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Customers Bancorp

240 hedge funds and large institutions have $1.32B invested in Customers Bancorp in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 66

7% more funds holding

Funds holding: 224240 (+16)

0.22% less ownership

Funds ownership: 90.12%89.9% (-0.22%)

3% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$44.1M)

64% less call options, than puts

Call options by funds: $3.72M | Put options by funds: $10.5M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
39
Increased
87
Reduced
66
Closed
21
Calls
$3.72M
Puts
$10.5M
Net Calls
-$6.74M
Net Calls Change
-$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
226
Avion Wealth
Texas
$1K
HWM
227
Hemington Wealth Management
Virginia
$1K +$1.51K +29 New
FMII
228
Farmers & Merchants Investments Inc
Nebraska
$929
FHA
229
First Horizon Advisors
Tennessee
$836
UB
230
UMB Bank
Missouri
$697
PA
231
Parallel Advisors
California
$604
CA
232
Continuum Advisory
Idaho
$551 -$573 -11 -52%
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$465
CPA
234
Capital Performance Advisors
California
$325 +$364 +7 New
LFG
235
Larson Financial Group
Missouri
$232
AWM
236
Abound Wealth Management
Tennessee
$186 -$52 -1 -20%
PFBT
237
Parkside Financial Bank & Trust
Missouri
$186
HNB
238
Huntington National Bank
Ohio
$186 +$208 +4 New
MFG
239
Mendota Financial Group
Wisconsin
$140 +$156 +3 New
HIM
240
Hillsdale Investment Management
Ontario, Canada
-$2.6M -54,200 Closed
EPCA
241
Elizabeth Park Capital Advisors
Ohio
-$2.34M -48,739 Closed
Canada Pension Plan Investment Board
242
Canada Pension Plan Investment Board
Ontario, Canada
-$1.58M -32,900 Closed
JF
243
Jump Financial
Illinois
-$1.53M -31,897 Closed
SIM
244
SummerHaven Investment Management
Connecticut
-$994K -20,723 Closed
EMFAT
245
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$808K -16,849 Closed
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
-$634K -13,209 Closed
VCM
247
Virtue Capital Management
Tennessee
-$740K -11,642 Closed
Truist Financial
248
Truist Financial
North Carolina
-$539K -11,243 Closed
N
249
Numerai
California
-$515K -10,737 Closed
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
-$429K -8,900 Closed

CUBI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2024, worth a combined $1.32B — down 3.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CUBI positions and 21 closed out — a net gain of 18 holders — while 87 added to existing stakes and 66 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $26.1M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $25.2M.

  • 240 institutional investors held Customers Bancorp (CUBI) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.32B of Customers Bancorp stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 39 funds opened new Customers Bancorp positions in Q3 2024 and 21 closed out, a net change of +18 holders.
  • The largest Customers Bancorp buyer in Q3 2024 was Hood River Capital Management, an estimated $26.1M added.
  • The largest Customers Bancorp seller in Q3 2024 was Philadelphia Financial Management of San Francisco, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.