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OceanFirst Financial
OCFC

69 hedge funds and large institutions have $171M invested in OceanFirst Financial in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0% more capital invested

Capital invested by funds: $171M → $171M (+$12.5K)

3% less funds holding

Funds holding: 71 → 69 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIM
Zacks Investment Management
Illinois
+$694K
2
F
Filament
Washington
+$615K
3
Stifel Financial
Stifel Financial
Missouri
+$609K
4
PP
Prospector Partners
Connecticut
+$549K
5
Prudential Financial
Prudential Financial
New Jersey
+$458K

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
-$3.76M
2
Brown Advisory
Brown Advisory
Maryland
-$430K
3
Morgan Stanley
Morgan Stanley
New York
-$296K
4
BCM
Basswood Capital Management
New York
-$276K
5
Two Sigma Investments
Two Sigma Investments
New York
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$27M +$268K +16,000 +1%
BIT
2
BlackRock Institutional Trust
California
$11.2M +$81K +4,837 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10M +$26.1K +1,561 +0.3%
Brown Advisory
4
Brown Advisory
Maryland
$9.29M -$430K -25,658 -5%
PIM
5
Perkins Investment Management
Illinois
$8.44M -$2.51K -150 -0%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.69M +$135K +8,090 +2%
Northern Trust
7
Northern Trust
Illinois
$6.97M +$323K +19,264 +5%
BFA
8
BlackRock Fund Advisors
California
$6.28M -$77.9K -4,654 -1%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$6.12M +$163K +9,730 +3%
BCM
10
Basswood Capital Management
New York
$5.66M -$276K -16,500 -5%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.36M +$126K +7,504 +2%
LSV Asset Management
12
LSV Asset Management
Illinois
$5.26M – – –
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$5.22M -$44.2K -2,640 -0.9%
PCMF
14
Private Capital Management (Florida)
Florida
$5.07M -$35.4K -2,112 -0.7%
RCYC
15
Richard C. Young & Co
Rhode Island
$4.09M +$28.7K +1,713 +0.7%
FIM
16
Foresters Investment Management
New York
$3.89M +$35.6K +2,125 +1%
BFC
17
Banc Funds Company
Illinois
$3.82M +$299K +17,885 +9%
HAI
18
Hennessy Advisors Inc
California
$3.82M -$10K -600 -0.3%
PP
19
Prospector Partners
Connecticut
$3.74M +$549K +32,800 +18%
State Street
20
State Street
Massachusetts
$3.73M +$43.1K +2,574 +1%
ECA
21
Endeavour Capital Advisors
Connecticut
$3.35M -$3.76M -224,307 -54%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.61M +$222K +13,275 +10%
BCM
23
Bridgeway Capital Management
Texas
$2.08M – – –
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.96M +$22.4K +1,339 +1%
Prudential Financial
25
Prudential Financial
New Jersey
$1.88M +$458K +27,355 +34%
1
2 3

OCFC Hedge Fund Activity: Q1 2015 in Review

69 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2015, worth a combined $171M — up 0.01% from $171M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OCFC and 4 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 26 added.

The largest buyer was Zacks Investment Management, opening a new position worth an estimated $694K. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.76M.

  • 69 institutional investors held OceanFirst Financial (OCFC) as of Q1 2015, down from 71 in Q4 2014.
  • Funds reported $171M of OceanFirst Financial stock for Q1 2015, up 0.01% quarter-over-quarter.
  • 4 funds opened new OceanFirst Financial positions in Q1 2015 and 6 closed out, a net change of -2 holders.
  • The largest OceanFirst Financial buyer in Q1 2015 was Zacks Investment Management, an estimated $694K added.
  • The largest OceanFirst Financial seller in Q1 2015 was Endeavour Capital Advisors, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2015.