Customers Bancorp
CUBI
209 hedge funds and large institutions have $878M invested in Customers Bancorp in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 80 reducing their positions, and 19 closing their positions.
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
59% more call options, than puts
Call options by funds: $9.11M | Put options by funds: $5.71M
13% more capital invested
Capital invested by funds: $778M → $878M (+$99.8M)
10% more funds holding
Funds holding: 190 → 209 (+19)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.92% less ownership
Funds ownership: 82.37% → 81.45% (-0.92%)
28% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.2M |
| 2 |
JP Morgan Chase
New York
|
+$10.4M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$6.56M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.37M |
| 5 |
QC
Quantedge Capital
Singapore
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$11.5M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$9.92M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$7.11M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.75M |
| 5 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$4.64M |
CUBI Hedge Fund Activity: Q3 2023 in Review
209 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2023, worth a combined $878M — up 13% from $778M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new CUBI positions and 19 closed out — a net gain of 19 holders — while 58 added to existing stakes and 80 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $17.2M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $11.5M sold.
- 209 institutional investors held Customers Bancorp (CUBI) as of Q3 2023, up from 190 in Q2 2023.
- Funds reported $878M of Customers Bancorp stock for Q3 2023, up 13% quarter-over-quarter.
- 38 funds opened new Customers Bancorp positions in Q3 2023 and 19 closed out, a net change of +19 holders.
- The largest Customers Bancorp buyer in Q3 2023 was Wellington Management Group, an estimated $17.2M added.
- The largest Customers Bancorp seller in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2023.