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Customers Bancorp
CUBI

Overview Fund Activity

209 hedge funds and large institutions have $704M invested in Customers Bancorp in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+3
Holders Change %
+1.46%
% of All Funds
3.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
80
Reduced
78
Closed
19
Calls
$2.32M
Puts
$159K
Net Calls
+$2.16M
Net Calls Change
+$2.15M

Top Buyers

1
Millennium Management
Millennium Management
New York
$10.8M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.44M
3
FP
Foundry Partners
Minnesota
$2.74M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.36M
5
PFC
Phocas Financial Corp
California
$5.56M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$4.33M
2
BCM
Basswood Capital Management
New York
$14.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$14.7M
4
Invesco
Invesco
Georgia
$3.05M
5
HRCM
Hood River Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$28K -$167K -5,780 -86%
US Bancorp
177
US Bancorp
Minnesota
$27.9K – – –
FCA
178
FinTrust Capital Advisors
South Carolina
$21.8K – – –
IA
179
IFP Advisors
Florida
$17K -$1.98K -7 -10%
AssetMark Inc
180
AssetMark Inc
California
$15.6K +$28 +1 +0.2%
RTC
181
Riverview Trust Company
Washington
$13K +$13K +468 New
BAM
182
Belpointe Asset Management
Nevada
$9.21K +$9.21K +325 New
QCG
183
Quadrant Capital Group
Ohio
$8.3K +$453 +16 +6%
TWA
184
TCI Wealth Advisors
Arizona
$7.88K -$2.55K -90 -24%
BTI
185
Blue Trust Inc
Georgia
$7K +$7K +235 New
SPIA
186
Steward Partners Investment Advisory
New York
$5.67K -$70.9K -2,500 -93%
VCM
187
Versant Capital Management
Arizona
$5.64K – – –
MAM
188
Meeder Asset Management
Ohio
$5.13K +$113 +4 +2%
PFBT
189
Parkside Financial Bank & Trust
Missouri
$4.36K – – –
C
190
Covestor
United Kingdom
$4K +$490 +18 +14%
HBW
191
Hazlett, Burt & Watson
West Virginia
$3K – – –
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$2.41K – – –
S
193
SignatureFD
Georgia
$2.13K – – –
FGAM
194
Financial Gravity Asset Management
Texas
$2.01K -$39.7K -552 -95%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$2K -$173 -7 -8%
EWA
196
EverSource Wealth Advisors
Alabama
$1.45K -$482 -17 -25%
BIA
197
Bell Investment Advisors
California
$1.16K +$1.16K +41 New
STCOSD
198
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
FFA
199
Farther Finance Advisors
California
$907 +$907 +32 New
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$623 -$35.8K -1,265 -98%
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