Customers Bancorp
CUBI
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.
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: 224 → 240 (+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: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$26.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$15.9M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$11.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$8.85M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$25.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.1M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$18M |
| 4 |
AIM
Access Investment Management
Atlanta,
Georgia
|
-$9.75M |
| 5 |
JP Morgan Chase
New York
|
-$6.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
LPL Financial
San Diego,
California
| – | -$390K | -8,127 | Closed |
|
|
PWS
252
Precision Wealth Strategies
Saint Louis,
Missouri
| – | -$339K | -7,065 | Closed |
|
253
Vontobel Holding
Zurich,
Switzerland
| – | -$238K | -4,967 | Closed |
|
254
Group One Trading
Chicago,
Illinois
| – | -$211K | -4,050 | Closed |
|
|
HMS
255
Hanseatic Management Services
Albuquerque,
New Mexico
| – | -$168K | -3,509 | Closed |
|
|
ATPW
256
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$151K | -3,157 | Closed |
|
|
IC
257
Innealta Capital
Austin,
Texas
| – | -$74.4K | -1,551 | Closed |
|
|
SOW
258
State of Wyoming
Cheyenne,
Wyoming
| – | -$10.6K | -221 | Closed |
|
|
NC
259
nVerses Capital
Wellington,
Florida
| – | -$9.6K | -200 | Closed |
|
260
Simplex Trading
Chicago,
Illinois
| – | -$8.9K | -171 | Closed |
|
|
SSG
261
Summit Securities Group
New York
| – | +$52 | +1 | New |
|
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.