Customers Bancorp
CUBI
155 hedge funds and large institutions have $580M invested in Customers Bancorp in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 15 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 49
0% less capital invested
Capital invested by funds: $581M → $580M (-$1.32M)
0.61% less ownership
Funds ownership: 85.54% → 84.93% (-0.61%)
3% less funds holding
Funds holding: 160 → 155 (-5)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$4.41M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$4.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.87M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.7M |
| 5 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.15M |
| 2 |
BTP
Bloom Tree Partners
New York
|
-$5.74M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$3.43M |
| 5 |
JP Morgan Chase
New York
|
-$3.01M |
CUBI Hedge Fund Activity: Q3 2016 in Review
155 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2016, worth a combined $580M — down 0.23% from $581M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of CUBI and 11 opened new positions — a net loss of 4 holders — while 49 trimmed existing stakes and 69 added.
The largest buyer was Boston Partners, adding an estimated $4.41M. The largest seller was Wells Fargo, cutting an estimated $6.15M.
- 155 institutional investors held Customers Bancorp (CUBI) as of Q3 2016, down from 160 in Q2 2016.
- Funds reported $580M of Customers Bancorp stock for Q3 2016, down 0.23% quarter-over-quarter.
- 11 funds opened new Customers Bancorp positions in Q3 2016 and 15 closed out, a net change of -4 holders.
- The largest Customers Bancorp buyer in Q3 2016 was Boston Partners, an estimated $4.41M added.
- The largest Customers Bancorp seller in Q3 2016 was Wells Fargo, an estimated $6.15M sold.
Based on aggregated 13F filings for Q3 2016.