CUBI icon

Customers Bancorp
CUBI

Overview Fund Activity

126 hedge funds and large institutions have $501M invested in Customers Bancorp in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+9
Holders Change %
+7.69%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
21
Increased
47
Reduced
40
Closed
11
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$4K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$18.2M
2
State Street
2
State Street
Massachusetts
$20.9M
3
AL
3
AJO LP
Pennsylvania
$6.59M
4
Prudential Financial
4
Prudential Financial
New Jersey
$5.77M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$16.8M

Top Sellers

1
RIM
1
RS Investment Management
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.1M
3
EBIM
3
Eagle Boston Investment Management
Massachusetts
$14.5M
4
VOAM
4
Vertex One Asset Management
British Columbia, Canada
$5.23M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
101
KeyBank National Association
Ohio
$259K +$259K +10,649 New
BBA
102
BLB&B Advisors
Pennsylvania
$239K +$239K +9,823 New
FMT
103
First Mercantile Trust
Tennessee
$181K -$66.8K -2,750 -27%
Lazard Asset Management
104
Lazard Asset Management
New York
$159K – – –
Acadian Asset Management
105
Acadian Asset Management
Massachusetts
$152K +$18.6K +765 +14%
Bank of America
106
Bank of America
North Carolina
$131K -$229K -9,421 -64%
LSV Asset Management
107
LSV Asset Management
Illinois
$116K – – –
Legal & General Group
108
Legal & General Group
United Kingdom
$111K – – –
PCM
109
Prelude Capital Management
New York
$95K -$29.2K -1,200 -23%
Citigroup
110
Citigroup
New York
$81K -$31.7K -1,295 -28%
EWM
111
Evercore Wealth Management
New York
$80K – – –
TRCT
112
Tower Research Capital (TRC)
New York
$75K +$75K +3,087 +308,700%
GWM
113
Gupta Wealth Management
California
$38K +$38K +1,543 New
WA
114
WFG Advisors
Texas
$32K -$145 -6 -0.5%
MAA
115
Managed Account Advisors
New Jersey
$25K +$25K +1,017 New
UBS Group
116
UBS Group
Switzerland
$24K -$4.7K -196 -16%
OIA
117
Optimum Investment Advisors
Illinois
$24K +$24K +1,000 New
Barclays
118
Barclays
United Kingdom
$19K -$14.9K -602 -44%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$18K +$49 +2 +0.3%
BlackRock
120
BlackRock
New York
$16K – – –
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$14.8K +$14.8K +607 New
Creative Planning
122
Creative Planning
Kansas
$9K +$9K +357 New
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$6K +$6K +229 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$2K -$100K -5,066 -98%
US Bancorp
125
US Bancorp
Minnesota
$1K +$1K +59 New
2 3 4
5
6