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Customers Bancorp
CUBI

Overview Fund Activity

190 hedge funds and large institutions have $778M invested in Customers Bancorp in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+17
Holders Change %
+9.83%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
57
Reduced
67
Closed
24
Calls
$8.56M
Puts
$7.72M
Net Calls
+$846K
Net Calls Change
+$473K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$50.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.6M
3
GLA
3
Great Lakes Advisors
Illinois
$8.1M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$7.57M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.46M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$363
2
NM
2
Newtyn Management
New York
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.41M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.1M
5
BlackRock
5
BlackRock
New York
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
176
ClariVest Asset Management
California
$3K -$890K -24,621 -100%
HBW
177
Hazlett, Burt & Watson
West Virginia
$3K – – –
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$2.57K – – –
S
179
SignatureFD
Georgia
$2.27K – – –
SWM
180
Spire Wealth Management
Virginia
$2.27K – – –
GWS
181
Glassman Wealth Services
Virginia
$1.97K +$1.97K +65 New
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$1.45K +$1.45K +48 New
FFA
183
Farther Finance Advisors
California
$1.33K +$363 +12 +38%
Bessemer Group
184
Bessemer Group
New Jersey
$1K +$1K +46 New
CWC
185
Carolinas Wealth Consulting
North Carolina
$653 +$653 +22 New
FMII
186
Farmers & Merchants Investments Inc
Nebraska
$605 – – –
FGAM
187
Financial Gravity Asset Management
Texas
$596 +$219 +11 +58%
Federated Hermes
188
Federated Hermes
Pennsylvania
$363 -$20.3M -670,843 -100%
MHR
189
Matthew Hamilton Rosenberg
$151 +$151 +5 New
NM
190
Newtyn Management
New York
– -$11.6M -625,000 Closed
BCM
191
Basswood Capital Management
New York
– -$4.19M -226,256 Closed
First Trust Advisors
192
First Trust Advisors
Illinois
– -$2.58M -139,121 Closed
JF
193
Jump Financial
Illinois
– -$1.54M -83,207 Closed
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
– -$1.41M -76,104 Closed
GCP
195
GSA Capital Partners
United Kingdom
– -$1.33M -71,668 Closed
Squarepoint
196
Squarepoint
New York
– -$903K -48,775 Closed
KOCAA
197
Knights of Columbus Asset Advisors
Connecticut
– -$714K -38,554 Closed
TD Asset Management
198
TD Asset Management
Ontario, Canada
– -$700K -37,800 Closed
Two Sigma Investments
199
Two Sigma Investments
New York
– -$537K -29,019 Closed
Walleye Capital
200
Walleye Capital
New York
– -$439K -23,685 Closed
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