Customers Bancorp
CUBI
138 hedge funds and large institutions have $563M invested in Customers Bancorp in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
20% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 44
5% more funds holding
Funds holding: 132 → 138 (+6)
2% more capital invested
Capital invested by funds: $553M → $563M (+$10.1M)
2.8% less ownership
Funds ownership: 80.58% → 77.78% (-2.8%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.53M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.79M |
| 3 |
Millennium Management
New York
|
+$3.77M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.19M |
| 5 |
Renaissance Technologies
New York
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$22.2M |
| 2 |
BTP
Bloom Tree Partners
New York
|
-$8.12M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$5.58M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.03M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$3.4M |
CUBI Hedge Fund Activity: Q4 2015 in Review
138 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2015, worth a combined $563M — up 1.8% from $553M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CUBI positions and 12 closed out — a net gain of 7 holders — while 53 added to existing stakes and 44 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.53M. The largest seller was State Street, cutting an estimated $22.2M.
- 138 institutional investors held Customers Bancorp (CUBI) as of Q4 2015, up from 132 in Q3 2015.
- Funds reported $563M of Customers Bancorp stock for Q4 2015, up 1.8% quarter-over-quarter.
- 19 funds opened new Customers Bancorp positions in Q4 2015 and 12 closed out, a net change of +7 holders.
- The largest Customers Bancorp buyer in Q4 2015 was Wells Fargo, an estimated $7.53M added.
- The largest Customers Bancorp seller in Q4 2015 was State Street, an estimated $22.2M sold.
Based on aggregated 13F filings for Q4 2015.