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OceanFirst Financial

78 hedge funds and large institutions have $184M invested in OceanFirst Financial in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

13% more funds holding

Funds holding: 6978 (+9)

7% more capital invested

Capital invested by funds: $171M → $184M (+$12.1M)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
2.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
25
Reduced
27
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$26M -$2.87M -165,770 -11%
BIT
2
BlackRock Institutional Trust
California
$11.9M -$217K -12,563 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.9M +$102K +5,896 +1%
Brown Advisory
4
Brown Advisory
Maryland
$9.41M -$577K -33,370 -6%
PIM
5
Perkins Investment Management
Illinois
$9.26M +$135K +7,825 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.44M +$127K +7,343 +2%
Northern Trust
7
Northern Trust
Illinois
$7.36M -$156K -9,021 -2%
BCM
8
Basswood Capital Management
New York
$7.27M +$1.07M +61,923 +19%
BGIM
9
Brandywine Global Investment Management
Pennsylvania
$6.54M -$53K -3,064 -0.9%
BFA
10
BlackRock Fund Advisors
California
$6.43M -$326K -18,834 -5%
Renaissance Technologies
11
Renaissance Technologies
New York
$6.33M +$496K +28,696 +9%
LSV Asset Management
12
LSV Asset Management
Illinois
$5.68M
EPCA
13
Elizabeth Park Capital Advisors
Ohio
$5.64M
PCMF
14
Private Capital Management (Florida)
Florida
$5.46M -$5.74K -332 -0.1%
RCYC
15
Richard C. Young & Co
Rhode Island
$4.27M -$135K -7,821 -3%
FIM
16
Foresters Investment Management
New York
$4.22M +$17.3K +1,000 +0.4%
HAI
17
Hennessy Advisors Inc
California
$4.21M +$86.5K +5,000 +2%
State Street
18
State Street
Massachusetts
$4.16M +$121K +7,017 +3%
PP
19
Prospector Partners
Connecticut
$3.93M -$95.1K -5,500 -3%
ECA
20
Endeavour Capital Advisors
Connecticut
$3.88M +$237K +13,688 +7%
BFC
21
Banc Funds Company
Illinois
$3.33M -$744K -43,000 -19%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.93M +$99.9K +5,775 +4%
BCM
23
Bridgeway Capital Management
Texas
$2.25M
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.23M +$108K +6,253 +6%
Prudential Financial
25
Prudential Financial
New Jersey
$2.04M +$12.1K +700 +0.6%

OCFC Hedge Fund Activity: Q2 2015 in Review

78 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q2 2015, worth a combined $184M — up 7.1% from $171M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OCFC positions and 1 closed out — a net gain of 9 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $1.07M. The largest seller was Wellington Management Group, cutting an estimated $2.87M.

  • 78 institutional investors held OceanFirst Financial (OCFC) as of Q2 2015, up from 69 in Q1 2015.
  • Funds reported $184M of OceanFirst Financial stock for Q2 2015, up 7.1% quarter-over-quarter.
  • 10 funds opened new OceanFirst Financial positions in Q2 2015 and 1 closed out, a net change of +9 holders.
  • The largest OceanFirst Financial buyer in Q2 2015 was Basswood Capital Management, an estimated $1.07M added.
  • The largest OceanFirst Financial seller in Q2 2015 was Wellington Management Group, an estimated $2.87M sold.

Based on aggregated 13F filings for Q2 2015.