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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
OCG
51
Opus Capital Group
Ohio
$3.16M -$899K -31,146 -24%
MC
52
Menta Capital
California
$3.1M -$713K -24,706 -21%
ZIM
53
ZPR Investment Management
Florida
$2.76M +$620K +21,495 +34%
BIM
54
Baldwin Investment Management
Pennsylvania
$2.76M
Victory Capital Management
55
Victory Capital Management
Texas
$2.66M -$2.02M -70,056 -46%
BA
56
Bard Associates
Illinois
$2.58M -$14.4K -500 -0.6%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$2.51M -$221K -7,643 -9%
Morgan Stanley
58
Morgan Stanley
New York
$2.5M -$4.67M -162,012 -68%
Ohio Public Employees Retirement System (OPERS)
59
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.5M +$465K +16,109 +27%
BCM
60
Bridgeway Capital Management
Texas
$2.32M +$289K +10,000 +16%
Invesco
61
Invesco
Georgia
$2.25M +$52.5K +1,819 +3%
CYG
62
Clean Yield Group
Vermont
$2.2M +$1.94M +67,350 New
PI
63
PineBridge Investments
New York
$2.19M +$4.99K +173 +0.3%
Stifel Financial
64
Stifel Financial
Missouri
$2M +$43.3K +1,500 +3%
PRCP
65
Pacific Ridge Capital Partners
Oregon
$1.94M +$189K +6,540 +12%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.92M +$35.8K +1,240 +2%
CIC
67
Cornercap Investment Counsel
Georgia
$1.89M +$160K +5,530 +11%
SFM
68
Systematic Financial Management
New Jersey
$1.81M -$88.7K -3,075 -5%
1CM
69
1492 Capital Management
Wisconsin
$1.76M -$33.2K -1,149 -2%
DM
70
Delphi Management
Massachusetts
$1.75M +$21.1K +732 +1%
Legal & General Group
71
Legal & General Group
United Kingdom
$1.73M +$21.7K +751 +1%
RHCA
72
Rosenthal Henry Capital Advisors
Indiana
$1.63M
USAA
73
United Services Automobile Association
Texas
$1.59M -$2.36M -81,700 -63%
BPM
74
Bowling Portfolio Management
Ohio
$1.58M +$745K +25,824 +114%
NAM
75
NorthCoast Asset Management
Connecticut
$1.57M -$361K -12,516 -21%

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.