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OceanFirst Financial

81 hedge funds and large institutions have $201M invested in OceanFirst Financial in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $166M → $201M (+$34.9M)

1% more funds holding

Funds holding: 8081 (+1)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

Holders
81
Holders Change
+1
Holders Change %
+1.25%
% of All Funds
2.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
29
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
$27M -$602K -31,378 -2%
BIT
2
BlackRock Institutional Trust
California
$12.4M +$3.88K +202 +0%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.4M +$320K +16,692 +3%
BCM
4
Basswood Capital Management
New York
$11.2M +$1.66M +86,593 +18%
Brown Advisory
5
Brown Advisory
Maryland
$10.4M +$7.75K +404 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.37M +$164K +8,538 +2%
Northern Trust
7
Northern Trust
Illinois
$8.7M -$145K -7,576 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$8.47M +$109K +5,700 +1%
PIM
9
Perkins Investment Management
Illinois
$8.35M -$1.52M -79,086 -16%
BFA
10
BlackRock Fund Advisors
California
$6.99M +$116K +6,051 +2%
HAI
11
Hennessy Advisors Inc
California
$6.79M +$1.43M +74,246 +28%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$6.59M +$206K +10,757 +3%
LSV Asset Management
13
LSV Asset Management
Illinois
$5.94M -$151K -7,850 -3%
PCMF
14
Private Capital Management (Florida)
Florida
$5.67M -$139K -7,217 -2%
FIM
15
Foresters Investment Management
New York
$4.7M +$57.6K +3,000 +1%
State Street
16
State Street
Massachusetts
$4.45M +$12.8K +668 +0.3%
RCYC
17
Richard C. Young & Co
Rhode Island
$4.32M -$77.5K -4,037 -2%
PP
18
Prospector Partners
Connecticut
$4.22M
BFC
19
Banc Funds Company
Illinois
$3.57M
JP Morgan Chase
20
JP Morgan Chase
New York
$3.38M +$62.4K +3,250 +2%
BCM
21
Bridgeway Capital Management
Texas
$2.42M
WCM
22
Wedge Capital Management
North Carolina
$2.31M +$899K +46,820 +68%
Wells Fargo
23
Wells Fargo
California
$2.19M -$47.6K -2,478 -2%
Prudential Financial
24
Prudential Financial
New Jersey
$1.86M -$184K -9,600 -9%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.83M +$1.76M +91,437 New

OCFC Hedge Fund Activity: Q4 2015 in Review

81 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2015, worth a combined $201M — up 21% from $166M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OCFC positions and 4 closed out — a net gain of 4 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $1.76M. The largest seller was Endeavour Capital Advisors, cutting an estimated $2.24M.

  • 81 institutional investors held OceanFirst Financial (OCFC) as of Q4 2015, up from 80 in Q3 2015.
  • Funds reported $201M of OceanFirst Financial stock for Q4 2015, up 21% quarter-over-quarter.
  • 8 funds opened new OceanFirst Financial positions in Q4 2015 and 4 closed out, a net change of +4 holders.
  • The largest OceanFirst Financial buyer in Q4 2015 was Emerald Mutual Fund Advisers Trust, an estimated $1.76M added.
  • The largest OceanFirst Financial seller in Q4 2015 was Endeavour Capital Advisors, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2015.