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Customers Bancorp
CUBI

155 hedge funds and large institutions have $610M invested in Customers Bancorp in 2019 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

18% more capital invested

Capital invested by funds: $519M → $610M (+$91.7M)

4% more funds holding

Funds holding: 149 → 155 (+6)

1.8% more ownership

Funds ownership: 80.08% → 81.88% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
155
Holders Change
+6
Holders Change %
+4.03%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
26
Increased
55
Reduced
46
Closed
13
Calls
$202K
Puts
–
Net Calls
+$202K
Net Calls Change
+$724K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$6.01M
2
AL
AJO LP
Pennsylvania
+$5.92M
3
BlackRock
BlackRock
New York
+$3.68M
4
MCM
Matarin Capital Management
New York
+$3.66M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$9.45M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.31M
3
NM
Newtyn Management
New York
-$3.21M
4
Millennium Management
Millennium Management
New York
-$2.89M
5
BCM
BHZ Capital Management
California
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$754K +$4.59K +200 +0.6%
UBS Group
77
UBS Group
Switzerland
$748K +$301K +13,110 +72%
Bank of America
78
Bank of America
North Carolina
$726K -$290K -12,614 -29%
SO
79
STRS Ohio
Ohio
$711K -$59.7K -2,600 -8%
FIM
80
Freedom Investment Management
Connecticut
$702K -$152K -6,629 -18%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$645K +$330K +14,372 +113%
LAM
82
Lingohr Asset Management
Germany
$643K – – –
SFM
83
Systematic Financial Management
New Jersey
$640K +$17.6K +765 +3%
Comerica Bank
84
Comerica Bank
Texas
$595K +$1.68K +73 +0.3%
SAM
85
Shell Asset Management
Netherlands
$582K -$13.2K -573 -2%
Citadel Advisors
86
Citadel Advisors
Florida
$582K +$561K +24,447 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$546K -$528 -23 -0.1%
AG
88
Aperio Group
California
$528K -$18.9K -825 -4%
KBC Group
89
KBC Group
Belgium
$527K – – –
SOADOR
90
State of Alaska Department of Revenue
Alaska
$518K -$8.04K -350 -2%
Truist Financial
91
Truist Financial
North Carolina
$511K +$493K +21,459 New
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$502K +$209K +9,106 +76%
DA
93
Denali Advisors
California
$495K +$478K +20,803 New
Deutsche Bank
94
Deutsche Bank
Germany
$490K +$248K +10,793 +109%
AIG
95
American International Group
New York
$489K -$12.5K -545 -3%
TPSF
96
Texas Permanent School Fund
Texas
$469K +$3.54K +154 +0.8%
ASRS
97
Arizona State Retirement System
Arizona
$457K -$334K -14,529 -43%
RA
98
Royce & Associates
New York
$453K -$142K -6,198 -25%
CS
99
Credit Suisse
Switzerland
$448K -$108K -4,718 -20%
MAM
100
Martingale Asset Management
Massachusetts
$444K +$428K +18,642 New
2 3
4
5 6

CUBI Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2019, worth a combined $610M — up 18% from $519M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CUBI positions and 13 closed out — a net gain of 13 holders — while 55 added to existing stakes and 46 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $6.01M. The largest seller was Invesco, cutting an estimated $9.45M.

  • 155 institutional investors held Customers Bancorp (CUBI) as of Q4 2019, up from 149 in Q3 2019.
  • Funds reported $610M of Customers Bancorp stock for Q4 2019, up 18% quarter-over-quarter.
  • 26 funds opened new Customers Bancorp positions in Q4 2019 and 13 closed out, a net change of +13 holders.
  • The largest Customers Bancorp buyer in Q4 2019 was Renaissance Technologies, an estimated $6.01M added.
  • The largest Customers Bancorp seller in Q4 2019 was Invesco, an estimated $9.45M sold.

Based on aggregated 13F filings for Q4 2019.