OceanFirst Financial
OCFC
174 hedge funds and large institutions have $874M invested in OceanFirst Financial in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 64 reducing their positions, and 17 closing their positions.
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
4% more funds holding
Funds holding: 167 → 174 (+7)
3% more capital invested
Capital invested by funds: $847M → $874M (+$27.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.81% less ownership
Funds ownership: 69.05% → 68.24% (-0.81%)
17% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 64
95% less call options, than puts
Call options by funds: $10K | Put options by funds: $209K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$12.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$5.6M |
| 3 |
JAM
Jacobs Asset Management
New York
|
+$4.73M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$4.52M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$8.01M |
| 2 |
State Street
Boston,
Massachusetts
|
-$7.28M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$5.13M |
| 4 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$4.94M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.52M |
OCFC Hedge Fund Activity: Q3 2021 in Review
174 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q3 2021, worth a combined $874M — up 3.2% from $847M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new OCFC positions and 17 closed out — a net gain of 7 holders — while 53 added to existing stakes and 64 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $12.7M. The largest seller was BlackRock, cutting an estimated $8.01M.
- 174 institutional investors held OceanFirst Financial (OCFC) as of Q3 2021, up from 167 in Q2 2021.
- Funds reported $874M of OceanFirst Financial stock for Q3 2021, up 3.2% quarter-over-quarter.
- 24 funds opened new OceanFirst Financial positions in Q3 2021 and 17 closed out, a net change of +7 holders.
- The largest OceanFirst Financial buyer in Q3 2021 was Bank of Montreal, an estimated $12.7M added.
- The largest OceanFirst Financial seller in Q3 2021 was BlackRock, an estimated $8.01M sold.
Based on aggregated 13F filings for Q3 2021.