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Customers Bancorp
CUBI

Overview Fund Activity

209 hedge funds and large institutions have $878M invested in Customers Bancorp in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 80 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
58
Reduced
80
Closed
19
Calls
$9.11M
Puts
$5.71M
Net Calls
+$3.4M
Net Calls Change
+$2.55M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$73.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$36.8M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$6.25M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$16.3M
5
QC
Quantedge Capital
Singapore
$2.18M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
2
PCM
Portolan Capital Management
Massachusetts
$0
3
TSW
Thompson Siegel & Walmsley
Virginia
$2.31M
4
State Street
State Street
Massachusetts
$55.8M
5
ACB
Aristotle Capital Boston
Massachusetts
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
201
Financial Gravity Asset Management
Texas
$1.59K +$398 +10 +33%
FFA
202
Farther Finance Advisors
California
$1.52K – – –
CWC
203
Carolinas Wealth Consulting
North Carolina
$824 -$82 -2 -9%
FMII
204
Farmers & Merchants Investments Inc
Nebraska
$689 – – –
PA
205
Parallel Advisors
California
$448 -$34.5K -1,000 -99%
TWP
206
TFO Wealth Partners
Ohio
$424 +$424 +14 New
ECM
207
Everence Capital Management
Indiana
$367 – – –
MHR
208
Matthew Hamilton Rosenberg
$172 – – –
Hotchkis & Wiley Capital Management
209
Hotchkis & Wiley Capital Management
California
– -$11.5M -380,860 Closed
PCM
210
Portolan Capital Management
Massachusetts
– -$9.92M -327,934 Closed
TI
211
Trexquant Investment
Connecticut
– -$1.18M -39,061 Closed
CIC
212
Cornercap Investment Counsel
Georgia
– -$1.18M -38,874 Closed
Two Sigma Advisers
213
Two Sigma Advisers
New York
– -$859K -28,400 Closed
HSBC Holdings
214
HSBC Holdings
United Kingdom
– -$607K -19,819 Closed
V
215
Veritable
Delaware
– -$474K -15,675 Closed
Tudor Investment Corp
216
Tudor Investment Corp
Connecticut
– -$420K -13,889 Closed
Allianz Asset Management
217
Allianz Asset Management
Germany
– -$300K -9,900 Closed
CC
218
Centiva Capital
New York
– -$296K -9,789 Closed
SG Americas Securities
219
SG Americas Securities
New York
– -$281K -9,283 Closed
ST
220
Sageworth Trust
Pennsylvania
– -$275K -9,077 Closed
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
– -$245K -8,105 Closed
DU
222
Delphia (USA)
Ontario, Canada
– -$240K -7,943 Closed
CG
223
Cutler Group
California
– -$92K -3,051 Closed
CAS
224
Coppell Advisory Solutions
Texas
– -$56.3K -1,820 Closed
Simplex Trading
225
Simplex Trading
Illinois
– -$39K -1,312 Closed
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9
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