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Customers Bancorp
CUBI

Overview Fund Activity

255 hedge funds and large institutions have $1.59B invested in Customers Bancorp in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 61 increasing their positions, 94 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+46
Holders Change %
+22.01%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
66
Increased
61
Reduced
94
Closed
18
Calls
$6.82M
Puts
$5.66M
Net Calls
+$1.16M
Net Calls Change
-$2.23M

Top Buyers

1
DCM
Driehaus Capital Management
Illinois
$39.5M
2
Morgan Stanley
Morgan Stanley
New York
$70.2M
3
HRCM
Hood River Capital Management
Florida
$16.6M
4
Invesco
Invesco
Georgia
$19.6M
5
BlackRock
BlackRock
New York
$263M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$98.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.6M
3
IECM
Intrinsic Edge Capital Management
Illinois
$0
4
State Street
State Street
Massachusetts
$85.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$812K -$11.5K -200 -1%
Canada Pension Plan Investment Board
127
Canada Pension Plan Investment Board
Ontario, Canada
$806K +$806K +13,989 New
B
128
Bailard
California
$801K +$801K +13,900 New
Lazard Asset Management
129
Lazard Asset Management
New York
$765K -$556K -9,670 -42%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$760K -$75.9K -1,317 -9%
Mirae Asset Global Investments
131
Mirae Asset Global Investments
South Korea
$753K – – –
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$745K -$199K -3,452 -21%
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$723K +$43.3K +752 +6%
SAM
134
Shell Asset Management
Netherlands
$701K -$210K -3,650 -23%
AIA
135
Affinity Investment Advisors
California
$658K -$475K -8,240 -42%
US Bancorp
136
US Bancorp
Minnesota
$647K +$591K +10,265 +1,064%
Truist Financial
137
Truist Financial
North Carolina
$643K -$20.8K -361 -3%
FHB
138
First Hawaiian Bank
Hawaii
$641K -$105K -1,830 -14%
AB
139
Amalgamated Bank
New York
$623K -$18.6K -323 -3%
VCM
140
Virtue Capital Management
Tennessee
$621K +$621K +12,075 New
ACM
141
Aquatic Capital Management
Illinois
$617K +$381K +6,600 +161%
ECM
142
Everence Capital Management
Indiana
$614K – – –
QC
143
Quadrature Capital
United Kingdom
$605K -$242K -4,199 -29%
MSRPS
144
Maryland State Retirement & Pension System
Maryland
$598K – – –
BCM
145
Bayesian Capital Management
New York
$584K +$584K +10,131 New
FWSM
146
First Wilshire Securities Management
California
$570K – – –
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$569K – – –
ECM
148
ExodusPoint Capital Management
New York
$566K +$566K +9,827 New
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$551K +$247K +4,290 +81%
Envestnet Asset Management
150
Envestnet Asset Management
Illinois
$549K +$30.9K +536 +6%
4 5
6
7 8