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Customers Bancorp

132 hedge funds and large institutions have $553M invested in Customers Bancorp in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 31

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4.25% more ownership

Funds ownership: 76.34%80.58% (+4.2%)

2% more funds holding

Funds holding: 129132 (+3)

1% more capital invested

Capital invested by funds: $548M → $553M (+$5.38M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
132
Holders Change
+3
Holders Change %
+2.33%
% of All Funds
3.69%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
16
Increased
65
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
101
Palouse Capital Management
Washington
$252K +$249K +9,806 New
BBA
102
BLB&B Advisors
Pennsylvania
$244K -$2.64K -104 -1%
TAM
103
Tocqueville Asset Management
New York
$244K +$242K +9,500 New
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$219K +$3.81K +150 +2%
Luther King Capital Management (LKCM)
105
Luther King Capital Management (LKCM)
Texas
$206K +$203K +8,000 New
PCM
106
Prelude Capital Management
New York
$193K +$73.7K +2,900 +63%
Morgan Stanley
107
Morgan Stanley
New York
$191K +$51.2K +2,014 +37%
FMT
108
First Mercantile Trust
Tennessee
$188K -$3.81K -150 -2%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$145K +$87.1K +3,427 +154%
WAM
110
Watershed Asset Management
California
$124K -$6.48M -254,790 -98%
LSV Asset Management
111
LSV Asset Management
Illinois
$123K
Legal & General Group
112
Legal & General Group
United Kingdom
$115K
SG Americas Securities
113
SG Americas Securities
New York
$109K -$22.4K -881 -17%
EWM
114
Evercore Wealth Management
New York
$85K
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$80K +$55.5K +2,184 +231%
Canada Life
116
Canada Life
Manitoba, Canada
$76K -$1.29M -50,600 -95%
BG
117
BlackRock Group
United Kingdom
$70K +$69.6K +2,738 New
GWM
118
Gupta Wealth Management
California
$40K
WA
119
WFG Advisors
Texas
$34K
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$30K -$27.6K -1,086 -48%
UBS Group
121
UBS Group
Switzerland
$26K -$25.6K -1,006 -50%
BlackRock
122
BlackRock
New York
$16K
TWI
123
Thomas White International
Illinois
$16K
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$11K +$4.63K +182 +79%
AA
125
ALPS Advisors
Colorado
$4.95K -$68.5K -2,693 -12%

CUBI Hedge Fund Activity: Q3 2015 in Review

132 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2015, worth a combined $553M — up 0.98% from $548M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CUBI positions and 12 closed out — a net gain of 4 holders — while 65 added to existing stakes and 31 trimmed.

The largest buyer was Granahan Investment Management, adding an estimated $8.13M. The largest seller was Northpointe Capital, exiting entirely with an estimated $9.46M sold.

  • 132 institutional investors held Customers Bancorp (CUBI) as of Q3 2015, up from 129 in Q2 2015.
  • Funds reported $553M of Customers Bancorp stock for Q3 2015, up 0.98% quarter-over-quarter.
  • 16 funds opened new Customers Bancorp positions in Q3 2015 and 12 closed out, a net change of +4 holders.
  • The largest Customers Bancorp buyer in Q3 2015 was Granahan Investment Management, an estimated $8.13M added.
  • The largest Customers Bancorp seller in Q3 2015 was Northpointe Capital, an estimated $9.46M sold.

Based on aggregated 13F filings for Q3 2015.