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OceanFirst Financial
OCFC

141 hedge funds and large institutions have $756M 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.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $535M → $756M (+$221M)

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

Holders
141
Holders Change
-12
Holders Change %
-7.84%
% of All Funds
2.5%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
56
Reduced
43
Closed
29
Calls
$1K
Puts
$39K
Net Calls
-$38K
Net Calls Change
-$37K

Top Buyers

1
GKIM
GW&K Investment Management
Massachusetts
+$20.3M
2
BlackRock
BlackRock
New York
+$8.21M
3
Invesco
Invesco
Georgia
+$3.43M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$3.36M
5
EPCA
Elizabeth Park Capital Advisors
Ohio
+$2.81M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.4M
2
Brown Advisory
Brown Advisory
Maryland
-$5.86M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$3.81M
4
EA
Emerald Advisers
Pennsylvania
-$3.26M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$93.8M +$8.21M +501,517 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$59.8M -$355K -21,678 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.5M +$2.01M +122,917 +4%
FCM
4
FJ Capital Management
Virginia
$51.1M +$1.54M +94,000 +4%
ECA
5
Endeavour Capital Advisors
Connecticut
$36.6M +$2.49M +151,948 +8%
Goldman Sachs
6
Goldman Sachs
New York
$35.4M -$1.11M -67,711 -3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$31.3M -$10.4M -636,737 -27%
State Street
8
State Street
Massachusetts
$25.9M +$231K +14,125 +1%
GKIM
9
GW&K Investment Management
Massachusetts
$23.5M +$20.3M +1,238,993 +5,845%
Northern Trust
10
Northern Trust
Illinois
$22.2M -$481K -29,369 -2%
Invesco
11
Invesco
Georgia
$22.1M +$3.43M +209,903 +21%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$17.3M +$243K +14,832 +2%
Renaissance Technologies
13
Renaissance Technologies
New York
$14.3M -$1.65M -100,600 -12%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$13.8M +$1.78M +108,577 +17%
JP Morgan Chase
15
JP Morgan Chase
New York
$13.5M -$395K -24,168 -3%
RA
16
Royce & Associates
New York
$11.9M +$677K +41,346 +7%
Ameriprise
17
Ameriprise
Minnesota
$11.6M +$1.18M +72,399 +13%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$11M +$403K +24,615 +4%
N
19
Nuveen
North Carolina
$9.95M -$183K -11,180 -2%
WCM
20
Wedge Capital Management
North Carolina
$9.91M +$1.83M +112,002 +27%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$9.72M +$555K +33,928 +7%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$8.97M -$156K -9,514 -2%
KCM
23
Kennedy Capital Management
Missouri
$8.54M +$1.47M +89,548 +24%
Millennium Management
24
Millennium Management
New York
$8.12M +$66.8K +4,080 +0.9%
Wells Fargo
25
Wells Fargo
California
$7.92M -$852K -52,038 -11%
1
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OCFC Hedge Fund Activity: Q4 2020 in Review

141 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2020, worth a combined $756M — up 41% from $535M 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 $756M of OceanFirst Financial stock for Q4 2020, up 41% 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.