Customers Bancorp
CUBI
146 hedge funds and large institutions have $500M invested in Customers Bancorp in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 48 reducing their positions, and 12 closing their positions.
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
13% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 48
6% more funds holding
Funds holding: 138 → 146 (+8)
2.14% more ownership
Funds ownership: 77.78% → 79.93% (+2.1%)
11% less capital invested
Capital invested by funds: $563M → $500M (-$62.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTP
Bloom Tree Partners
New York
|
+$7.59M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.13M |
| 3 |
Bank of New York Mellon
New York
|
+$4.61M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.37M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$5.25M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$5.07M |
| 3 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$4.65M |
| 4 |
AC
Alpenglow Capital
San Carlos,
California
|
-$4.5M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$3.87M |
CUBI Hedge Fund Activity: Q1 2016 in Review
146 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q1 2016, worth a combined $500M — down 11% from $563M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CUBI positions and 12 closed out — a net gain of 9 holders — while 54 added to existing stakes and 48 trimmed.
The largest buyer was Bloom Tree Partners, adding an estimated $7.59M. The largest seller was Boston Partners, cutting an estimated $5.25M.
- 146 institutional investors held Customers Bancorp (CUBI) as of Q1 2016, up from 138 in Q4 2015.
- Funds reported $500M of Customers Bancorp stock for Q1 2016, down 11% quarter-over-quarter.
- 21 funds opened new Customers Bancorp positions in Q1 2016 and 12 closed out, a net change of +9 holders.
- The largest Customers Bancorp buyer in Q1 2016 was Bloom Tree Partners, an estimated $7.59M added.
- The largest Customers Bancorp seller in Q1 2016 was Boston Partners, an estimated $5.25M sold.
Based on aggregated 13F filings for Q1 2016.