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Customers Bancorp

173 hedge funds and large institutions have $737M invested in Customers Bancorp in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 53

22% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.32M

2.4% more ownership

Funds ownership: 80.06%82.46% (+2.4%)

0% more capital invested

Capital invested by funds: $734M → $737M (+$3.42M)

0% more funds holding

Funds holding: 173173 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
173
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
14
Increased
75
Reduced
53
Closed
14
Calls
$1.61M
Puts
$1.32M
Net Calls
+$290K
Net Calls Change
+$860K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$2.42M -$483K -16,166 -16%
Invesco
52
Invesco
Georgia
$2.33M +$59.6K +1,994 +2%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$2.25M -$23.6K -790 -1%
IA
54
IndexIQ Advisors
New York
$2.13M +$206K +6,909 +10%
BA
55
Bard Associates
Illinois
$2.1M -$76K -2,545 -3%
Victory Capital Management
56
Victory Capital Management
Texas
$2.05M +$495K +16,563 +30%
UBS Group
57
UBS Group
Switzerland
$2.04M -$515K -17,252 -19%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$2M +$6.39K +214 +0.3%
PRCP
59
Pacific Ridge Capital Partners
Oregon
$1.95M -$6.87K -230 -0.3%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$1.86M +$86K +2,879 +5%
Citadel Advisors
61
Citadel Advisors
Florida
$1.84M +$617K +20,643 +47%
BIM
62
Baldwin Investment Management
Pennsylvania
$1.75M -$239K -8,000 -12%
CYG
63
Clean Yield Group
Vermont
$1.69M +$95.7K +3,205 +6%
Legal & General Group
64
Legal & General Group
United Kingdom
$1.67M +$106K +3,560 +6%
Hotchkis & Wiley Capital Management
65
Hotchkis & Wiley Capital Management
California
$1.62M +$472K +15,818 +38%
PI
66
PineBridge Investments
New York
$1.57M +$264K +8,836 +19%
Citigroup
67
Citigroup
New York
$1.56M -$2.25M -75,219 -58%
CIC
68
Cornercap Investment Counsel
Georgia
$1.56M -$49.1K -1,645 -3%
ZIM
69
ZPR Investment Management
Florida
$1.48M +$153K +5,111 +11%
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.47M
First Trust Advisors
71
First Trust Advisors
Illinois
$1.41M +$1.48M +49,534 New
VOYA Investment Management
72
VOYA Investment Management
Georgia
$1.33M -$28K -937 -2%
SFM
73
Systematic Financial Management
New Jersey
$1.32M -$51.4K -1,720 -4%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.27M +$27.6K +923 +2%
ASRS
75
Arizona State Retirement System
Arizona
$1.22M -$103K -3,458 -7%

CUBI Hedge Fund Activity: Q2 2018 in Review

173 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2018, worth a combined $737M — up 0.47% from $734M a quarter earlier.

Fund positioning in CUBI was balanced in Q2 2018: 14 funds opened new positions, 14 closed out, 75 added to existing stakes and 53 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $14.2M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $7.33M.

  • 173 institutional investors held Customers Bancorp (CUBI) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $737M of Customers Bancorp stock for Q2 2018, up 0.47% quarter-over-quarter.
  • 14 funds opened new Customers Bancorp positions in Q2 2018 and 14 closed out, a net change of 0 holders.
  • The largest Customers Bancorp buyer in Q2 2018 was Hood River Capital Management, an estimated $14.2M added.
  • The largest Customers Bancorp seller in Q2 2018 was Thompson Siegel & Walmsley, an estimated $7.33M sold.

Based on aggregated 13F filings for Q2 2018.