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Customers Bancorp

173 hedge funds and large institutions have $737M invested in Customers Bancorp in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 53

22% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $1.32M

2.4% more ownership

Funds ownership: 80.06%82.46% (+2.4%)

0% more capital invested

Capital invested by funds: $734M → $737M (+$3.42M)

0% more funds holding

Funds holding: 173173 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
173
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
14
Increased
75
Reduced
53
Closed
14
Calls
$1.61M
Puts
$1.32M
Net Calls
+$290K
Net Calls Change
+$860K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$24K
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$23K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$22K
Loomis, Sayles & Company
154
Loomis, Sayles & Company
Massachusetts
$19K +$10.2K +341 +110%
RA
155
Royce & Associates
New York
$18K +$8.1K +271 +78%
GT
156
Glenmede Trust
Pennsylvania
$18K +$16.3K +545 +519%
VIA
157
Vantage Investment Advisors
Pennsylvania
$15K
CF
158
Centaurus Financial
California
$14K +$14.9K +500 New
CG
159
Cutler Group
California
$11K -$371K -12,423 -97%
X
160
Xponance
Pennsylvania
$11K
SWA
161
Sutton Wealth Advisors
Florida
$10.7K
VCM
162
Versant Capital Management
Arizona
$6K +$2.87K +96 +72%
RCAG
163
Rehmann Capital Advisory Group
Michigan
$4.06K
Federated Hermes
164
Federated Hermes
Pennsylvania
$4K +$568 +19 +14%
IA
165
IFP Advisors
Florida
$3K +$2.99K +100 New
OFW
166
Omnia Family Wealth
Florida
$2K
JA
167
JOYN Advisors
Georgia
$2K +$1.49K +50 +833%
ML
168
McAdam LLC
Pennsylvania
$1K
PFBT
169
Parkside Financial Bank & Trust
Missouri
$1K
QCG
170
Quadrant Capital Group
Ohio
$1K
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$1K +$597 +20 New
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$426
PCM
173
Piermont Capital Management
Missouri
-$1.63M -55,960 Closed
PG
174
PEAK6 Group
Illinois
-$689K -23,626 Closed
SCM
175
Stevens Capital Management
Pennsylvania
-$638K -21,877 Closed

CUBI Hedge Fund Activity: Q2 2018 in Review

173 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2018, worth a combined $737M — up 0.47% from $734M a quarter earlier.

Fund positioning in CUBI was balanced in Q2 2018: 14 funds opened new positions, 14 closed out, 75 added to existing stakes and 53 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $14.2M. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $7.33M.

  • 173 institutional investors held Customers Bancorp (CUBI) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $737M of Customers Bancorp stock for Q2 2018, up 0.47% quarter-over-quarter.
  • 14 funds opened new Customers Bancorp positions in Q2 2018 and 14 closed out, a net change of 0 holders.
  • The largest Customers Bancorp buyer in Q2 2018 was Hood River Capital Management, an estimated $14.2M added.
  • The largest Customers Bancorp seller in Q2 2018 was Thompson Siegel & Walmsley, an estimated $7.33M sold.

Based on aggregated 13F filings for Q2 2018.