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Customers Bancorp
CUBI

155 hedge funds and large institutions have $471M invested in Customers Bancorp in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

7% more capital invested

Capital invested by funds: $439M → $471M (+$31.8M)

6.37% more ownership

Funds ownership: 76.11% → 82.47% (+6.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 162 → 155 (-7)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
3.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
58
Reduced
46
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$16.9M
2
ACB
Aristotle Capital Boston
Massachusetts
+$6.59M
3
NM
Newtyn Management
New York
+$6.5M
4
LA
Legacy Advisors
Pennsylvania
+$3.77M
5
Renaissance Technologies
Renaissance Technologies
New York
+$3.69M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.3M
2
Millennium Management
Millennium Management
New York
-$3.9M
3
American Century Companies
American Century Companies
Missouri
-$3.3M
4
BlackRock
BlackRock
New York
-$3.19M
5
State Street
State Street
Massachusetts
-$2.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
Ancora Advisors
Ohio
$221K +$241K +12,096 New
Squarepoint
102
Squarepoint
New York
$220K -$966K -48,442 -80%
FCM
103
Flinton Capital Management
Pennsylvania
$217K – – –
OPERF
104
Oregon Public Employees Retirement Fund
Oregon
$207K +$4.07K +204 +2%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$197K +$214K +10,735 New
LSERS
106
Louisiana State Employees Retirement System
Louisiana
$196K -$4.19K -210 -2%
6M
107
6 Meridian
Kansas
$192K +$209K +10,484 New
CGH
108
Crossmark Global Holdings
Texas
$185K -$1.2K -60 -0.6%
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$184K – – –
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$179K – – –
TAM
111
Tyers Asset Management
Texas
$178K – – –
SOADOR
112
State of Alaska Department of Revenue
Alaska
$176K -$1.7K -85 -0.9%
LS
113
Livforsakringsbolaget Skandia
Sweden
$172K – – –
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$170K -$35.9K -1,800 -16%
MSA
115
Mason Street Advisors
Wisconsin
$168K +$2.69K +135 +1%
RCM
116
Riverhead Capital Management
Delaware
$161K – – –
Acadian Asset Management
117
Acadian Asset Management
Massachusetts
$157K +$89K +4,460 +108%
MERSOM
118
Municipal Employees' Retirement System of Michigan
Michigan
$156K +$3.79K +190 +2%
NA
119
Neuburgh Advisers
California
$140K – – –
FGAM
120
Financial Gravity Asset Management
Texas
$125K +$133K +6,657 New
PAM
121
Panagora Asset Management
Massachusetts
$114K +$124K +6,206 New
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$111K +$120K +6,037 +75,463%
ST
123
Sageworth Trust
Pennsylvania
$106K – – –
MCIM
124
Meadow Creek Investment Management
Georgia
$102K – – –
MOACM
125
Mutual of America Capital Management
New York
$88K +$15.8K +792 +20%
3 4
5
6 7

CUBI Hedge Fund Activity: Q1 2019 in Review

155 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q1 2019, worth a combined $471M — up 7.2% from $439M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CUBI and 16 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 58 added.

The largest buyer was JP Morgan Chase, adding an estimated $16.9M. The largest seller was Goldman Sachs, cutting an estimated $7.3M.

  • 155 institutional investors held Customers Bancorp (CUBI) as of Q1 2019, down from 162 in Q4 2018.
  • Funds reported $471M of Customers Bancorp stock for Q1 2019, up 7.2% quarter-over-quarter.
  • 16 funds opened new Customers Bancorp positions in Q1 2019 and 22 closed out, a net change of -6 holders.
  • The largest Customers Bancorp buyer in Q1 2019 was JP Morgan Chase, an estimated $16.9M added.
  • The largest Customers Bancorp seller in Q1 2019 was Goldman Sachs, an estimated $7.3M sold.

Based on aggregated 13F filings for Q1 2019.