OceanFirst Financial
OCFC
136 hedge funds and large institutions have $1.07B invested in OceanFirst Financial in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 42 reducing their positions, and 14 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 42
15% more capital invested
Capital invested by funds: $930M → $1.07B (+$140M)
1.36% more ownership
Funds ownership: 72.81% → 74.17% (+1.4%)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
1% less funds holding
Funds holding: 137 → 136 (-1)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
63% less call options, than puts
Call options by funds: $90K | Put options by funds: $240K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.9M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$18.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.1M |
| 4 |
BlackRock
New York
|
+$11.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$20.7M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$15.8M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$10.8M |
| 4 |
EC
EJF Capital
Arlington,
Virginia
|
-$9.36M |
| 5 |
MWNA
Marshall Wace North America
New York
|
-$6.31M |
OCFC Hedge Fund Activity: Q2 2018 in Review
136 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q2 2018, worth a combined $1.07B — up 15% from $930M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new OCFC positions and 14 closed out — a net gain of 1 holder — while 54 added to existing stakes and 42 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $22.9M. The largest seller was Mendon Capital Advisors, cutting an estimated $20.7M.
- 136 institutional investors held OceanFirst Financial (OCFC) as of Q2 2018, down from 137 in Q1 2018.
- Funds reported $1.07B of OceanFirst Financial stock for Q2 2018, up 15% quarter-over-quarter.
- 15 funds opened new OceanFirst Financial positions in Q2 2018 and 14 closed out, a net change of +1 holder.
- The largest OceanFirst Financial buyer in Q2 2018 was Fidelity Investments, an estimated $22.9M added.
- The largest OceanFirst Financial seller in Q2 2018 was Mendon Capital Advisors, an estimated $20.7M sold.
Based on aggregated 13F filings for Q2 2018.