CUBI icon

Customers Bancorp
CUBI

Overview Fund Activity

221 hedge funds and large institutions have $1.81B invested in Customers Bancorp in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+14
Holders Change %
+6.76%
% of All Funds
3.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
38
Increased
60
Reduced
97
Closed
22
Calls
$8.79M
Puts
$1.4M
Net Calls
+$7.39M
Net Calls Change
+$4.01M

Top Buyers

1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$116M
2
DCM
Driehaus Capital Management
Illinois
$45.4M
3
Victory Capital Management
Victory Capital Management
Texas
$37.3M
4
PCM
Portolan Capital Management
Massachusetts
$41.5M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$34M

Top Sellers

1
BCM
Basswood Capital Management
New York
$14.8M
2
ACB
Aristotle Capital Boston
Massachusetts
$45.8M
3
Wells Fargo
Wells Fargo
California
$4.72M
4
AFG
American Financial Group
Ohio
$0
5
FP
Foundry Partners
Minnesota
$587K
Name Holding Trade Value Shares
Change 		Shares
Change %
PHK
201
Point72 Hong Kong
Hong Kong
$34K +$34K +515 New
VCM
202
Versant Capital Management
Arizona
$33K -$1.1K -17 -3%
TWA
203
TCI Wealth Advisors
Arizona
$30K +$5.75K +89 +24%
QCG
204
Quadrant Capital Group
Ohio
$21K -$397 -6 -2%
FGAM
205
Financial Gravity Asset Management
Texas
$20.9K +$17K +1,428 +437%
AssetMark Inc
206
AssetMark Inc
California
$18K -$1.21K -19 -6%
EWA
207
EverSource Wealth Advisors
Alabama
$18K +$18K +276 New
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$14K +$14K +208 New
PFBT
209
Parkside Financial Bank & Trust
Missouri
$11K – – –
FHA
210
First Horizon Advisors
Tennessee
$11K +$7.25K +120 +194%
STCOSD
211
Sageworth Trust Company of South Dakota
South Dakota
$6K +$6K +88 New
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$6K +$6K +99 New
S
213
SignatureFD
Georgia
$5K – – –
BIM
214
Baldwin Investment Management
Pennsylvania
$2.25K -$196 -3,000 -8%
Simplex Trading
215
Simplex Trading
Illinois
$2K -$600 -12 -23%
VRS
216
Virginia Retirement Systems
Virginia
$1.59K -$588 -9,000 -27%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$1K – – –
CA
218
CoreCap Advisors
Michigan
$1K +$1K +1 New
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$985 -$12 -191 -1%
SWA
220
Sutton Wealth Advisors
Florida
$458 +$458 +7 New
AFG
221
American Financial Group
Ohio
– -$14.3M -333,114 Closed
Hotchkis & Wiley Capital Management
222
Hotchkis & Wiley Capital Management
California
– -$5.12M -118,977 Closed
Citadel Advisors
223
Citadel Advisors
Florida
– -$2.9M -67,344 Closed
Assenagon Asset Management
224
Assenagon Asset Management
Luxembourg
– -$2.15M -50,031 Closed
BCM
225
BHZ Capital Management
California
– -$1.84M -42,817 Closed
6 7 8
9
10