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Customers Bancorp

238 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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $1.32B → $1.35B (+$28.8M)

1% less funds holding

Funds holding: 240238 (-2)

7% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $5.59M

1.23% less ownership

Funds ownership: 89.9%88.67% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
238
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.13%
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
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$974
PPA
227
Painted Porch Advisors
California
$974 +$1.01K +20 New
SS
228
SBI Securities
Japan
$974 +$1.01K +20 New
QL
229
Quarry LP
New York
$730 +$754 +15 New
WA
230
Whipplewood Advisors
Colorado
$730 +$754 +15 New
SAM
231
Synergy Asset Management
Washington
$557 +$603 +12 New
CA
232
Continuum Advisory
Idaho
$487
Kayne Anderson Rudnick Investment Management
233
Kayne Anderson Rudnick Investment Management
California
$487
HCP
234
Hexagon Capital Partners
Arkansas
$292 +$302 +6 New
LFG
235
Larson Financial Group
Missouri
$243
AWM
236
Abound Wealth Management
Tennessee
$195
IA
237
IFP Advisors
Florida
$195
PFBT
238
Parkside Financial Bank & Trust
Missouri
$195
CAWM
239
Capital A Wealth Management
Pennsylvania
$49 +$50 +1 New
Arrowstreet Capital
240
Arrowstreet Capital
Massachusetts
-$14.2M -305,411 Closed
Jacobs Levy Equity Management
241
Jacobs Levy Equity Management
New Jersey
-$11.6M -249,588 Closed
DCM
242
Driehaus Capital Management
Illinois
-$5.71M -122,967 Closed
PCM
243
Peregrine Capital Management
Minnesota
-$5.62M -121,095 Closed
BCM
244
Bridgeway Capital Management
Texas
-$4.7M -101,231 Closed
KCM
245
Kennedy Capital Management
Missouri
-$4.34M -93,430 Closed
HSA
246
Hussman Strategic Advisors
Maryland
-$2.93M -63,000 Closed
DA
247
Denali Advisors
California
-$2.19M -47,044 Closed
OSAM
248
O'Shaughnessy Asset Management
Connecticut
-$1.13M -23,471 Closed
EF
249
Empowered Funds
Pennsylvania
-$1.01M -21,640 Closed
EC
250
EJF Capital
Virginia
-$934K -20,113 Closed

CUBI Hedge Fund Activity: Q4 2024 in Review

238 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2024, worth a combined $1.35B — up 2.2% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CUBI positions and 38 closed out — a net gain of 3 holders — while 71 added to existing stakes and 86 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $21.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $14.2M sold.

  • 238 institutional investors held Customers Bancorp (CUBI) as of Q4 2024, down from 240 in Q3 2024.
  • Funds reported $1.35B of Customers Bancorp stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 41 funds opened new Customers Bancorp positions in Q4 2024 and 38 closed out, a net change of +3 holders.
  • The largest Customers Bancorp buyer in Q4 2024 was Hood River Capital Management, an estimated $21.2M added.
  • The largest Customers Bancorp seller in Q4 2024 was Arrowstreet Capital, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2024.