OceanFirst Financial
OCFC
141 hedge funds and large institutions have $757M invested in OceanFirst Financial in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 29 closing their positions.
40% more capital invested
Capital invested by funds: $541M → $757M (+$216M)
30% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 43
1.92% more ownership
Funds ownership: 65.36% → 67.29% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less funds holding
Funds holding: 153 → 141 (-12)
41% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 29
97% less call options, than puts
Call options by funds: $1K | Put options by funds: $39K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$20.3M |
| 2 |
BlackRock
New York
|
+$8.21M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.43M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.36M |
| 5 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.4M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$5.86M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$3.81M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$3.26M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.79M |
OCFC Hedge Fund Activity: Q4 2020 in Review
141 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2020, worth a combined $757M — up 40% from $541M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of OCFC and 17 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 56 added.
The largest buyer was GW&K Investment Management, adding an estimated $20.3M. The largest seller was Wellington Management Group, cutting an estimated $10.4M.
- 141 institutional investors held OceanFirst Financial (OCFC) as of Q4 2020, down from 153 in Q3 2020.
- Funds reported $757M of OceanFirst Financial stock for Q4 2020, up 40% quarter-over-quarter.
- 17 funds opened new OceanFirst Financial positions in Q4 2020 and 29 closed out, a net change of -12 holders.
- The largest OceanFirst Financial buyer in Q4 2020 was GW&K Investment Management, an estimated $20.3M added.
- The largest OceanFirst Financial seller in Q4 2020 was Wellington Management Group, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2020.