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.
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)
Top Buyers
Top Sellers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.6M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$3.29M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$2.83M |
| 4 |
JP Morgan Chase
New York
|
-$1.96M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.92M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
SG Americas Securities
New York
| – | -$745K | -40,086 | Closed |
|
|
SPS
202
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| – | -$479K | -25,762 | Closed |
|
|
FRM
203
Fox Run Management
Greenwich,
Connecticut
| – | -$281K | -15,117 | Closed |
|
|
I
204
INVST
Indianapolis,
Indiana
| – | -$199K | -10,690 | Closed |
|
205
Arrowstreet Capital
Boston,
Massachusetts
| – | -$196K | -10,538 | Closed |
|
206
Man Group
London,
United Kingdom
| – | -$189K | -10,177 | Closed |
|
|
UB
207
UMB Bank
Kansas City,
Missouri
| – | -$178K | -9,550 | Closed |
|
208
Point72 Asset Management
Stamford,
Connecticut
| – | -$55.8K | -3,000 | Closed |
|
|
NC
209
nVerses Capital
Wellington,
Florida
| – | -$42.8K | -2,300 | Closed |
|
|
PD
210
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$41.1K | -2,210 | Closed |
|
|
CPA
211
Capital Performance Advisors
Walnut Creek,
California
| – | -$25K | -1,343 | Closed |
|
|
CWM
212
Compass Wealth Management
Guilford,
Connecticut
| – | -$18.6K | -1,000 | Closed |
|
213
Allspring Global Investments
Charlotte,
North Carolina
| – | -$12.6K | -677 | Closed |
|
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.