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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
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$1.13M +$41.5K +798 +4%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$1.12M -$7.96K -153 -0.6%
Victory Capital Management
103
Victory Capital Management
Texas
$1.11M -$1.03M -19,848 -45%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$1.07M +$46.3K +890 +4%
PRCP
105
Pacific Ridge Capital Partners
Oregon
$1.07M -$671K -12,899 -36%
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$1.06M -$229K -4,400 -16%
WG
107
Winton Group
United Kingdom
$1.02M +$72.4K +1,390 +7%
EF
108
Empowered Funds
Pennsylvania
$1.01M +$55.8K +1,072 +5%
EC
109
EJF Capital
Virginia
$934K -$885K -17,000 -46%
ETC
110
Exchange Traded Concepts
Oklahoma
$928K +$1.04M +19,977 New
Connor, Clark & Lunn Investment Management (CC&L)
111
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$927K +$663K +12,739 +176%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$907K +$245K +4,710 +32%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$847K
PH
114
Pinnacle Holdings
Oklahoma
$811K
ACM
115
Aquatic Capital Management
Illinois
$794K +$890K +17,100 New
CF
116
Corebridge Financial
Texas
$789K -$7.13K -137 -0.8%
MIM
117
MetLife Investment Management
New Jersey
$784K
SOADOR
118
State of Alaska Department of Revenue
Alaska
$781K +$5K +96 +0.6%
Mirae Asset Global ETFs Holdings
119
Mirae Asset Global ETFs Holdings
Hong Kong
$752K +$80.7K +1,551 +11%
BMCM
120
Black Maple Capital Management
Wisconsin
$743K +$833K +16,000 New
YIH
121
Y-Intercept (HK)
Hong Kong
$736K +$825K +15,853 New
IMRF
122
Illinois Municipal Retirement Fund
Illinois
$735K +$4.95K +95 +0.6%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$730K +$433K +8,314 +112%
Man Group
124
Man Group
United Kingdom
$724K +$811K +15,584 New
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$693K -$13K -250 -2%

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.