CUBI icon

Customers Bancorp
CUBI

Overview Fund Activity

224 hedge funds and large institutions have $1.36B invested in Customers Bancorp in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-16
Holders Change %
-6.67%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
90
Reduced
68
Closed
41
Calls
$2.31M
Puts
$4.21M
Net Calls
-$1.9M
Net Calls Change
+$3.98M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$155M
2
HRCM
Hood River Capital Management
Florida
$26.3M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$23.6M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$12.2M
5
PCM
Peregrine Capital Management
Minnesota
$7.69M

Top Sellers

1
IECM
Intrinsic Edge Capital Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
EAM
Eagle Asset Management
Florida
$0
5
DCM
Driehaus Capital Management
Illinois
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$559K +$68.9K +1,435 +14%
YCM
127
Yousif Capital Management
Michigan
$548K -$64.5K -1,345 -11%
SA
128
SRN Advisors
Pennsylvania
$543K -$844K -17,594 -61%
Truist Financial
129
Truist Financial
North Carolina
$539K – – –
SCA
130
Sippican Capital Advisors
Massachusetts
$531K +$531K +11,069 New
N
131
Numerai
California
$515K -$313K -6,516 -38%
EGM
132
Engineers Gate Manager
New York
$479K -$842K -17,547 -64%
MSRPS
133
Maryland State Retirement & Pension System
Maryland
$477K -$12.7K -264 -3%
FWSM
134
First Wilshire Securities Management
California
$475K – – –
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$473K – – –
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$454K +$71.7K +1,495 +19%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$429K +$138K +2,862 +47%
AB
138
Amalgamated Bank
New York
$416K -$1.25K -26 -0.3%
ASRS
139
Arizona State Retirement System
Arizona
$402K +$8.21K +171 +2%
SA
140
Sanctuary Advisors
Indiana
$391K +$391K +8,346 New
LPL Financial
141
LPL Financial
California
$390K -$116K -2,427 -23%
State Board of Administration of Florida Retirement System
142
State Board of Administration of Florida Retirement System
Florida
$370K +$370K +7,721 New
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$370K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$355K -$25.1K -523 -7%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$354K – – –
II
146
Inspire Investing
Idaho
$350K +$26.7K +557 +8%
Connor, Clark & Lunn Investment Management (CC&L)
147
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$347K +$347K +7,226 New
US Bancorp
148
US Bancorp
Minnesota
$346K -$131K -2,737 -28%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$343K – – –
PWS
150
Precision Wealth Strategies
Missouri
$339K +$339K +7,065 New
4 5
6
7 8