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Customers Bancorp
CUBI

Overview Fund Activity

232 hedge funds and large institutions have $1.48B invested in Customers Bancorp in 2022 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 94 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+11
Holders Change %
+4.98%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
39
Increased
71
Reduced
94
Closed
27
Calls
$8.32M
Puts
$793K
Net Calls
+$7.53M
Net Calls Change
+$134K

Top Buyers

1
State Street
1
State Street
Massachusetts
$119M
2
BCM
2
Basswood Capital Management
New York
$44M
3
Victory Capital Management
3
Victory Capital Management
Texas
$50.3M
4
HRCM
4
Hood River Capital Management
Florida
$16.8M
5
BlackRock
5
BlackRock
New York
$252M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$76.7M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$0
3
DCM
3
Driehaus Capital Management
Illinois
$23.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$18.8M
5
CGM
5
Capital Growth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$51K – – –
FPS
202
Fieldpoint Private Securities
Connecticut
$49K -$2.61K -50 -5%
MAM
203
Meeder Asset Management
Ohio
$39K +$39K +734 New
KPCM
204
Kings Point Capital Management
New York
$33K – – –
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$31.3K – – –
CG
206
Cutler Group
California
$31K +$31K +596 New
FCA
207
FinTrust Capital Advisors
South Carolina
$30K – – –
TWA
208
TCI Wealth Advisors
Arizona
$24K – – –
CMF
209
Counterpoint Mutual Funds
California
$21K +$21K +396 New
Lazard Asset Management
210
Lazard Asset Management
New York
$19K -$16K -314 -46%
IA
211
IFP Advisors
Florida
$18K +$18K +67 New
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$18K +$6.99K +132 +63%
QCG
213
Quadrant Capital Group
Ohio
$15K -$1.51K -29 -9%
AssetMark Inc
214
AssetMark Inc
California
$15K +$158 +3 +1%
EWA
215
EverSource Wealth Advisors
Alabama
$14K – – –
FGAM
216
Financial Gravity Asset Management
Texas
$12K -$6.4K -611 -35%
VCM
217
Versant Capital Management
Arizona
$11K -$15.7K -300 -59%
Ohio Public Employees Retirement System (OPERS)
218
Ohio Public Employees Retirement System (OPERS)
Ohio
$10K +$10K +188 New
PFBT
219
Parkside Financial Bank & Trust
Missouri
$9K – – –
STCOSD
220
Sageworth Trust Company of South Dakota
South Dakota
$5K – – –
HBW
221
Hazlett, Burt & Watson
West Virginia
$5K +$5K +100 New
S
222
SignatureFD
Georgia
$4K – – –
Macquarie Group
223
Macquarie Group
Australia
$3.1K +$33 +638 +1%
TWC
224
TD Waterhouse Canada
Ontario, Canada
$1.92K +$1.92K +30 New
BIM
225
Baldwin Investment Management
Pennsylvania
$1.79K – – –
7 8
9
10 11