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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
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$687K +$163K +3,140 +27%
LSERS
127
Louisiana State Employees Retirement System
Louisiana
$664K
Wells Fargo
128
Wells Fargo
California
$633K +$7.08K +136 +1%
HF
129
HRT Financial
New York
$621K -$78K -1,499 -10%
LFAS
130
Level Four Advisory Services
Texas
$586K +$156 +3 +0%
SFM
131
Systematic Financial Management
New Jersey
$574K +$643K +12,360 New
SA
132
Sanctuary Advisors
Indiana
$528K +$55.5K +1,066 +13%
YCM
133
Yousif Capital Management
Michigan
$526K -$5.21K -100 -0.9%
SCM
134
Sterling Capital Management
North Carolina
$523K +$586K +11,259 New
ECM
135
Everence Capital Management
Indiana
$495K
QC
136
Quadrature Capital
United Kingdom
$493K -$605K -11,630 -52%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$479K -$831K -15,974 -61%
CIC
138
Cornercap Investment Counsel
Georgia
$477K -$588K -11,302 -52%
MSRPS
139
Maryland State Retirement & Pension System
Maryland
$461K
FWSM
140
First Wilshire Securities Management
California
$460K
TRSOTSOK
141
Teachers Retirement System of the State of Kentucky
Kentucky
$458K
BHCM
142
Brevan Howard Capital Management
Jersey
$455K +$510K +9,793 New
Lazard Asset Management
143
Lazard Asset Management
New York
$453K +$144K +2,762 +39%
CSS
144
Cubist Systematic Strategies
Connecticut
$444K +$498K +9,564 New
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$438K -$1.41K -27 -0.3%
II
146
Inspire Investing
Idaho
$415K +$84.6K +1,626 +22%
TCM
147
Teza Capital Management
Illinois
$413K -$158K -3,038 -25%
Two Sigma Advisers
148
Two Sigma Advisers
New York
$404K +$208K +4,000 +85%
AB
149
Amalgamated Bank
New York
$403K
ASRS
150
Arizona State Retirement System
Arizona
$402K +$14.9K +286 +3%

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.