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Customers Bancorp
CUBI

100 hedge funds and large institutions have $319M invested in Customers Bancorp in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

19% more funds holding

Funds holding: 84 → 100 (+16)

6% more capital invested

Capital invested by funds: $300M → $319M (+$18.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 34

Holders
100
Holders Change
+16
Holders Change %
+19.05%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
21
Increased
32
Reduced
34
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIM
RS Investment Management
California
+$14.5M
2
FWSM
First Wilshire Securities Management
California
+$11.6M
3
JP Morgan Chase
JP Morgan Chase
New York
+$9.24M
4
WA
Wasatch Advisors
Utah
+$5.22M
5
NI
Numeric Investors
Massachusetts
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$28.8M
2
CCP
Cyrus Capital Partners
New York
-$12.3M
3
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$4.99M
4
OCG
Opus Capital Group
Ohio
-$1.54M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.75M +$452K +24,811 +21%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$2.52M +$2.42M +132,935 New
MOACM
28
Mutual of America Capital Management
New York
$2.5M – – –
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.48M -$489K -26,811 -17%
American Century Companies
30
American Century Companies
Missouri
$2.27M +$1.75M +95,849 +405%
TCIM
31
TIAA CREF Investment Management
New York
$2.25M +$41.9K +2,297 +2%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.24M -$28.8M -1,579,054 -93%
RFC
33
Russell Frank Company
Washington
$2.01M -$80.2K -4,400 -4%
EWP
34
Edmunds White Partners
Virginia
$1.92M +$116K +6,361 +7%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.77M +$61.3K +3,364 +4%
N
36
Nuveen
North Carolina
$1.63M -$401K -22,000 -20%
CCMH
37
Cornerstone Capital Management Holdings
New York
$1.53M +$425K +23,320 +41%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$1.51M +$869K +47,673 +149%
NFA
39
Nationwide Fund Advisors
Ohio
$1.5M +$1.13M +61,875 +365%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$1.45M +$206K +11,315 +17%
BIM
41
BlackRock Investment Management
Delaware
$1.43M -$292 -16 -0%
COPPSERS
42
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.35M – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.26M +$842K +46,191 +229%
Millennium Management
44
Millennium Management
New York
$1.24M +$160K +8,800 +16%
IGIM
45
I.G. Investment Management
Manitoba, Canada
$1.22M +$133K +7,280 +13%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$1.19M +$570K +31,257 +99%
DCM
47
Dialectic Capital Management
Connecticut
$1.18M -$46.6K -2,554 -4%
TC
48
TFS Capital
Pennsylvania
$1.14M +$736K +40,358 +205%
Wells Fargo
49
Wells Fargo
California
$1.11M +$357K +19,561 +50%
CPP
50
Crow Point Partners
Massachusetts
$981K +$943K +51,700 New
1
2
3 4 5

CUBI Hedge Fund Activity: Q1 2014 in Review

100 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q1 2014, worth a combined $319M — up 6.2% from $300M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CUBI positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 34 trimmed.

The largest buyer was RS Investment Management, opening a new position worth an estimated $14.5M. The largest seller was Wellington Management Group, cutting an estimated $28.8M.

  • 100 institutional investors held Customers Bancorp (CUBI) as of Q1 2014, up from 84 in Q4 2013.
  • Funds reported $319M of Customers Bancorp stock for Q1 2014, up 6.2% quarter-over-quarter.
  • 21 funds opened new Customers Bancorp positions in Q1 2014 and 4 closed out, a net change of +17 holders.
  • The largest Customers Bancorp buyer in Q1 2014 was RS Investment Management, an estimated $14.5M added.
  • The largest Customers Bancorp seller in Q1 2014 was Wellington Management Group, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2014.