CUBI icon

Customers Bancorp
CUBI

Overview Fund Activity

237 hedge funds and large institutions have $1.35B invested in Customers Bancorp in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 38 closing their positions.

Holders
237
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
71
Reduced
86
Closed
38
Calls
$5.22M
Puts
$5.59M
Net Calls
-$371K
Net Calls Change
+$6.37M

Top Buyers

1
HRCM
1
Hood River Capital Management
Florida
$71.6M
2
HA
2
Heartland Advisors
Wisconsin
$7.67M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
SC
4
Shellback Capital
Massachusetts
$5.26M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.9M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$128M
4
Invesco
4
Invesco
Georgia
$10.2M
5
GLA
5
Great Lakes Advisors
Illinois
$5.69M
Name Market Value Shares Shares
Change 		Shares
Change %
SS
226
SBI Securities
Japan
$974 20 +20 New
PPA
227
Painted Porch Advisors
California
$974 20 +20 New
QL
228
Quarry LP
New York
$730 15 +15 New
WA
229
Whipplewood Advisors
Colorado
$730 15 +15 New
SAM
230
Synergy Asset Management
Washington
$557 12 +12 New
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$487 10 – –
CA
232
Continuum Advisory
Idaho
$487 10 – –
HCP
233
Hexagon Capital Partners
Arkansas
$292 6 +6 New
LFG
234
Larson Financial Group
Missouri
$243 5 – –
AWM
235
Abound Wealth Management
Tennessee
$195 4 – –
PFBT
236
Parkside Financial Bank & Trust
Missouri
$195 4 – –
IA
237
IFP Advisors
Florida
– – – –
CAWM
238
Capital A Wealth Management
Pennsylvania
$49 1 +1 New
Arrowstreet Capital
239
Arrowstreet Capital
Massachusetts
– – -305,411 Closed
Jacobs Levy Equity Management
240
Jacobs Levy Equity Management
New Jersey
– – -249,588 Closed
DCM
241
Driehaus Capital Management
Illinois
– – -122,967 Closed
PCM
242
Peregrine Capital Management
Minnesota
– – -121,095 Closed
BCM
243
Bridgeway Capital Management
Texas
– – -101,231 Closed
KCM
244
Kennedy Capital Management
Missouri
– – -93,430 Closed
HSA
245
Hussman Strategic Advisors
Maryland
– – -63,000 Closed
DA
246
Denali Advisors
California
– – -47,044 Closed
OSAM
247
O'Shaughnessy Asset Management
Connecticut
– – -23,471 Closed
EF
248
Empowered Funds
Pennsylvania
– – -21,640 Closed
EC
249
EJF Capital
Virginia
– – -20,113 Closed
Connor, Clark & Lunn Investment Management (CC&L)
250
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -19,965 Closed
8 9
10
11 12