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OceanFirst Financial
OCFC

114 hedge funds and large institutions have $597M invested in OceanFirst Financial in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 54 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

81,000% more call options, than puts

Call options by funds: $2.43M | Put options by funds: $3K

86% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 29

0.94% more ownership

Funds ownership: 66.82% → 67.76% (+0.94%)

2% less capital invested

Capital invested by funds: $610M → $597M (-$13.1M)

7% less funds holding

Funds holding: 123 → 114 (-9)

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
54
Reduced
29
Closed
16
Calls
$2.43M
Puts
$3K
Net Calls
+$2.43M
Net Calls Change
+$2.42M

Top Buyers

1
BlackRock
BlackRock
New York
+$7.66M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$6.37M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$6.15M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.58M
5
Goldman Sachs
Goldman Sachs
New York
+$3.49M

Top Sellers

1
EC
EJF Capital
Virginia
-$20.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.5M
3
EI
EAM Investors
California
-$3.08M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.65M
5
MAM
Martingale Asset Management
Massachusetts
-$1.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$59.1M -$4.5M -164,668 -7%
BlackRock
2
BlackRock
New York
$55.3M +$7.66M +280,297 +16%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.5M +$2.81M +103,028 +8%
Renaissance Technologies
4
Renaissance Technologies
New York
$36.1M +$3.58M +131,100 +11%
Vanguard Group
5
Vanguard Group
Pennsylvania
$32.7M +$1.52M +55,625 +5%
Brown Advisory
6
Brown Advisory
Maryland
$25.5M +$76.2K +2,788 +0.3%
Goldman Sachs
7
Goldman Sachs
New York
$24.5M +$3.49M +127,888 +17%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$18.5M +$1.02M +37,505 +6%
KTA
9
Keeley-Teton Advisors
Illinois
$18.2M +$2.53M +92,780 +16%
Northern Trust
10
Northern Trust
Illinois
$18.1M +$1.59M +58,097 +10%
FCM
11
FJ Capital Management
Virginia
$17.5M +$1.79M +65,500 +11%
State Street
12
State Street
Massachusetts
$15.8M +$3.06M +111,891 +24%
MCA
13
Mendon Capital Advisors
Florida
$15.7M – – –
O
14
OppenheimerFunds
New York
$13.6M +$1.84M +67,433 +16%
WCM
15
Wedge Capital Management
North Carolina
$13.6M -$79.8K -2,922 -0.6%
EC
16
EJF Capital
Virginia
$13.6M -$20.5M -750,000 -60%
KCM
17
Kennedy Capital Management
Missouri
$12.8M +$1.76M +64,460 +16%
SAM
18
Skyline Asset Management
Illinois
$12.3M -$150K -5,500 -1%
PCMF
19
Private Capital Management (Florida)
Florida
$10.8M -$234K -8,580 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$10.8M +$2.34M +85,503 +27%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$10.1M +$3.35M +122,726 +49%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$8.12M +$6.15M +225,211 +304%
HAI
23
Hennessy Advisors Inc
California
$7.87M -$205K -7,500 -3%
FIM
24
Foresters Investment Management
New York
$7.69M +$328K +12,000 +4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$7.48M +$632K +23,131 +9%
1
2 3 4 5

OCFC Hedge Fund Activity: Q2 2017 in Review

114 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q2 2017, worth a combined $597M — down 2.2% from $610M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OCFC and 8 opened new positions — a net loss of 8 holders — while 29 trimmed existing stakes and 54 added.

The largest buyer was BlackRock, adding an estimated $7.66M. The largest seller was EJF Capital, cutting an estimated $20.5M.

  • 114 institutional investors held OceanFirst Financial (OCFC) as of Q2 2017, down from 123 in Q1 2017.
  • Funds reported $597M of OceanFirst Financial stock for Q2 2017, down 2.2% quarter-over-quarter.
  • 8 funds opened new OceanFirst Financial positions in Q2 2017 and 16 closed out, a net change of -8 holders.
  • The largest OceanFirst Financial buyer in Q2 2017 was BlackRock, an estimated $7.66M added.
  • The largest OceanFirst Financial seller in Q2 2017 was EJF Capital, an estimated $20.5M sold.

Based on aggregated 13F filings for Q2 2017.