OceanFirst Financial
OCFC
138 hedge funds and large institutions have $848M invested in OceanFirst Financial in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 15 closing their positions.
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
6% more capital invested
Capital invested by funds: $797M → $848M (+$51.2M)
2% more funds holding
Funds holding: 135 → 138 (+3)
7% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 44
5.71% less ownership
Funds ownership: 74.92% → 69.21% (-5.7%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $332K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.3M |
| 2 |
PL
PWMCO LLC
Chicago,
Illinois
|
+$4.49M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$3.97M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$3.34M |
| 5 |
Millennium Management
New York
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$17.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.4M |
| 4 |
MCM
Maltese Capital Management
New York
|
-$6.5M |
| 5 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
-$5.63M |
OCFC Hedge Fund Activity: Q1 2019 in Review
138 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q1 2019, worth a combined $848M — up 6.4% from $797M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OCFC positions and 15 closed out — a net gain of 3 holders — while 47 added to existing stakes and 44 trimmed.
The largest buyer was Vanguard Group, adding an estimated $9.3M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $17.1M sold.
- 138 institutional investors held OceanFirst Financial (OCFC) as of Q1 2019, up from 135 in Q4 2018.
- Funds reported $848M of OceanFirst Financial stock for Q1 2019, up 6.4% quarter-over-quarter.
- 18 funds opened new OceanFirst Financial positions in Q1 2019 and 15 closed out, a net change of +3 holders.
- The largest OceanFirst Financial buyer in Q1 2019 was Vanguard Group, an estimated $9.3M added.
- The largest OceanFirst Financial seller in Q1 2019 was Zeke Capital Advisors, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2019.