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Customers Bancorp
CUBI

Overview Fund Activity

240 hedge funds and large institutions have $1.44B invested in Customers Bancorp in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-15
Holders Change %
-5.88%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
86
Reduced
87
Closed
42
Calls
$12M
Puts
$17.9M
Net Calls
-$5.88M
Net Calls Change
-$7.04M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$109M
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$13.3M
3
American Century Companies
3
American Century Companies
Missouri
$31.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$116M
5
GCM
5
Gator Capital Management
Florida
$5.84M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
TI
2
Tidal Investments
Wisconsin
$10.5M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$3.83M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19M
5
JFG
5
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
226
Avion Wealth
Texas
$2K – – –
Bessemer Group
227
Bessemer Group
New Jersey
$2K – – –
PS
228
Principal Securities
Iowa
$1.96K – – –
AWM
229
Avior Wealth Management
Nebraska
$1.11K +$1.11K +21 New
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.06K – – –
CA
231
Continuum Advisory
Idaho
$1.02K +$1.02K +21 New
PA
232
Parallel Advisors
California
$690 – – –
UB
233
UMB Bank
Missouri
$637 +$637 +12 New
ECM
234
Everence Capital Management
Indiana
$566 – – –
CMBA
235
C.M. Bidwell & Associates
Hawaii
$531 +$106 +2 +25%
Kayne Anderson Rudnick Investment Management
236
Kayne Anderson Rudnick Investment Management
California
$531 +$531 +10 New
AWM
237
Abound Wealth Management
Tennessee
$266 – – –
RIL
238
Rothschild Investment LLC
Illinois
$265 +$265 +5 New
PFBT
239
Parkside Financial Bank & Trust
Missouri
$213 – – –
FGAM
240
Financial Gravity Asset Management
Texas
$20 -$3.83K -79 Closed
JFG
241
Jefferies Financial Group
New York
– -$5.47M -94,860 Closed
EGI
242
EAM Global Investors
California
– -$4.5M -78,116 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
243
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$4.09M -71,000 Closed
EI
244
EAM Investors
California
– -$4.03M -69,864 Closed
AR
245
Advisory Research
Illinois
– -$3.12M -54,080 Closed
CM
246
Capula Management
Cayman Islands
– -$1.45M -25,177 Closed
Marshall Wace
247
Marshall Wace
United Kingdom
– -$1.17M -20,273 Closed
SCM
248
Semanteon Capital Management
Massachusetts
– -$1.14M -19,701 Closed
Walleye Capital
249
Walleye Capital
New York
– -$996K -17,281 Closed
AWM
250
AE Wealth Management
Kansas
– -$857K -15,736 Closed
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