Customers Bancorp
CUBI
224 hedge funds and large institutions have $1.37B invested in Customers Bancorp in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 89 increasing their positions, 68 reducing their positions, and 42 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 68
3.4% more ownership
Funds ownership: 86.72% → 90.12% (+3.4%)
5% less capital invested
Capital invested by funds: $1.45B → $1.37B (-$79.3M)
7% less funds holding
Funds holding: 241 → 224 (-17)
36% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 42
45% less call options, than puts
Call options by funds: $2.31M | Put options by funds: $4.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$55.4M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$12.6M |
| 3 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$9.07M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$8.58M |
| 5 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$7.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$13.3M |
| 2 |
JP Morgan Chase
New York
|
-$9.04M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.2M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$6.59M |
| 5 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$6.32M |
CUBI Hedge Fund Activity: Q2 2024 in Review
224 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2024, worth a combined $1.37B — down 5.5% from $1.45B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of CUBI and 27 opened new positions — a net loss of 15 holders — while 68 trimmed existing stakes and 89 added.
The largest buyer was Wellington Management Group, adding an estimated $55.4M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $13.3M sold.
- 224 institutional investors held Customers Bancorp (CUBI) as of Q2 2024, down from 241 in Q1 2024.
- Funds reported $1.37B of Customers Bancorp stock for Q2 2024, down 5.5% quarter-over-quarter.
- 27 funds opened new Customers Bancorp positions in Q2 2024 and 42 closed out, a net change of -15 holders.
- The largest Customers Bancorp buyer in Q2 2024 was Wellington Management Group, an estimated $55.4M added.
- The largest Customers Bancorp seller in Q2 2024 was Intrinsic Edge Capital Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q2 2024.