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Customers Bancorp
CUBI

Overview Fund Activity

209 hedge funds and large institutions have $878M invested in Customers Bancorp in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
58
Reduced
80
Closed
19
Calls
$9.11M
Puts
$5.71M
Net Calls
+$3.4M
Net Calls Change
+$2.55M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$73.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$6.25M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$16.3M
5
QC
Quantedge Capital
Singapore
$2.18M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
2
PCM
Portolan Capital Management
Massachusetts
$0
3
TSW
Thompson Siegel & Walmsley
Virginia
$2.31M
4
State Street
State Street
Massachusetts
$55.8M
5
ACB
Aristotle Capital Boston
Massachusetts
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
176
KBC Group
Belgium
$45K -$36.7K -1,055 -45%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$34.1K +$723 +21 +2%
Group One Trading
178
Group One Trading
Illinois
$33.7K +$33.7K +979 New
US Bancorp
179
US Bancorp
Minnesota
$33.2K – – –
BCM
180
BluePath Capital Management
Georgia
$31K +$31K +899 New
FCA
181
FinTrust Capital Advisors
South Carolina
$28.1K +$1.59K +46 +6%
QL
182
Quarry LP
New York
$24.5K -$6.1K -177 -20%
QCG
183
Quadrant Capital Group
Ohio
$10.7K – – –
7CM
184
7G Capital Management
New York
$10.3K – – –
MIM
185
Macroview Investment Management
Maryland
$9.75K -$5.58K -162 -36%
VCM
186
Versant Capital Management
Arizona
$8.61K – – –
FHA
187
First Horizon Advisors
Tennessee
$7.82K -$5.86K -170 -43%
GWS
188
Glassman Wealth Services
Virginia
$7.1K +$4.86K +141 +217%
BTI
189
Blue Trust Inc
Georgia
$7K – – –
SPIA
190
Steward Partners Investment Advisory
New York
$6.89K – – –
PFBT
191
Parkside Financial Bank & Trust
Missouri
$5.44K – – –
AssetMark Inc
192
AssetMark Inc
California
$4.65K – – –
BF
193
BOK Financial
Oklahoma
$3.42K +$3.42K +85 New
HBW
194
Hazlett, Burt & Watson
West Virginia
$3K – – –
CAM
195
ClariVest Asset Management
California
$3K – – –
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$2.93K – – –
S
197
SignatureFD
Georgia
$2.58K – – –
SWM
198
Spire Wealth Management
Virginia
$2.58K – – –
Bessemer Group
199
Bessemer Group
New Jersey
$2K – – –
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$1.65K – – –
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8
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