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Customers Bancorp
CUBI

155 hedge funds and large institutions have $610M invested in Customers Bancorp in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

18% more capital invested

Capital invested by funds: $519M → $610M (+$91.7M)

4% more funds holding

Funds holding: 149 → 155 (+6)

1.8% more ownership

Funds ownership: 80.08% → 81.88% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
55
Reduced
46
Closed
13
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$724K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$6.01M
2
AL
AJO LP
Pennsylvania
+$5.92M
3
BlackRock
BlackRock
New York
+$3.68M
4
MCM
Matarin Capital Management
New York
+$3.66M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$9.45M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.31M
3
NM
Newtyn Management
New York
-$3.21M
4
Millennium Management
Millennium Management
New York
-$2.89M
5
BCM
BHZ Capital Management
California
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
51
Bard Associates
Illinois
$1.5M -$14K -610 -1%
Barclays
52
Barclays
United Kingdom
$1.42M -$89.8K -3,909 -6%
BIM
53
Baldwin Investment Management
Pennsylvania
$1.37M – – –
Swiss National Bank
54
Swiss National Bank
Switzerland
$1.35M +$41.3K +1,800 +3%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$1.33M +$21.6K +942 +2%
Citigroup
56
Citigroup
New York
$1.32M +$109K +4,737 +9%
TSW
57
Thompson Siegel & Walmsley
Virginia
$1.27M -$137K -5,974 -10%
CCM
58
Corsair Capital Management
New York
$1.26M +$545K +23,720 +81%
CSS
59
Cubist Systematic Strategies
Connecticut
$1.23M +$1.19M +51,781 New
Ensign Peak Advisors
60
Ensign Peak Advisors
Utah
$1.14M +$1.1M +47,984 New
CIC
61
Cornercap Investment Counsel
Georgia
$1.07M +$1.04M +45,151 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.02M -$26.5K -1,154 -3%
VRS
63
Virginia Retirement Systems
Virginia
$993K +$958K +41,700 New
PI
64
PineBridge Investments
New York
$928K -$701K -30,526 -44%
AA
65
Ancora Advisors
Ohio
$919K +$258K +11,230 +41%
Macquarie Group
66
Macquarie Group
Australia
$898K – – –
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$896K +$508K +22,100 +142%
CEP
68
Chicago Equity Partners
Illinois
$892K -$291K -12,690 -25%
Canada Life
69
Canada Life
Manitoba, Canada
$852K +$828K +36,062 New
Squarepoint
70
Squarepoint
New York
$849K +$73.2K +3,187 +10%
EGM
71
Engineers Gate Manager
New York
$827K +$513K +22,327 +180%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$821K +$131K +5,700 +20%
UBS AM
73
UBS AM
Illinois
$807K +$82.1K +3,574 +12%
ECM
74
ExodusPoint Capital Management
New York
$788K +$760K +33,111 New
Russell Investments Group
75
Russell Investments Group
United Kingdom
$761K +$463K +20,141 +170%
1 2
3
4 5

CUBI Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2019, worth a combined $610M — up 18% from $519M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CUBI positions and 13 closed out — a net gain of 13 holders — while 55 added to existing stakes and 46 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $6.01M. The largest seller was Invesco, cutting an estimated $9.45M.

  • 155 institutional investors held Customers Bancorp (CUBI) as of Q4 2019, up from 149 in Q3 2019.
  • Funds reported $610M of Customers Bancorp stock for Q4 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Customers Bancorp positions in Q4 2019 and 13 closed out, a net change of +13 holders.
  • The largest Customers Bancorp buyer in Q4 2019 was Renaissance Technologies, an estimated $6.01M added.
  • The largest Customers Bancorp seller in Q4 2019 was Invesco, an estimated $9.45M sold.

Based on aggregated 13F filings for Q4 2019.