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Customers Bancorp

182 hedge funds and large institutions have $883M invested in Customers Bancorp in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $765M → $883M (+$118M)

10% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 60

2% more funds holding

Funds holding: 179182 (+3)

0.18% less ownership

Funds ownership: 88.29%88.1% (-0.18%)

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
4.54%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
25
Increased
66
Reduced
60
Closed
19
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
-$970K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
ClariVest Asset Management
California
$8.72M +$141K +4,900 +2%
NAP
27
New Amsterdam Partners
New York
$8.47M -$61.9K -2,147 -0.8%
Charles Schwab
28
Charles Schwab
California
$8.45M +$1.52M +52,672 +26%
TCIM
29
TIAA CREF Investment Management
New York
$8.28M +$1.24M +42,841 +20%
Principal Financial Group
30
Principal Financial Group
Iowa
$8.15M -$19.2K -665 -0.3%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$8.12M +$400K +13,877 +6%
DW
32
Domani Wealth
Pennsylvania
$7.11M -$2.27M -78,568 -27%
BA
33
Boston Advisors
Massachusetts
$6.95M -$228K -7,890 -4%
GACM
34
Global Alpha Capital Management
Quebec, Canada
$6.37M -$188K -6,500 -3%
MOACM
35
Mutual of America Capital Management
New York
$6.32M +$150K +5,185 +3%
LA
36
Legacy Advisors
Pennsylvania
$6.16M
BCM
37
BHZ Capital Management
California
$5.9M -$8.66K -300 -0.2%
GC
38
Guggenheim Capital
Illinois
$5.82M +$79K +2,739 +2%
CCMH
39
Cornerstone Capital Management Holdings
New York
$5.66M -$179K -6,200 -3%
Goldman Sachs
40
Goldman Sachs
New York
$5.64M +$2.49M +86,135 +99%
TCM
41
Tieton Capital Management
Washington
$5.62M +$1.27M +44,020 +34%
AQR Capital Management
42
AQR Capital Management
Connecticut
$5.23M +$196K +6,806 +4%
KCM
43
Kornitzer Capital Management
Kansas
$5.19M +$4.59M +159,105 New
NI
44
Numeric Investors
Massachusetts
$4.5M -$141K -4,900 -3%
Wells Fargo
45
Wells Fargo
California
$4.31M +$344K +11,926 +10%
Citigroup
46
Citigroup
New York
$4.24M -$611K -21,162 -14%
Renaissance Technologies
47
Renaissance Technologies
New York
$4M -$3.34M -115,600 -49%
JP Morgan Chase
48
JP Morgan Chase
New York
$3.8M -$121K -4,200 -3%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$3.57M -$96.5K -3,343 -3%
QI
50
QS Investors
New York
$3.33M -$141K -4,872 -5%

CUBI Hedge Fund Activity: Q3 2017 in Review

182 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2017, worth a combined $883M — up 15% from $765M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CUBI positions and 19 closed out — a net gain of 6 holders — while 66 added to existing stakes and 60 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $5.34M. The largest seller was State Street, cutting an estimated $5.39M.

  • 182 institutional investors held Customers Bancorp (CUBI) as of Q3 2017, up from 179 in Q2 2017.
  • Funds reported $883M of Customers Bancorp stock for Q3 2017, up 15% quarter-over-quarter.
  • 25 funds opened new Customers Bancorp positions in Q3 2017 and 19 closed out, a net change of +6 holders.
  • The largest Customers Bancorp buyer in Q3 2017 was Teachers Advisors, an estimated $5.34M added.
  • The largest Customers Bancorp seller in Q3 2017 was State Street, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2017.