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Customers Bancorp
CUBI

Overview Fund Activity

240 hedge funds and large institutions have $1.44B invested in Customers Bancorp in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
-15
Holders Change %
-5.88%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
86
Reduced
87
Closed
42
Calls
$12M
Puts
$17.9M
Net Calls
-$5.88M
Net Calls Change
-$7.04M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$109M
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$13.3M
3
American Century Companies
3
American Century Companies
Missouri
$31.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$116M
5
GCM
5
Gator Capital Management
Florida
$5.84M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
TI
2
Tidal Investments
Wisconsin
$10.5M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$3.83M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19M
5
JFG
5
Jefferies Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$47.6K -$531 -10 -1%
FCA
202
FinTrust Capital Advisors
South Carolina
$43.2K – – –
KBC Group
203
KBC Group
Belgium
$43K -$16.7K -318 -28%
QL
204
Quarry LP
New York
$26.2K +$5.47K +103 +26%
BFEC
205
Benjamin F. Edwards & Company
Missouri
$22K +$52 +1 +0.2%
FFA
206
Farther Finance Advisors
California
$21.8K +$518 +10 +2%
AssetMark Inc
207
AssetMark Inc
California
$17K +$849 +16 +5%
QCG
208
Quadrant Capital Group
Ohio
$16.4K – – –
VCM
209
Versant Capital Management
Arizona
$13.3K – – –
LI
210
LRI Investments
Florida
$12.2K +$12.2K +230 New
FHA
211
First Horizon Advisors
Tennessee
$12K – – –
SPIA
212
Steward Partners Investment Advisory
New York
$10.6K – – –
FFO
213
Fortitude Family Office
Arizona
$8.7K – – –
AF
214
Allworth Financial
California
$8.49K – – –
AFWM
215
Abich Financial Wealth Management
Virginia
$7.43K +$7.06K +133 +1,900%
S
216
SignatureFD
Georgia
$5.84K +$1.86K +35 +47%
HBW
217
Hazlett, Burt & Watson
West Virginia
$5K – – –
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$4.71K +$4.71K +91 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$4.51K – – –
CAM
220
ClariVest Asset Management
California
$4.4K – – –
MPWT
221
MassMutual Private Wealth & Trust
Connecticut
$4.19K +$1.65K +31 +65%
MIM
222
Macroview Investment Management
Maryland
$4.09K -$6.79K -128 -62%
SWM
223
Spire Wealth Management
Virginia
$3.98K – – –
SIC
224
SJS Investment Consulting
Ohio
$3.77K – – –
HIA
225
Harbor Investment Advisory
Maryland
$2.02K +$2.02K +38 New
7 8
9
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