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Customers Bancorp

182 hedge funds and large institutions have $883M invested in Customers Bancorp in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $765M → $883M (+$118M)

10% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 60

2% more funds holding

Funds holding: 179182 (+3)

0.18% less ownership

Funds ownership: 88.29%88.1% (-0.18%)

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
4.54%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
25
Increased
66
Reduced
60
Closed
19
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
-$970K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
151
Riverhead Capital Management
Delaware
$120K +$16.9K +587 +19%
TRCT
152
Tower Research Capital (TRC)
New York
$113K +$100K +3,474 New
LIA
153
LS Investment Advisors
Michigan
$111K +$20.9K +726 +27%
EWM
154
Evercore Wealth Management
New York
$108K
US Bancorp
155
US Bancorp
Minnesota
$107K -$30.2K -1,046 -24%
NA
156
Neuburgh Advisers
California
$103K +$15.9K +550 +21%
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$81K +$65.4K +2,268 +1,090%
MCIM
158
Meadow Creek Investment Management
Georgia
$75K +$11.5K +400 +21%
AIP
159
Ameritas Investment Partners
Nebraska
$64K
AG
160
Advisor Group
Arizona
$49K +$144 +5 +0.3%
LTFS
161
Ladenburg Thalmann Financial Services
Florida
$49K +$43.3K +1,502 New
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$26K
VIA
163
Vantage Investment Advisors
Pennsylvania
$17K
SWA
164
Sutton Wealth Advisors
Florida
$12.3K
RA
165
Royce & Associates
New York
$10K +$8.97K +311 New
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$9K -$500K -17,341 -98%
FHA
167
First Horizon Advisors
Tennessee
$8K
CG
168
Cutler Group
California
$6K -$5.77K -200 -50%
HNB
169
Huntington National Bank
Ohio
$6K -$260 -9 -4%
WT
170
Whittier Trust
California
$6K +$5.25K +182 New
DA
171
Denali Advisors
California
$4K +$1.3K +45 +52%
BTIS
172
BB&T Investment Services
North Carolina
$4K +$3.55K +123 New
Federated Hermes
173
Federated Hermes
Pennsylvania
$4K +$3.72K +129 New
GT
174
Glenmede Trust
Pennsylvania
$3K
HR
175
Howe & Rusling
New York
$3K

CUBI Hedge Fund Activity: Q3 2017 in Review

182 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2017, worth a combined $883M — up 15% from $765M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CUBI positions and 19 closed out — a net gain of 6 holders — while 66 added to existing stakes and 60 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $5.34M. The largest seller was State Street, cutting an estimated $5.39M.

  • 182 institutional investors held Customers Bancorp (CUBI) as of Q3 2017, up from 179 in Q2 2017.
  • Funds reported $883M of Customers Bancorp stock for Q3 2017, up 15% quarter-over-quarter.
  • 25 funds opened new Customers Bancorp positions in Q3 2017 and 19 closed out, a net change of +6 holders.
  • The largest Customers Bancorp buyer in Q3 2017 was Teachers Advisors, an estimated $5.34M added.
  • The largest Customers Bancorp seller in Q3 2017 was State Street, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2017.