Customers Bancorp
CUBI
212 hedge funds and large institutions have $942M invested in Customers Bancorp in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 88 increasing their positions, 66 reducing their positions, and 45 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 66
2.17% less ownership
Funds ownership: 86.54% → 84.36% (-2.2%)
9% less funds holding
Funds holding: 232 → 212 (-20)
31% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 45
36% less capital invested
Capital invested by funds: $1.48B → $942M (-$540M)
66% less call options, than puts
Call options by funds: $3.76M | Put options by funds: $11.2M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$12M |
| 2 |
Two Sigma Investments
New York
|
+$9.84M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$8.61M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$8.55M |
| 5 |
Morgan Stanley
New York
|
+$7.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$76.7M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$23.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$16.9M |
| 4 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$6.8M |
| 5 |
Renaissance Technologies
New York
|
-$4.8M |
CUBI Hedge Fund Activity: Q2 2022 in Review
212 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2022, worth a combined $942M — down 36% from $1.48B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of CUBI and 31 opened new positions — a net loss of 14 holders — while 66 trimmed existing stakes and 88 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $12M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $76.7M sold.
- 212 institutional investors held Customers Bancorp (CUBI) as of Q2 2022, down from 232 in Q1 2022.
- Funds reported $942M of Customers Bancorp stock for Q2 2022, down 36% quarter-over-quarter.
- 31 funds opened new Customers Bancorp positions in Q2 2022 and 45 closed out, a net change of -14 holders.
- The largest Customers Bancorp buyer in Q2 2022 was Thrivent Financial for Lutherans, an estimated $12M added.
- The largest Customers Bancorp seller in Q2 2022 was Lord, Abbett & Co, an estimated $76.7M sold.
Based on aggregated 13F filings for Q2 2022.