – | -$235K | -14,815 | Closed |
|
|
CD
202
Chapin Davis
Baltimore,
Maryland
| – | -$190K | -11,944 | Closed |
|
|
DA
203
Denali Advisors
San Diego,
California
| – | -$172K | -10,800 | Closed |
|
204
Belvedere Trading
Chicago,
Illinois
| – | -$121K | -7,586 | Closed |
|
|
IC
205
Innealta Capital
Austin,
Texas
| – | -$25K | -1,571 | Closed |
|
|
EC
206
EntryPoint Capital
New York
| – | -$18.8K | -1,181 | Closed |
|
|
QL
207
Quarry LP
New York
| – | -$9.49K | -597 | Closed |
|
|
MG
208
Mather Group
Chicago,
Illinois
| – | -$3.45K | -210 | Closed |
|
|
AF
209
Allworth Financial
Folsom,
California
| – | -$366 | -21 | 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.