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Customers Bancorp

240 hedge funds and large institutions have $1.32B invested in Customers Bancorp in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 66

7% more funds holding

Funds holding: 224240 (+16)

0.22% less ownership

Funds ownership: 90.12%89.9% (-0.22%)

3% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$44.1M)

64% less call options, than puts

Call options by funds: $3.72M | Put options by funds: $10.5M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
39
Increased
87
Reduced
66
Closed
21
Calls
$3.72M
Puts
$10.5M
Net Calls
-$6.74M
Net Calls Change
-$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
76
Denali Advisors
California
$2.19M
Canada Life
77
Canada Life
Manitoba, Canada
$2.04M -$139K -2,662 -6%
DLP
78
De Lisle Partners
United Kingdom
$1.95M -$521K -10,000 -19%
MAA
79
Mraz Amerine & Associates
California
$1.89M -$63.2K -1,214 -3%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$1.88M +$1.14M +21,871 +118%
AG
81
Algert Global
California
$1.83M -$2.28M -43,863 -53%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$1.79M +$5.62K +108 +0.3%
Walleye Capital
83
Walleye Capital
New York
$1.79M +$1.69M +32,407 +536%
TI
84
Trexquant Investment
Connecticut
$1.73M +$215K +4,124 +12%
RJA
85
Raymond James & Associates
Florida
$1.58M -$1.07M -20,642 -38%
HA
86
Harbor Advisors
Florida
$1.55M +$1.37M +26,375 +377%
EGM
87
Engineers Gate Manager
New York
$1.55M +$1.22M +23,369 +234%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$1.54M +$571K +10,977 +50%
Comerica Bank
89
Comerica Bank
Texas
$1.49M +$200K +3,836 +14%
MAM
90
Martingale Asset Management
Massachusetts
$1.43M +$115K +2,206 +8%
Macquarie Group
91
Macquarie Group
Australia
$1.41M
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.4M -$781 -15 -0%
GCP
93
GSA Capital Partners
United Kingdom
$1.39M +$149K +2,857 +11%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$1.32M -$38.5K -740 -3%
Verition Fund Management
95
Verition Fund Management
Connecticut
$1.3M +$1.11M +21,357 +326%
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$1.3M -$68.4K -1,315 -4%
SA
97
SRN Advisors
Pennsylvania
$1.24M +$799K +15,343 +136%
SCA
98
Sippican Capital Advisors
Massachusetts
$1.23M +$807K +15,510 +140%
IIM
99
INTECH Investment Management
Florida
$1.18M +$562K +10,797 +74%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$1.14M -$1.91M -36,619 -60%

CUBI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2024, worth a combined $1.32B — down 3.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CUBI positions and 21 closed out — a net gain of 18 holders — while 87 added to existing stakes and 66 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $26.1M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $25.2M.

  • 240 institutional investors held Customers Bancorp (CUBI) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.32B of Customers Bancorp stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 39 funds opened new Customers Bancorp positions in Q3 2024 and 21 closed out, a net change of +18 holders.
  • The largest Customers Bancorp buyer in Q3 2024 was Hood River Capital Management, an estimated $26.1M added.
  • The largest Customers Bancorp seller in Q3 2024 was Philadelphia Financial Management of San Francisco, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.