Customers Bancorp
CUBI
100 hedge funds and large institutions have $319M invested in Customers Bancorp in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 34 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
19% more funds holding
Funds holding: 84 → 100 (+16)
6% more capital invested
Capital invested by funds: $300M → $319M (+$18.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
RS Investment Management
San Francisco,
California
|
+$14.5M |
| 2 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
+$11.6M |
| 3 |
JP Morgan Chase
New York
|
+$9.24M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.22M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.8M |
| 2 |
CCP
Cyrus Capital Partners
New York
|
-$12.3M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$4.99M |
| 4 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$1.54M |
| 5 |
Two Sigma Investments
New York
|
-$1.12M |
CUBI Hedge Fund Activity: Q1 2014 in Review
100 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q1 2014, worth a combined $319M — up 6.2% from $300M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CUBI positions and 4 closed out — a net gain of 17 holders — while 32 added to existing stakes and 34 trimmed.
The largest buyer was RS Investment Management, opening a new position worth an estimated $14.5M. The largest seller was Wellington Management Group, cutting an estimated $28.8M.
- 100 institutional investors held Customers Bancorp (CUBI) as of Q1 2014, up from 84 in Q4 2013.
- Funds reported $319M of Customers Bancorp stock for Q1 2014, up 6.2% quarter-over-quarter.
- 21 funds opened new Customers Bancorp positions in Q1 2014 and 4 closed out, a net change of +17 holders.
- The largest Customers Bancorp buyer in Q1 2014 was RS Investment Management, an estimated $14.5M added.
- The largest Customers Bancorp seller in Q1 2014 was Wellington Management Group, an estimated $28.8M sold.
Based on aggregated 13F filings for Q1 2014.