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OceanFirst Financial
OCFC

197 hedge funds and large institutions have $778M invested in OceanFirst Financial in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

1.81% more ownership

Funds ownership: 71.67% → 73.48% (+1.8%)

2% more funds holding

Funds holding: 194 → 197 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $779M → $778M (-$1.48M)

Holders
197
Holders Change
+3
Holders Change %
+1.55%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
76
Reduced
61
Closed
16
Calls
$888K
Puts
–
Net Calls
+$888K
Net Calls Change
-$19K

Top Buyers

1
FP
Foundry Partners
Minnesota
+$5.52M
2
Verition Fund Management
Verition Fund Management
Connecticut
+$5.02M
3
MIIM
Mesirow Institutional Investment Management
Illinois
+$3.41M
4
BCM
Basswood Capital Management
New York
+$2.84M
5
Goldman Sachs
Goldman Sachs
New York
+$2.84M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$3.6M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.29M
3
ECA
Endeavour Capital Advisors
Connecticut
-$2.83M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.96M
5
N
Nuveen
North Carolina
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$146M +$2.63M +137,897 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.5M -$271K -14,189 -0.4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$58.4M +$1.02M +53,476 +2%
State Street
4
State Street
Massachusetts
$32.4M +$2.14M +111,892 +7%
Invesco
5
Invesco
Georgia
$30.3M +$1.28M +67,010 +4%
GKIM
6
GW&K Investment Management
Massachusetts
$26.5M -$716K -37,506 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$25.4M -$365K -19,130 -1%
American Century Companies
8
American Century Companies
Missouri
$21.9M +$2.33M +121,923 +11%
JP Morgan Chase
9
JP Morgan Chase
New York
$20.6M -$1.96M -102,506 -8%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$18.1M -$1.59M -83,330 -8%
SFM
11
Systematic Financial Management
New Jersey
$17.5M +$908K +47,561 +5%
N
12
Nuveen
North Carolina
$14M -$1.92M -100,340 -11%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$13.9M +$379K +19,840 +3%
RA
14
Royce & Associates
New York
$13.8M +$580K +30,399 +4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$13.7M -$555K -29,064 -4%
Boston Partners
16
Boston Partners
Massachusetts
$13.4M +$387K +20,249 +3%
Charles Schwab
17
Charles Schwab
California
$13.3M -$660K -34,580 -4%
Ameriprise
18
Ameriprise
Minnesota
$12.7M +$470K +24,634 +4%
MIIM
19
Mesirow Institutional Investment Management
Illinois
$12.6M +$3.41M +178,761 +34%
ECA
20
Endeavour Capital Advisors
Connecticut
$11.8M -$2.83M -148,381 -19%
Goldman Sachs
21
Goldman Sachs
New York
$11.3M +$2.84M +148,737 +31%
Northern Trust
22
Northern Trust
Illinois
$10M +$534K +27,971 +5%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$7.07M -$1.17M -61,054 -14%
Morgan Stanley
24
Morgan Stanley
New York
$6.86M +$143K +7,502 +2%
Barclays
25
Barclays
United Kingdom
$6.75M +$1.4M +73,337 +24%
1
2 3 4 5

OCFC Hedge Fund Activity: Q4 2024 in Review

197 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OceanFirst Financial (OCFC) for Q4 2024, worth a combined $778M — down 0.19% from $779M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OCFC positions and 16 closed out — a net gain of 5 holders — while 76 added to existing stakes and 61 trimmed.

The largest buyer was Foundry Partners, adding an estimated $5.52M. The largest seller was First Trust Advisors, cutting an estimated $3.6M.

  • 197 institutional investors held OceanFirst Financial (OCFC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $778M of OceanFirst Financial stock for Q4 2024, down 0.19% quarter-over-quarter.
  • 21 funds opened new OceanFirst Financial positions in Q4 2024 and 16 closed out, a net change of +5 holders.
  • The largest OceanFirst Financial buyer in Q4 2024 was Foundry Partners, an estimated $5.52M added.
  • The largest OceanFirst Financial seller in Q4 2024 was First Trust Advisors, an estimated $3.6M sold.

Based on aggregated 13F filings for Q4 2024.