Customers Bancorp
CUBI
182 hedge funds and large institutions have $653M invested in Customers Bancorp in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 22 closing their positions.
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0% more funds holding
Funds holding: 182 → 182 (0)
6% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 66
6.66% less ownership
Funds ownership: 88.1% → 81.44% (-6.7%)
26% less capital invested
Capital invested by funds: $883M → $653M (-$230M)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.54M |
| 2 |
State Street
Boston,
Massachusetts
|
+$5.3M |
| 3 |
JP Morgan Chase
New York
|
+$4.1M |
| 4 |
BlackRock
New York
|
+$3.53M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$21.8M |
| 2 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$17M |
| 3 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$15.7M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$9.6M |
| 5 |
Millennium Management
New York
|
-$4.34M |
CUBI Hedge Fund Activity: Q4 2017 in Review
182 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2017, worth a combined $653M — down 26% from $883M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CUBI positions and 22 closed out — a net gain of 1 holder — while 62 added to existing stakes and 66 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $5.54M. The largest seller was Ameriprise, cutting an estimated $21.8M.
- 182 institutional investors held Customers Bancorp (CUBI) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $653M of Customers Bancorp stock for Q4 2017, down 26% quarter-over-quarter.
- 23 funds opened new Customers Bancorp positions in Q4 2017 and 22 closed out, a net change of +1 holder.
- The largest Customers Bancorp buyer in Q4 2017 was Dimensional Fund Advisors, an estimated $5.54M added.
- The largest Customers Bancorp seller in Q4 2017 was Ameriprise, an estimated $21.8M sold.
Based on aggregated 13F filings for Q4 2017.