Customers Bancorp
CUBI
190 hedge funds and large institutions have $778M invested in Customers Bancorp in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
71% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 24
62% more capital invested
Capital invested by funds: $481M → $778M (+$297M)
11% more call options, than puts
Call options by funds: $8.56M | Put options by funds: $7.72M
10% more funds holding
Funds holding: 173 → 190 (+17)
0.29% more ownership
Funds ownership: 82.07% → 82.37% (+0.29%)
15% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$37.1M |
| 2 |
JP Morgan Chase
New York
|
+$16.6M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$6M |
| 4 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$5.6M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$5.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$15M |
| 2 |
NM
Newtyn Management
New York
|
-$11.6M |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$6.15M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.15M |
| 5 |
BlackRock
New York
|
-$5.4M |
CUBI Hedge Fund Activity: Q2 2023 in Review
190 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2023, worth a combined $778M — up 62% from $481M a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new CUBI positions and 24 closed out — a net gain of 17 holders — while 57 added to existing stakes and 67 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $37.1M. The largest seller was Federated Hermes, cutting an estimated $15M.
- 190 institutional investors held Customers Bancorp (CUBI) as of Q2 2023, up from 173 in Q1 2023.
- Funds reported $778M of Customers Bancorp stock for Q2 2023, up 62% quarter-over-quarter.
- 41 funds opened new Customers Bancorp positions in Q2 2023 and 24 closed out, a net change of +17 holders.
- The largest Customers Bancorp buyer in Q2 2023 was Wellington Management Group, an estimated $37.1M added.
- The largest Customers Bancorp seller in Q2 2023 was Federated Hermes, an estimated $15M sold.
Based on aggregated 13F filings for Q2 2023.