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Customers Bancorp
CUBI

Overview Fund Activity

174 hedge funds and large institutions have $925M invested in Customers Bancorp in 2016 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
+19
Holders Change %
+12.26%
% of All Funds
4.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.18%
New
37
Increased
73
Reduced
47
Closed
16
Calls
$2.24M
Puts
$1.01M
Net Calls
+$1.23M
Net Calls Change
+$1.23M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$30.8M
2
O
OppenheimerFunds
New York
$14.9M
3
GIM
Granahan Investment Management
Massachusetts
$36.2M
4
BFA
BlackRock Fund Advisors
California
$76.4M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$50.6M

Top Sellers

1
BTP
Bloom Tree Partners
New York
$0
2
Boston Partners
Boston Partners
Massachusetts
$23.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.7M
4
WCM
Wedge Capital Management
North Carolina
$0
5
TSW
Thompson Siegel & Walmsley
Virginia
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$70K -$48.5K -1,367 -41%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$53K +$15.2K +426 +40%
WA
153
WFG Advisors
Texas
$39K -$7.8K -220 -17%
LIA
154
LS Investment Advisors
Michigan
$34K – – –
AIM
155
Acrospire Investment Management
Illinois
$33K -$23.5K -666 -42%
VIA
156
Vantage Investment Advisors
Pennsylvania
$18K – – –
QT
157
Quantbot Technologies
New York
$18K +$18K +517 New
HNB
158
Huntington National Bank
Ohio
$17K +$17K +488 New
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$15K – – –
SWA
160
Sutton Wealth Advisors
Florida
$13.5K – – –
AG
161
Advisor Group
Arizona
$11K – – –
MAM
162
Meeder Asset Management
Ohio
$8K +$8K +214 New
TWI
163
Thomas White International
Illinois
$7K – – –
BIG
164
Bellwether Investment Group
Tennessee
$7K +$7K +200 New
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$7K +$7K +209 New
VCM
166
Versant Capital Management
Arizona
$5K +$5K +148 New
MA
167
MUFG Americas
New York
$4K -$4.19K -111 -51%
DVM
168
Dreman Value Management
Florida
$3K – – –
OFW
169
Omnia Family Wealth
Florida
$3K +$3K +80 New
TCM
170
Tradewinds Capital Management
Washington
$2K +$2K +50 New
PFBT
171
Parkside Financial Bank & Trust
Missouri
$1K +$1K +19 New
MIM
172
Macroview Investment Management
Maryland
$1K +$1K +30 New
GWM
173
Geneos Wealth Management
Colorado
$1K +$1K +31 New
LS
174
Livforsakringsbolaget Skandia
Sweden
$358 – – –
BTP
175
Bloom Tree Partners
New York
– -$7.55M -300,000 Closed
4 5 6
7
8