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OceanFirst Financial

136 hedge funds and large institutions have $641M invested in OceanFirst Financial in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

49% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 35

11% more funds holding

Funds holding: 123136 (+13)

3.74% more ownership

Funds ownership: 71.19%74.93% (+3.7%)

1% more capital invested

Capital invested by funds: $635M → $641M (+$5.66M)

Holders
136
Holders Change
+13
Holders Change %
+10.57%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
52
Reduced
35
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$55.6M +$1.7M +62,527 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$43.6M -$15.4M -564,343 -25%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$41.8M +$4.09M +150,108 +10%
Goldman Sachs
4
Goldman Sachs
New York
$40.4M +$4.86M +178,363 +13%
Renaissance Technologies
5
Renaissance Technologies
New York
$37.9M +$346K +12,700 +0.9%
Vanguard Group
6
Vanguard Group
Pennsylvania
$33.6M +$800K +29,365 +2%
Brown Advisory
7
Brown Advisory
Maryland
$22M -$266K -9,763 -1%
O
8
OppenheimerFunds
New York
$21.4M +$8.87M +325,381 +66%
SAM
9
Skyline Asset Management
Illinois
$19M +$6.49M +238,300 +49%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$17.6M -$256K -9,391 -1%
Northern Trust
11
Northern Trust
Illinois
$17.3M -$261K -9,584 -1%
KTA
12
Keeley-Teton Advisors
Illinois
$16.5M +$1.92M +70,503 +13%
FCM
13
FJ Capital Management
Virginia
$16.3M -$322K -11,800 -2%
State Street
14
State Street
Massachusetts
$15.9M +$125K +4,601 +0.8%
MCA
15
Mendon Capital Advisors
Florida
$13.1M -$1.53M -56,036 -10%
WCM
16
Wedge Capital Management
North Carolina
$13M +$539K +19,777 +4%
KCM
17
Kennedy Capital Management
Missouri
$11.9M -$349K -12,808 -3%
CWAM
18
Columbia Wanger Asset Management
Illinois
$10.3M +$883K +32,418 +9%
DCM
19
Driehaus Capital Management
Illinois
$10.2M +$1.16M +42,425 +12%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.97M -$167K -6,136 -2%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$9.65M -$11.4K -417 -0.1%
PCMF
22
Private Capital Management (Florida)
Florida
$9.62M -$401K -14,720 -4%
Millennium Management
23
Millennium Management
New York
$8.25M +$6.49M +238,373 +314%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$7.95M -$2.66M -97,800 -24%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$7.66M +$225K +8,244 +3%

OCFC Hedge Fund Activity: Q4 2017 in Review

136 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2017, worth a combined $641M — up 0.89% from $635M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OCFC positions and 10 closed out — a net gain of 13 holders — while 52 added to existing stakes and 35 trimmed.

The largest buyer was OppenheimerFunds, adding an estimated $8.87M. The largest seller was Wellington Management Group, cutting an estimated $15.4M.

  • 136 institutional investors held OceanFirst Financial (OCFC) as of Q4 2017, up from 123 in Q3 2017.
  • Funds reported $641M of OceanFirst Financial stock for Q4 2017, up 0.89% quarter-over-quarter.
  • 23 funds opened new OceanFirst Financial positions in Q4 2017 and 10 closed out, a net change of +13 holders.
  • The largest OceanFirst Financial buyer in Q4 2017 was OppenheimerFunds, an estimated $8.87M added.
  • The largest OceanFirst Financial seller in Q4 2017 was Wellington Management Group, an estimated $15.4M sold.

Based on aggregated 13F filings for Q4 2017.