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Customers Bancorp
CUBI

Overview Fund Activity

224 hedge funds and large institutions have $1.36B invested in Customers Bancorp in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 68 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-16
Holders Change %
-6.67%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
90
Reduced
68
Closed
41
Calls
$2.31M
Puts
$4.21M
Net Calls
-$1.9M
Net Calls Change
+$3.98M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$155M
2
HRCM
Hood River Capital Management
Florida
$26.3M
3
PFMOSF
Philadelphia Financial Management of San Francisco
California
$23.6M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$12.2M
5
PCM
Peregrine Capital Management
Minnesota
$7.69M

Top Sellers

1
IECM
Intrinsic Edge Capital Management
Illinois
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
EAM
Eagle Asset Management
Florida
$0
5
DCM
Driehaus Capital Management
Illinois
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
201
Picton Mahoney Asset Management
Ontario, Canada
$5K +$5K +104 New
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$4.37K – – –
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$4.08K – – –
MIM
204
Macroview Investment Management
Maryland
$3.7K – – –
S
205
SignatureFD
Georgia
$3.6K -$1.68K -35 -32%
SWM
206
Spire Wealth Management
Virginia
$3.6K – – –
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$2.3K -$1.49K -31 -39%
TSMHT
208
Thurston Springer Miller Herd & Titak
Indiana
$2.26K +$2.26K +47 New
FFO
209
Fortitude Family Office
Arizona
$2.21K -$5.66K -118 -72%
Bessemer Group
210
Bessemer Group
New Jersey
$2K – – –
PS
211
Principal Securities
Iowa
$1.78K – – –
CA
212
Continuum Advisory
Idaho
$1.01K – – –
AW
213
Avion Wealth
Texas
$1K – – –
C
214
Covestor
United Kingdom
$1K +$926 +25 +1,250%
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$960 – – –
FHA
216
First Horizon Advisors
Tennessee
$863 -$10K -209 -92%
UB
217
UMB Bank
Missouri
$720 +$144 +3 +25%
PA
218
Parallel Advisors
California
$624 – – –
ECM
219
Everence Capital Management
Indiana
$487 – – –
Kayne Anderson Rudnick Investment Management
220
Kayne Anderson Rudnick Investment Management
California
$480 – – –
RIL
221
Rothschild Investment LLC
Illinois
$240 – – –
AWM
222
Abound Wealth Management
Tennessee
$240 – – –
LFG
223
Larson Financial Group
Missouri
$240 +$240 +5 New
PFBT
224
Parkside Financial Bank & Trust
Missouri
$192 – – –
IECM
225
Intrinsic Edge Capital Management
Illinois
– -$13.3M -250,000 Closed
7 8
9
10 11