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Customers Bancorp
CUBI

Overview Fund Activity

239 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 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+15
Holders Change %
+6.7%
% of All Funds
3.46%
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
22
Calls
$3.72M
Puts
$10.5M
Net Calls
-$6.74M
Net Calls Change
-$4.84M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
$48.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$22.3M
4
State Street
State Street
Massachusetts
$82.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.6M

Top Sellers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$307K
2
Wellington Management Group
Wellington Management Group
Massachusetts
$131M
3
DCM
Driehaus Capital Management
Illinois
$5.71M
4
AIM
Access Investment Management
Georgia
$4.37M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
226
Hemington Wealth Management
Virginia
$1K +$1K +29 New
FMII
227
Farmers & Merchants Investments Inc
Nebraska
$929 – – –
FHA
228
First Horizon Advisors
Tennessee
$836 – – –
UB
229
UMB Bank
Missouri
$697 – – –
PA
230
Parallel Advisors
California
$604 – – –
CA
231
Continuum Advisory
Idaho
$551 -$606 -11 -52%
Kayne Anderson Rudnick Investment Management
232
Kayne Anderson Rudnick Investment Management
California
$465 – – –
CPA
233
Capital Performance Advisors
California
$325 +$325 +7 New
LFG
234
Larson Financial Group
Missouri
$232 – – –
AWM
235
Abound Wealth Management
Tennessee
$186 -$47 -1 -20%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$186 – – –
HNB
237
Huntington National Bank
Ohio
$186 +$186 +4 New
MFG
238
Mendota Financial Group
Wisconsin
$140 +$140 +3 New
HIM
239
Hillsdale Investment Management
Ontario, Canada
– -$2.6M -54,200 Closed
EPCA
240
Elizabeth Park Capital Advisors
Ohio
– -$2.34M -48,739 Closed
TPSF
241
Texas Permanent School Fund
Texas
– -$1.71M -35,731 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
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