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OceanFirst Financial

74 hedge funds and large institutions have $172M invested in OceanFirst Financial in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 7174 (+3)

1% more capital invested

Capital invested by funds: $171M → $172M (+$1.06M)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
2.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
27
Reduced
30
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$27.9M +$716K +40,500 +3%
BCM
2
Basswood Capital Management
New York
$16.2M +$1.08M +61,000 +7%
BIT
3
BlackRock Institutional Trust
California
$11.4M -$397K -22,454 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.55M +$176K +9,959 +2%
PIM
5
Perkins Investment Management
Illinois
$9.13M -$869K -49,100 -8%
Brown Advisory
6
Brown Advisory
Maryland
$8.13M -$26.6K -1,504 -0.3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.35M +$138K +7,827 +2%
Northern Trust
8
Northern Trust
Illinois
$6.84M +$235K +13,266 +3%
BFA
9
BlackRock Fund Advisors
California
$6.69M -$207K -11,694 -3%
PCMF
10
Private Capital Management (Florida)
Florida
$5.53M -$61.5K -3,475 -1%
LSV Asset Management
11
LSV Asset Management
Illinois
$5.35M -$269K -15,213 -5%
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$4.68M -$418K -23,634 -8%
PP
13
Prospector Partners
Connecticut
$4.2M -$1.58M -89,500 -27%
Renaissance Technologies
14
Renaissance Technologies
New York
$4.11M +$130K +7,362 +3%
AIS
15
AlphaOne Investment Services
Pennsylvania
$3.89M +$318K +17,970 +9%
State Street
16
State Street
Massachusetts
$3.67M -$95.8K -5,415 -2%
BFC
17
Banc Funds Company
Illinois
$3.61M
HAI
18
Hennessy Advisors Inc
California
$3.6M -$354K -20,000 -9%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.42M -$69.6K -3,935 -2%
BCM
20
Bridgeway Capital Management
Texas
$2.34M +$284K +16,050 +13%
FIM
21
Foresters Investment Management
New York
$2.22M +$2.29M +129,550 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.02M -$147K -8,296 -7%
ECA
23
Endeavour Capital Advisors
Connecticut
$1.8M -$513K -28,998 -22%
FG
24
FSI Group
Ohio
$1.4M +$80.1K +4,531 +6%
Prudential Financial
25
Prudential Financial
New Jersey
$1.2M +$371K +21,000 +43%

OCFC Hedge Fund Activity: Q4 2013 in Review

74 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2013, worth a combined $172M — up 0.62% from $171M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OCFC positions and 4 closed out — a net gain of 3 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was Foresters Investment Management, opening a new position worth an estimated $2.29M. The largest seller was Prospector Partners, cutting an estimated $1.58M.

  • 74 institutional investors held OceanFirst Financial (OCFC) as of Q4 2013, up from 71 in Q3 2013.
  • Funds reported $172M of OceanFirst Financial stock for Q4 2013, up 0.62% quarter-over-quarter.
  • 7 funds opened new OceanFirst Financial positions in Q4 2013 and 4 closed out, a net change of +3 holders.
  • The largest OceanFirst Financial buyer in Q4 2013 was Foresters Investment Management, an estimated $2.29M added.
  • The largest OceanFirst Financial seller in Q4 2013 was Prospector Partners, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2013.