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OceanFirst Financial

191 hedge funds and large institutions have $792M invested in OceanFirst Financial in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

2% more funds holding

Funds holding: 188191 (+3)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.38% less ownership

Funds ownership: 70.2%69.82% (-0.38%)

5% less capital invested

Capital invested by funds: $836M → $792M (-$44.2M)

93% less call options, than puts

Call options by funds: $41K | Put options by funds: $571K

Holders
191
Holders Change
+3
Holders Change %
+1.6%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
70
Reduced
65
Closed
18
Calls
$41K
Puts
$571K
Net Calls
-$530K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$113M +$15.2M +790,579 +15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$60.3M +$4.83M +251,754 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$59.3M +$1.41M +73,610 +2%
GKIM
4
GW&K Investment Management
Massachusetts
$35.8M +$1.8M +93,700 +5%
ECA
5
Endeavour Capital Advisors
Connecticut
$32.4M -$1.09M -57,081 -3%
State Street
6
State Street
Massachusetts
$30.8M -$2.57M -134,256 -8%
Goldman Sachs
7
Goldman Sachs
New York
$28.3M -$6.76M -352,386 -19%
HRCM
8
Hood River Capital Management
Florida
$28.3M +$1.28M +66,851 +5%
JP Morgan Chase
9
JP Morgan Chase
New York
$27.4M +$1.61M +84,153 +6%
Invesco
10
Invesco
Georgia
$21.3M +$58.7K +3,063 +0.3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.4M -$400K -20,878 -2%
Ameriprise
12
Ameriprise
Minnesota
$18.2M +$461K +24,036 +3%
SFM
13
Systematic Financial Management
New Jersey
$15.9M +$132K +6,898 +0.8%
N
14
Nuveen
North Carolina
$15.3M +$4.04M +210,936 +36%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$14.9M -$132K -6,890 -0.9%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$13.6M +$13.6K +709 +0.1%
PCM
17
Peregrine Capital Management
Minnesota
$11.8M +$1.29M +67,286 +12%
KCM
18
Kennedy Capital Management
Missouri
$11.8M -$117K -6,095 -1%
Northern Trust
19
Northern Trust
Illinois
$11M -$131K -6,843 -1%
Charles Schwab
20
Charles Schwab
California
$10.9M +$1.12M +58,341 +11%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$9.55M +$580K +30,250 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$8.4M -$468K -24,411 -5%
BCM
23
Bridgeway Capital Management
Texas
$7.25M
WCM
24
Wedge Capital Management
North Carolina
$6.8M -$280K -14,589 -4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$6.21M +$2.23M +116,200 +56%

OCFC Hedge Fund Activity: Q2 2022 in Review

191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q2 2022, worth a combined $792M — down 5.3% from $836M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OCFC positions and 18 closed out — a net gain of 7 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was BlackRock, adding an estimated $15.2M. The largest seller was Emerald Advisers, cutting an estimated $9.47M.

  • 191 institutional investors held OceanFirst Financial (OCFC) as of Q2 2022, up from 188 in Q1 2022.
  • Funds reported $792M of OceanFirst Financial stock for Q2 2022, down 5.3% quarter-over-quarter.
  • 25 funds opened new OceanFirst Financial positions in Q2 2022 and 18 closed out, a net change of +7 holders.
  • The largest OceanFirst Financial buyer in Q2 2022 was BlackRock, an estimated $15.2M added.
  • The largest OceanFirst Financial seller in Q2 2022 was Emerald Advisers, an estimated $9.47M sold.

Based on aggregated 13F filings for Q2 2022.