Broad-based institutional accumulation suggests improving sentiment, but the 45-day 13F lag means positions may have already been adjusted. Watch for insider open-market buys or upcoming earnings to confirm the thesis. If no insider buying materializes, the signal remains active-manager-driven but not conviction-grade.
Executive Summary
Institutional cluster for OceanFirst Financial (OCFC) shows 10 buyers vs 1 seller in Q2 2026, with net accumulation of $31.4M across $98.1M in total holdings. Buying is led by passive giant State Street (+$23.6M) alongside 9 active asset managers, signaling broad institutional confidence. The cluster is 'institutions only' — no insider buying — which tempers conviction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $31.4M
▲ Buyers (10)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | ADD | +34.2% | $75.6M | $23.6M |
| Bank Of New York Mellon | ADD | +37.2% | $12.6M | $4.1M |
| Russell Investments Group | ADD | +40.8% | $4.6M | $1.6M |
| Citigroup | ADD | +54.2% | $2.0M | $802.0K |
| Strs Ohio | ADD | +27.6% | $967.0K | $267.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Fifth Third Bancorp | TRIM | -47.2% | $500.0K | -$214.4K |
Key Facts
- 10 institutional buyers vs 1 seller in Q2 2026
- Net institutional accumulation of $31.4M, bringing total cluster holdings to $98.1M
- State Street added $23.6M (34.2% increase), now holds $75.6M
- Bank of New York Mellon added $4.1M (37.2%), now holds $12.6M
- Russell Investments Group added $1.6M (40.8%), now holds $4.6M
- Only seller: Fifth Third Bancorp trimmed $214K (47.2% reduction)
- No open-market insider buying detected (confluence score 35/100, verdict 'institutions_only')
Financial Impact
Net institutional buying of $31.4M represents ~1.65% of OCFC's $1.9B market cap. Active managers (excluding State Street) added ~$7.8M.
Risk Factors
- 13F data is 45 days stale; positions may have been reduced since quarter-end
- Largest buyer (State Street) is a passive index fund, not an active conviction call
- No insider buying to corroborate the institutional cluster
- Historical calibration shows mixed performance for bullish calls on OCFC at this impact level
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OCFC-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 9, 2026 7w ago | Institutional Cluster | $19.00 $18.94 | ▼ −0.32% | ▲ +0.60% | — |
Jul 30, 2026 9w ago | Press Release | $19.31 $18.88 | ▼ −2.23% | ▼ −5.21% | — |
Jun 8, 2026 16w ago | 8-K | $17.98 $19.05 | ▲ +5.95% | ▲ +4.32% | — |
Jun 1, 2026 17w ago | 8-K | $18.05 $19.62 | ▲ +8.70% | ▲ +10.26% | — |
May 28, 2026 18w ago | 8-K | $18.79 $19.50 | ▲ +3.78% | ▲ +5.57% | — |
Apr 27, 2026 22w ago | Press Release | $18.89 $19.02 | ▲ +0.69% | ▼ −4.27% | — |
Apr 27, 2026 22w ago | 8-K / 425 | $18.89 $19.02 | ▲ +0.69% | ▼ −4.27% | — |
Apr 23, 2026 23w ago | 8-K | $18.88 $18.80 | ▼ −0.42% | ▼ −4.45% | — |
Apr 23, 2026 23w ago | Press Release | $18.88 $18.80 | ▼ −0.42% | ▼ −4.45% | — |
Apr 15, 2026 24w ago | Press Release | $18.57 $18.18 | ▼ −2.12% | ▼ −7.93% | — |
US Market Status
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