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Customers Bancorp
CUBI

Overview Fund Activity

171 hedge funds and large institutions have $863M invested in Customers Bancorp in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 50 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-3
Holders Change %
-1.72%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.12%
New
25
Increased
71
Reduced
50
Closed
23
Calls
$1.89M
Puts
$604K
Net Calls
+$1.29M
Net Calls Change
+$59K

Top Buyers

1
BlackRock
BlackRock
New York
$110M
2
Victory Capital Management
Victory Capital Management
Texas
$37.1M
3
State Street
State Street
Massachusetts
$32.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$52.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$20.6M

Top Sellers

1
GIM
Granahan Investment Management
Massachusetts
$9.64M
2
WA
Wasatch Advisors
Utah
$16M
3
RCAMU
Rothschild & Co Asset Management US
Connecticut
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$13.2M
5
ACB
Aristotle Capital Boston
Massachusetts
$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
151
Neuburgh Advisers
California
$30K +$30K +946 New
WA
152
WFG Advisors
Texas
$25K -$9.38K -300 -27%
MCIM
153
Meadow Creek Investment Management
Georgia
$22K +$22K +688 New
VIA
154
Vantage Investment Advisors
Pennsylvania
$16K – – –
AIM
155
Acrospire Investment Management
Illinois
$14K -$16.1K -499 -53%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$13K – – –
SWA
157
Sutton Wealth Advisors
Florida
$11.9K – – –
AG
158
Advisor Group
Arizona
$10K – – –
DADC
159
D.A. Davidson & Co
Montana
$9K +$9K +290 New
HNB
160
Huntington National Bank
Ohio
$6K -$8.21K -282 -58%
Envestnet Asset Management
161
Envestnet Asset Management
Illinois
$6K -$1.17K -34 -16%
BIG
162
Bellwether Investment Group
Tennessee
$6K – – –
TWI
163
Thomas White International
Illinois
$6K – – –
FMA
164
FNY Managed Accounts
New York
$5K +$5K +174 New
FHA
165
First Horizon Advisors
Tennessee
$5K +$5K +176 New
VCM
166
Versant Capital Management
Arizona
$3K -$929 -35 -24%
OFW
167
Omnia Family Wealth
Florida
$3K – – –
MA
168
MUFG Americas
New York
$3K – – –
GT
169
Glenmede Trust
Pennsylvania
$3K +$3K +105 New
SM
170
Sciencast Management
New Jersey
$255 +$255 +8,100 New
RCAMU
171
Rothschild & Co Asset Management US
Connecticut
– -$3.58M -99,890 Closed
CPIM
172
Columbia Partners Investment Management
Virginia
– -$2.2M -61,362 Closed
PCM
173
Piermont Capital Management
Missouri
– -$2.17M -60,584 Closed
BPM
174
Bowling Portfolio Management
Ohio
– -$734K -20,479 Closed
DIA
175
Denver Investment Advisors
Colorado
– -$698K -19,490 Closed
4 5 6
7
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