Customers Bancorp
CUBI
256 hedge funds and large institutions have $1.59B invested in Customers Bancorp in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 61 increasing their positions, 94 reducing their positions, and 18 closing their positions.
272% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
82% more capital invested
Capital invested by funds: $878M → $1.59B (+$716M)
22% more funds holding
Funds holding: 209 → 256 (+47)
21% more call options, than puts
Call options by funds: $6.82M | Put options by funds: $5.66M
6.67% more ownership
Funds ownership: 81.45% → 88.12% (+6.7%)
35% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$29.8M |
| 2 |
Morgan Stanley
New York
|
+$26.3M |
| 3 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$12.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$8.06M |
| 5 |
BlackRock
New York
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.1M |
| 2 |
JP Morgan Chase
New York
|
-$16.5M |
| 3 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$8.61M |
| 4 |
State Street
Boston,
Massachusetts
|
-$5.83M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.68M |
CUBI Hedge Fund Activity: Q4 2023 in Review
256 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2023, worth a combined $1.59B — up 82% from $878M a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new CUBI positions and 18 closed out — a net gain of 49 holders — while 61 added to existing stakes and 94 trimmed.
The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $29.8M. The largest seller was Wellington Management Group, cutting an estimated $18.1M.
- 256 institutional investors held Customers Bancorp (CUBI) as of Q4 2023, up from 209 in Q3 2023.
- Funds reported $1.59B of Customers Bancorp stock for Q4 2023, up 82% quarter-over-quarter.
- 67 funds opened new Customers Bancorp positions in Q4 2023 and 18 closed out, a net change of +49 holders.
- The largest Customers Bancorp buyer in Q4 2023 was Driehaus Capital Management, an estimated $29.8M added.
- The largest Customers Bancorp seller in Q4 2023 was Wellington Management Group, an estimated $18.1M sold.
Based on aggregated 13F filings for Q4 2023.