Customers Bancorp
CUBI
149 hedge funds and large institutions have $519M invested in Customers Bancorp in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 14 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 47
0.11% less ownership
Funds ownership: 80.2% → 80.08% (-0.11%)
1% less capital invested
Capital invested by funds: $524M → $519M (-$5.53M)
7% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 14
1% less funds holding
Funds holding: 151 → 149 (-2)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
86% less call options, than puts
Call options by funds: $86K | Put options by funds: $608K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$5.26M |
| 2 |
Millennium Management
New York
|
+$2.87M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$2.84M |
| 4 |
NM
Newtyn Management
New York
|
+$2.35M |
| 5 |
JP Morgan Chase
New York
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Man Group
London,
United Kingdom
|
-$4.87M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.42M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.41M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$2.35M |
CUBI Hedge Fund Activity: Q3 2019 in Review
149 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2019, worth a combined $519M — down 1.1% from $524M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CUBI and 13 opened new positions — a net loss of 1 holder — while 47 trimmed existing stakes and 54 added.
The largest buyer was Basswood Capital Management, adding an estimated $5.26M. The largest seller was Man Group, cutting an estimated $4.87M.
- 149 institutional investors held Customers Bancorp (CUBI) as of Q3 2019, down from 151 in Q2 2019.
- Funds reported $519M of Customers Bancorp stock for Q3 2019, down 1.1% quarter-over-quarter.
- 13 funds opened new Customers Bancorp positions in Q3 2019 and 14 closed out, a net change of -1 holder.
- The largest Customers Bancorp buyer in Q3 2019 was Basswood Capital Management, an estimated $5.26M added.
- The largest Customers Bancorp seller in Q3 2019 was Man Group, an estimated $4.87M sold.
Based on aggregated 13F filings for Q3 2019.