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Customers Bancorp

240 hedge funds and large institutions have $1.32B invested in Customers Bancorp in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 66

7% more funds holding

Funds holding: 224240 (+16)

0.22% less ownership

Funds ownership: 90.12%89.9% (-0.22%)

3% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$44.1M)

64% less call options, than puts

Call options by funds: $3.72M | Put options by funds: $10.5M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
39
Increased
87
Reduced
66
Closed
21
Calls
$3.72M
Puts
$10.5M
Net Calls
-$6.74M
Net Calls Change
-$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
176
Axa
France
$218K +$245K +4,701 New
Pictet Asset Management
177
Pictet Asset Management
Switzerland
$216K +$242K +4,642 New
DS
178
DRW Securities
Illinois
$209K +$234K +4,500 New
MOACM
179
Mutual of America Capital Management
New York
$206K -$13K -249 -5%
Osaic Holdings
180
Osaic Holdings
Arizona
$193K +$9.73K +187 +5%
TRCT
181
Tower Research Capital (TRC)
New York
$162K -$710K -13,648 -80%
Royal Bank of Canada
182
Royal Bank of Canada
Ontario, Canada
$156K -$20.7K -397 -11%
VI
183
Vestcor Inc
New Brunswick, Canada
$155K
AIP
184
Ameritas Investment Partners
Nebraska
$132K
ITFISA
185
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$116K +$130K +2,500 New
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$102K +$14.3K +274 +14%
PD
187
Point72 (DIFC)
United Arab Emirates
$84.3K +$94.5K +1,815 New
A
188
AlphaQuest
New York
$75.9K +$50.1K +962 +143%
GI
189
GAMMA Investing
California
$73.4K +$14.7K +282 +22%
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$53K
RI
191
Ridgewood Investments
New Jersey
$46.5K
Fifth Third Bancorp
192
Fifth Third Bancorp
Ohio
$42.2K +$625 +12 +1%
US Bancorp
193
US Bancorp
Minnesota
$42.1K -$328K -6,303 -87%
KBC Group
194
KBC Group
Belgium
$38K
FCA
195
FinTrust Capital Advisors
South Carolina
$37.9K
CAS
196
Coppell Advisory Solutions
Texas
$35.2K
BCM
197
Basswood Capital Management
New York
$26.1K +$29.2K +561 New
FFA
198
Farther Finance Advisors
California
$23.7K +$260 +5 +1%
PMAM
199
Picton Mahoney Asset Management
Ontario, Canada
$19K +$15.2K +292 +281%
SAM
200
Smartleaf Asset Management
Massachusetts
$17.6K -$3.38K -65 -14%

CUBI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2024, worth a combined $1.32B — down 3.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CUBI positions and 21 closed out — a net gain of 18 holders — while 87 added to existing stakes and 66 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $26.1M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $25.2M.

  • 240 institutional investors held Customers Bancorp (CUBI) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.32B of Customers Bancorp stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 39 funds opened new Customers Bancorp positions in Q3 2024 and 21 closed out, a net change of +18 holders.
  • The largest Customers Bancorp buyer in Q3 2024 was Hood River Capital Management, an estimated $26.1M added.
  • The largest Customers Bancorp seller in Q3 2024 was Philadelphia Financial Management of San Francisco, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.