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Customers Bancorp
CUBI

155 hedge funds and large institutions have $610M invested in Customers Bancorp in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

18% more capital invested

Capital invested by funds: $519M → $610M (+$91.7M)

4% more funds holding

Funds holding: 149 → 155 (+6)

1.8% more ownership

Funds ownership: 80.08% → 81.88% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
55
Reduced
46
Closed
13
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$724K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$6.01M
2
AL
AJO LP
Pennsylvania
+$5.92M
3
BlackRock
BlackRock
New York
+$3.68M
4
MCM
Matarin Capital Management
New York
+$3.66M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$9.45M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.31M
3
NM
Newtyn Management
New York
-$3.21M
4
Millennium Management
Millennium Management
New York
-$2.89M
5
BCM
BHZ Capital Management
California
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$6.52M +$105K +4,587 +2%
Invesco
27
Invesco
Georgia
$6.02M -$9.45M -411,518 -62%
Principal Financial Group
28
Principal Financial Group
Iowa
$5.42M +$20.4K +889 +0.4%
MCM
29
Matarin Capital Management
New York
$5.39M +$3.66M +159,560 +239%
SEI Investments
30
SEI Investments
Pennsylvania
$5.38M +$737K +32,092 +17%
FP
31
Foundry Partners
Minnesota
$5.32M -$1.3M -56,550 -20%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$4.76M +$194K +8,445 +4%
Morgan Stanley
33
Morgan Stanley
New York
$4.44M +$1.7M +74,142 +66%
Man Group
34
Man Group
United Kingdom
$3.61M +$8.29K +361 +0.2%
MSL
35
Mackay Shields LLC
New York
$3.43M -$661K -28,800 -17%
BCM
36
Bridgeway Capital Management
Texas
$3.34M – – –
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.85M +$1.06M +46,314 +63%
PPA
38
Parametric Portfolio Associates
Washington
$2.78M -$54.2K -2,359 -2%
Victory Capital Management
39
Victory Capital Management
Texas
$2.73M +$262K +11,401 +11%
QI
40
QS Investors
New York
$2.59M -$43K -1,872 -2%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$2.52M +$2.33M +101,567 +2,417%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$2.29M +$93.3K +4,063 +4%
CAM
43
ClariVest Asset Management
California
$2.28M +$1.16M +50,649 +112%
Goldman Sachs
44
Goldman Sachs
New York
$1.99M +$986K +42,912 +105%
Millennium Management
45
Millennium Management
New York
$1.77M -$2.89M -125,671 -63%
Legal & General Group
46
Legal & General Group
United Kingdom
$1.76M +$93.3K +4,062 +6%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$1.69M +$756K +32,923 +86%
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.58M -$101K -4,401 -6%
PRCP
49
Pacific Ridge Capital Partners
Oregon
$1.56M -$158K -6,880 -10%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$1.51M +$1.46M +63,433 New
1
2
3 4 5

CUBI Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2019, worth a combined $610M — up 18% from $519M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CUBI positions and 13 closed out — a net gain of 13 holders — while 55 added to existing stakes and 46 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $6.01M. The largest seller was Invesco, cutting an estimated $9.45M.

  • 155 institutional investors held Customers Bancorp (CUBI) as of Q4 2019, up from 149 in Q3 2019.
  • Funds reported $610M of Customers Bancorp stock for Q4 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Customers Bancorp positions in Q4 2019 and 13 closed out, a net change of +13 holders.
  • The largest Customers Bancorp buyer in Q4 2019 was Renaissance Technologies, an estimated $6.01M added.
  • The largest Customers Bancorp seller in Q4 2019 was Invesco, an estimated $9.45M sold.

Based on aggregated 13F filings for Q4 2019.