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Customers Bancorp
CUBI

Overview Fund Activity

255 hedge funds and large institutions have $1.59B invested in Customers Bancorp in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 61 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+46
Holders Change %
+22.01%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
66
Increased
61
Reduced
94
Closed
18
Calls
$6.82M
Puts
$5.66M
Net Calls
+$1.16M
Net Calls Change
-$2.23M

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
$39.5M
2
Morgan Stanley
Morgan Stanley
New York
$70.2M
3
HRCM
Hood River Capital Management
Florida
$16.6M
4
Invesco
Invesco
Georgia
$19.6M
5
BlackRock
BlackRock
New York
$263M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$98.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.6M
3
IECM
Intrinsic Edge Capital Management
Illinois
$0
4
State Street
State Street
Massachusetts
$85.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
226
Macroview Investment Management
Maryland
$11.8K -$4.5K -78 -28%
GWS
227
Glassman Wealth Services
Virginia
$11.8K -$115 -2 -1%
SPIA
228
Steward Partners Investment Advisory
New York
$11.5K – – –
FFO
229
Fortitude Family Office
Arizona
$9.45K +$9.45K +164 New
AF
230
Allworth Financial
California
$9.22K +$9.22K +160 New
TSW
231
Thompson Siegel & Walmsley
Virginia
$6K -$3.86M -66,983 -100%
HBW
232
Hazlett, Burt & Watson
West Virginia
$6K – – –
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$4.9K – – –
BF
234
BOK Financial
Oklahoma
$4.9K – – –
CAM
235
ClariVest Asset Management
California
$4.78K – – –
EC
236
EntryPoint Capital
New York
$4.78K +$4.78K +83 New
S
237
SignatureFD
Georgia
$4.32K – – –
SIC
238
SJS Investment Consulting
Ohio
$4.09K +$4.09K +71 New
SWM
239
Spire Wealth Management
Virginia
$3.88K – – –
FGAM
240
Financial Gravity Asset Management
Texas
$3.83K +$1.89K +39 +98%
Bessemer Group
241
Bessemer Group
New Jersey
$3K – – –
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$2.77K – – –
PS
243
Principal Securities
Iowa
$2.13K +$2.13K +37 New
AW
244
Avion Wealth
Texas
$2K – – –
HNB
245
Huntington National Bank
Ohio
$1.61K +$1.61K +28 New
CWC
246
Carolinas Wealth Consulting
North Carolina
$1.18K – – –
FMII
247
Farmers & Merchants Investments Inc
Nebraska
$1.15K – – –
TWP
248
TFO Wealth Partners
Ohio
$807 – – –
PA
249
Parallel Advisors
California
$749 – – –
CMBA
250
C.M. Bidwell & Associates
Hawaii
$461 -$188K -3,257 -100%
7 8 9
10
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