We are live on ! Find out more
CUBI icon

Customers Bancorp

238 hedge funds and large institutions have $1.35B invested in Customers Bancorp in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $1.32B → $1.35B (+$28.8M)

1% less funds holding

Funds holding: 240238 (-2)

7% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $5.59M

1.23% less ownership

Funds ownership: 89.9%88.67% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
238
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.13%
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
71
Reduced
86
Closed
38
Calls
$5.22M
Puts
$5.59M
Net Calls
-$371K
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$119K +$11.9K +237 +11%
Osaic Holdings
177
Osaic Holdings
Arizona
$87.7K -$118K -2,352 -57%
SAM
178
Smartleaf Asset Management
Massachusetts
$79.7K +$63.1K +1,255 +323%
KBC Group
179
KBC Group
Belgium
$73K +$34K +677 +83%
GI
180
GAMMA Investing
California
$72.2K -$4.83K -96 -6%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$56K
RI
182
Ridgewood Investments
New Jersey
$48.7K
SCM
183
Sterling Capital Management
North Carolina
$46.1K -$518K -10,311 -92%
PAS
184
Point72 Asia (Singapore)
Singapore
$45.8K +$47.3K +941 New
US Bancorp
185
US Bancorp
Minnesota
$44.2K
RS
186
R Squared
Hong Kong
$42.4K +$43.7K +870 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$37.9K -$6.54K -130 -14%
CAS
188
Coppell Advisory Solutions
Texas
$37.7K
CIAM
189
Caitong International Asset Management
Hong Kong
$28.3K +$29.3K +582 New
PMAM
190
Picton Mahoney Asset Management
Ontario, Canada
$28K +$9.5K +189 +48%
FFA
191
Farther Finance Advisors
California
$23.9K -$1.01K -20 -4%
KIM
192
Kestra Investment Management
Texas
$23.5K +$24.3K +483 New
Ohio Public Employees Retirement System (OPERS)
193
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.3K -$1.5M -29,751 -98%
AssetMark Inc
194
AssetMark Inc
California
$19.7K +$2.26K +45 +13%
QCG
195
Quadrant Capital Group
Ohio
$15.1K
VCM
196
Versant Capital Management
Arizona
$14.8K
TSMHT
197
Thurston Springer Miller Herd & Titak
Indiana
$12.6K +$10.7K +212 +451%
AF
198
Allworth Financial
California
$11.6K -$2.01K -40 -15%
Group One Trading
199
Group One Trading
Illinois
$11.3K +$11.7K +232 New
LI
200
LRI Investments
Florida
$11.2K

CUBI Hedge Fund Activity: Q4 2024 in Review

238 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2024, worth a combined $1.35B — up 2.2% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CUBI positions and 38 closed out — a net gain of 3 holders — while 71 added to existing stakes and 86 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $21.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $14.2M sold.

  • 238 institutional investors held Customers Bancorp (CUBI) as of Q4 2024, down from 240 in Q3 2024.
  • Funds reported $1.35B of Customers Bancorp stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 41 funds opened new Customers Bancorp positions in Q4 2024 and 38 closed out, a net change of +3 holders.
  • The largest Customers Bancorp buyer in Q4 2024 was Hood River Capital Management, an estimated $21.2M added.
  • The largest Customers Bancorp seller in Q4 2024 was Arrowstreet Capital, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2024.