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OceanFirst Financial
OCFC

185 hedge funds and large institutions have $732M invested in OceanFirst Financial in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $575K | Put options by funds: $172K

29% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 55

22% more capital invested

Capital invested by funds: $600M → $732M (+$132M)

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

2% more funds holding

Funds holding: 182 → 185 (+3)

1.13% more ownership

Funds ownership: 69.84% → 70.96% (+1.1%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
185
Holders Change
+3
Holders Change %
+1.65%
% of All Funds
2.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
71
Reduced
55
Closed
27
Calls
$575K
Puts
$172K
Net Calls
+$403K
Net Calls Change
-$3.28M

Top Buyers

1
BlackRock
BlackRock
New York
+$7.2M
2
Morgan Stanley
Morgan Stanley
New York
+$7.06M
3
Millennium Management
Millennium Management
New York
+$4.72M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$4.53M
5
State Street
State Street
Massachusetts
+$3.86M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$14.2M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$11.4M
3
KCM
Kennedy Capital Management
Missouri
-$6.67M
4
FCM
FJ Capital Management
Virginia
-$5.99M
5
GKIM
GW&K Investment Management
Massachusetts
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$148M +$7.2M +493,846 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$58.5M +$1.08M +74,245 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$54.7M +$92.8K +6,367 +0.2%
State Street
4
State Street
Massachusetts
$32.1M +$3.86M +264,655 +17%
GKIM
5
GW&K Investment Management
Massachusetts
$27.6M -$2.3M -157,908 -9%
N
6
Nuveen
North Carolina
$26.1M +$3.15M +215,984 +17%
Invesco
7
Invesco
Georgia
$23.9M +$2.1M +144,337 +12%
Boston Partners
8
Boston Partners
Massachusetts
$23.6M -$670K -45,980 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$23.1M +$771K +52,854 +4%
Goldman Sachs
10
Goldman Sachs
New York
$18.2M +$975K +66,868 +7%
JP Morgan Chase
11
JP Morgan Chase
New York
$16.6M -$14.2M -973,210 -50%
Charles Schwab
12
Charles Schwab
California
$14.5M +$2.03M +139,047 +20%
Ameriprise
13
Ameriprise
Minnesota
$13.3M -$969K -66,438 -8%
ECA
14
Endeavour Capital Advisors
Connecticut
$12.7M -$627K -42,971 -6%
SFM
15
Systematic Financial Management
New Jersey
$12.6M +$348K +23,835 +3%
AQR Capital Management
16
AQR Capital Management
Connecticut
$12M +$4.53M +310,853 +82%
Morgan Stanley
17
Morgan Stanley
New York
$11.7M +$7.06M +484,444 +259%
American Century Companies
18
American Century Companies
Missouri
$11.1M +$1.74M +119,620 +23%
Northern Trust
19
Northern Trust
Illinois
$9.94M +$77.3K +5,298 +0.9%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$9.93M -$580K -39,780 -7%
Millennium Management
21
Millennium Management
New York
$9.67M +$4.72M +323,467 +139%
LSV Asset Management
22
LSV Asset Management
Illinois
$9.01M -$149K -10,200 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$8.71M +$1.32M +90,338 +22%
BCM
24
Bridgeway Capital Management
Texas
$7.85M +$679K +46,539 +11%
First Trust Advisors
25
First Trust Advisors
Illinois
$5.28M +$205K +14,049 +5%
1
2 3 4 5

OCFC Hedge Fund Activity: Q4 2023 in Review

185 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2023, worth a combined $732M — up 22% from $600M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OCFC positions and 27 closed out — a net gain of 4 holders — while 71 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $7.2M. The largest seller was JP Morgan Chase, cutting an estimated $14.2M.

  • 185 institutional investors held OceanFirst Financial (OCFC) as of Q4 2023, up from 182 in Q3 2023.
  • Funds reported $732M of OceanFirst Financial stock for Q4 2023, up 22% quarter-over-quarter.
  • 31 funds opened new OceanFirst Financial positions in Q4 2023 and 27 closed out, a net change of +4 holders.
  • The largest OceanFirst Financial buyer in Q4 2023 was BlackRock, an estimated $7.2M added.
  • The largest OceanFirst Financial seller in Q4 2023 was JP Morgan Chase, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2023.