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Customers Bancorp

240 hedge funds and large institutions have $1.32B invested in Customers Bancorp in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 66

7% more funds holding

Funds holding: 224240 (+16)

0.22% less ownership

Funds ownership: 90.12%89.9% (-0.22%)

3% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$44.1M)

64% less call options, than puts

Call options by funds: $3.72M | Put options by funds: $10.5M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
39
Increased
87
Reduced
66
Closed
21
Calls
$3.72M
Puts
$10.5M
Net Calls
-$6.74M
Net Calls Change
-$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
26
South Dakota Investment Council
South Dakota
$9.26M +$4.95M +95,119 +91%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$9.05M -$1.79M -34,364 -15%
Citadel Advisors
28
Citadel Advisors
Florida
$8.52M +$707K +13,591 +8%
Prudential Financial
29
Prudential Financial
New Jersey
$8.45M +$5.46K +105 +0.1%
Ameriprise
30
Ameriprise
Minnesota
$8.39M -$378K -7,261 -4%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$8.07M +$1.64M +31,467 +22%
SEI Investments
32
SEI Investments
Pennsylvania
$6.96M +$925K +17,776 +13%
Federated Hermes
33
Federated Hermes
Pennsylvania
$6.52M -$21.7K -416 -0.3%
Principal Financial Group
34
Principal Financial Group
Iowa
$6.46M -$1.9M -36,559 -21%
Bank of America
35
Bank of America
North Carolina
$6.3M +$351K +6,744 +5%
Squarepoint
36
Squarepoint
New York
$5.89M +$2.25M +43,155 +52%
DCM
37
Driehaus Capital Management
Illinois
$5.71M -$18M -345,489 -74%
PCM
38
Peregrine Capital Management
Minnesota
$5.62M -$2.04M -39,184 -24%
TI
39
Tidal Investments
Wisconsin
$5.61M -$3.4M -65,390 -35%
Renaissance Technologies
40
Renaissance Technologies
New York
$5.41M +$3.26M +62,700 +116%
Citigroup
41
Citigroup
New York
$5M +$789K +15,161 +16%
First Trust Advisors
42
First Trust Advisors
Illinois
$4.84M +$2.14M +41,156 +65%
Rafferty Asset Management
43
Rafferty Asset Management
New York
$4.83M +$220K +4,229 +4%
NPT
44
National Philanthropic Trust
Pennsylvania
$4.79M
BCM
45
Bridgeway Capital Management
Texas
$4.7M +$55.8K +1,072 +1%
AllianceBernstein
46
AllianceBernstein
Tennessee
$4.64M -$43.8K -841 -0.8%
Deutsche Bank
47
Deutsche Bank
Germany
$4.46M -$1.61M -30,985 -24%
AIM
48
Access Investment Management
Georgia
$4.37M -$9.75M -187,315 -67%
KCM
49
Kennedy Capital Management
Missouri
$4.34M -$3.03M -58,256 -38%
Barclays
50
Barclays
United Kingdom
$4.17M +$1.49M +28,683 +47%

CUBI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2024, worth a combined $1.32B — down 3.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CUBI positions and 21 closed out — a net gain of 18 holders — while 87 added to existing stakes and 66 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $26.1M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $25.2M.

  • 240 institutional investors held Customers Bancorp (CUBI) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.32B of Customers Bancorp stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 39 funds opened new Customers Bancorp positions in Q3 2024 and 21 closed out, a net change of +18 holders.
  • The largest Customers Bancorp buyer in Q3 2024 was Hood River Capital Management, an estimated $26.1M added.
  • The largest Customers Bancorp seller in Q3 2024 was Philadelphia Financial Management of San Francisco, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.