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Customers Bancorp
CUBI

Overview Fund Activity

173 hedge funds and large institutions have $481M invested in Customers Bancorp in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 76 increasing their positions, 56 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
-36
Holders Change %
-17.22%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
76
Reduced
56
Closed
56
Calls
$4.47M
Puts
$4.1M
Net Calls
+$373K
Net Calls Change
-$1.79M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$12.5M
2
NM
Newtyn Management
New York
$11.6M
3
State Street
State Street
Massachusetts
$36.4M
4
PCM
Portolan Capital Management
Massachusetts
$4.87M
5
TI
Tidal Investments
Wisconsin
$10.6M

Top Sellers

1
EA
Emerald Advisers
Pennsylvania
$0
2
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$733K
4
PCM
Peregrine Capital Management
Minnesota
$0
5
KCM
Kornitzer Capital Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RTC
151
Riverview Trust Company
Washington
$8.67K – – –
BTI
152
Blue Trust Inc
Georgia
$7K – – –
7CM
153
7G Capital Management
New York
$5.56K +$5.56K +300 New
QCG
154
Quadrant Capital Group
Ohio
$4.76K -$667 -36 -12%
TWA
155
TCI Wealth Advisors
Arizona
$4.63K -$519 -28 -10%
FGAM
156
Financial Gravity Asset Management
Texas
$4.31K -$2.04K -9 -32%
C
157
Covestor
United Kingdom
$4K +$1.16K +60 +41%
SPIA
158
Steward Partners Investment Advisory
New York
$3.7K – – –
VCM
159
Versant Capital Management
Arizona
$3.69K – – –
PFBT
160
Parkside Financial Bank & Trust
Missouri
$2.85K – – –
CWA
161
Carolina Wealth Advisors
South Carolina
$2.54K -$226K -12,189 -99%
AssetMark Inc
162
AssetMark Inc
California
$2.43K -$7.76K -419 -76%
HBW
163
Hazlett, Burt & Watson
West Virginia
$2K – – –
FIA
164
FNY Investment Advisers
New York
$2K +$2K +125 New
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$1.57K – – –
S
166
SignatureFD
Georgia
$1.39K – – –
SWM
167
Spire Wealth Management
Virginia
$1.39K +$1.39K +75 New
CAL
168
Capital Advisors Ltd
Ohio
$1K +$1K +70 New
FFA
169
Farther Finance Advisors
California
$593 – – –
FMII
170
Farmers & Merchants Investments Inc
Nebraska
$370 – – –
PA
171
Parallel Advisors
California
$222 +$222 +12 New
ECM
172
Everence Capital Management
Indiana
$197 +$197 +10,660 New
EA
173
Emerald Advisers
Pennsylvania
– -$16M -566,076 Closed
EMFAT
174
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$13.9M -489,004 Closed
PCM
175
Peregrine Capital Management
Minnesota
– -$9.09M -320,660 Closed
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7
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