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Customers Bancorp
CUBI

Overview Fund Activity

206 hedge funds and large institutions have $810M invested in Customers Bancorp in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
-6
Holders Change %
-2.83%
% of All Funds
3.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
76
Reduced
71
Closed
33
Calls
$1.23M
Puts
$1.22M
Net Calls
+$8K
Net Calls Change
+$7.43M

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$21.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$7.98M
3
Goldman Sachs
Goldman Sachs
New York
$9.71M
4
Ameriprise
Ameriprise
Minnesota
$9.12M
5
Marshall Wace
Marshall Wace
United Kingdom
$3.87M

Top Sellers

1
PCM
Portolan Capital Management
Massachusetts
$0
2
BCM
Basswood Capital Management
New York
$21.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
4
State Street
State Street
Massachusetts
$47.3M
5
JAM
Jacobs Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$38K +$650 +22 +2%
US Bancorp
177
US Bancorp
Minnesota
$29K – – –
CG
178
Cutler Group
California
$26K -$2.89K -100 -10%
FCA
179
FinTrust Capital Advisors
South Carolina
$26K +$1.29K +38 +5%
IA
180
IFP Advisors
Florida
$18K – – –
AssetMark Inc
181
AssetMark Inc
California
$16K +$233 +8 +1%
Royal Bank of Canada
182
Royal Bank of Canada
Ontario, Canada
$12K +$6.77K +233 +129%
TWA
183
TCI Wealth Advisors
Arizona
$11K +$30 +1 +0.3%
QCG
184
Quadrant Capital Group
Ohio
$8K – – –
FGAM
185
Financial Gravity Asset Management
Texas
$7.18K -$2.08K -168 -22%
VCM
186
Versant Capital Management
Arizona
$6K -$332 -11 -5%
MAM
187
Meeder Asset Management
Ohio
$5K -$734 -26 -13%
PFBT
188
Parkside Financial Bank & Trust
Missouri
$5K – – –
C
189
Covestor
United Kingdom
$4K +$4K +129 New
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$3K -$5.76K -169 -66%
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$3K -$882 -25 -23%
HBW
192
Hazlett, Burt & Watson
West Virginia
$3K – – –
EWA
193
EverSource Wealth Advisors
Alabama
$2K -$6.12K -208 -75%
S
194
SignatureFD
Georgia
$2K – – –
CA
195
Crewe Advisors
Utah
$2K +$2K +79 New
BIM
196
Baldwin Investment Management
Pennsylvania
$1.01K – – –
STCOSD
197
Sageworth Trust Company of South Dakota
South Dakota
$1K -$652 -15 -39%
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$1K +$286 +8 +40%
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +20 New
PCM
200
Portolan Capital Management
Massachusetts
– -$12.8M -376,279 Closed
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8
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