Customers Bancorp
CUBI
149 hedge funds and large institutions have $430M invested in Customers Bancorp in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 53 reducing their positions, and 13 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
61% more capital invested
Capital invested by funds: $267M → $430M (+$163M)
7% more funds holding
Funds holding: 139 → 149 (+10)
0.93% less ownership
Funds ownership: 75.67% → 74.73% (-0.93%)
13% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.35M |
| 2 |
BlackRock
New York
|
+$2.12M |
| 3 |
BIM
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
+$915K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$771K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
-$3.41M |
| 2 |
NM
Newtyn Management
New York
|
-$2.96M |
| 3 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$1.71M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$1.4M |
| 5 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AL
151
AJO LP
Philadelphia,
Pennsylvania
| – | -$1.26M | -112,423 | Closed |
|
|
HF
152
HRT Financial
New York
| – | -$134K | -11,968 | Closed |
|
153
Envestnet Asset Management
Chicago,
Illinois
| – | -$122K | -10,904 | Closed |
|
|
DTL
154
Dynamic Technology Lab
Singapore
| – | -$118K | -10,523 | Closed |
|
155
Renaissance Technologies
New York
| – | -$112K | -10,020 | Closed |
|
|
EMFAT
156
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| – | -$13K | -1,187 | Closed |
|
|
EA
157
Emerald Advisers
Leola,
Pennsylvania
| – | -$8K | -677 | Closed |
|
|
GT
158
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$7K | -631 | Closed |
|
|
ASN
159
Advisory Services Network
Atlanta,
Georgia
| – | -$2.98K | -188 | Closed |
|
|
IA
160
IFP Advisors
Tampa,
Florida
| – | -$1.59K | -100 | Closed |
|
|
PCM
161
Prelude Capital Management
New York
| – | -$1K | -100 | Closed |
|
CUBI Hedge Fund Activity: Q4 2020 in Review
149 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2020, worth a combined $430M — up 61% from $267M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CUBI positions and 13 closed out — a net gain of 10 holders — while 46 added to existing stakes and 53 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.35M. The largest seller was BHZ Capital Management, cutting an estimated $3.41M.
- 149 institutional investors held Customers Bancorp (CUBI) as of Q4 2020, up from 139 in Q3 2020.
- Funds reported $430M of Customers Bancorp stock for Q4 2020, up 61% quarter-over-quarter.
- 23 funds opened new Customers Bancorp positions in Q4 2020 and 13 closed out, a net change of +10 holders.
- The largest Customers Bancorp buyer in Q4 2020 was Vanguard Group, an estimated $3.35M added.
- The largest Customers Bancorp seller in Q4 2020 was BHZ Capital Management, an estimated $3.41M sold.
Based on aggregated 13F filings for Q4 2020.