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Customers Bancorp
CUBI

Overview Fund Activity

239 hedge funds and large institutions have $1.32B invested in Customers Bancorp in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+15
Holders Change %
+6.7%
% of All Funds
3.46%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
39
Increased
87
Reduced
66
Closed
22
Calls
$3.72M
Puts
$10.5M
Net Calls
-$6.74M
Net Calls Change
-$4.84M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
$48.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.2M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$22.3M
4
State Street
State Street
Massachusetts
$82.8M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$10.6M

Top Sellers

1
PFMOSF
Philadelphia Financial Management of San Francisco
California
$307K
2
Wellington Management Group
Wellington Management Group
Massachusetts
$131M
3
DCM
Driehaus Capital Management
Illinois
$5.71M
4
AIM
Access Investment Management
Georgia
$4.37M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
201
Quadrant Capital Group
Ohio
$14.4K – – –
VCM
202
Versant Capital Management
Arizona
$14.2K +$2.56K +55 +22%
LI
203
LRI Investments
Florida
$12.7K – – –
AF
204
Allworth Financial
California
$12.6K -$1.16K -25 -8%
HCA
205
Harbor Capital Advisors
Illinois
$11K +$11K +229 New
CAM
206
ClariVest Asset Management
California
$10.9K – – –
SPIA
207
Steward Partners Investment Advisory
New York
$9.29K – – –
AFWM
208
Abich Financial Wealth Management
Virginia
$5.99K -$4.13K -89 -41%
HBW
209
Hazlett, Burt & Watson
West Virginia
$5K – – –
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$4.23K – – –
Bessemer Group
211
Bessemer Group
New Jersey
$4K +$1.73K +35 +76%
Northwestern Mutual Wealth Management
212
Northwestern Mutual Wealth Management
Wisconsin
$3.95K – – –
MIM
213
Macroview Investment Management
Maryland
$3.58K – – –
S
214
SignatureFD
Georgia
$3.48K – – –
SWM
215
Spire Wealth Management
Virginia
$3.48K – – –
CT
216
Colonial Trust
South Carolina
$2.53K +$2.53K +56 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$2.23K – – –
TSMHT
218
Thurston Springer Miller Herd & Titak
Indiana
$2.18K – – –
FFO
219
Fortitude Family Office
Arizona
$2.14K – – –
PS
220
Principal Securities
Iowa
$1.72K – – –
GWM
221
Geneos Wealth Management
Colorado
$1.58K +$1.58K +34 New
RIL
222
Rothschild Investment LLC
Illinois
$1.39K +$1.16K +25 +500%
JIP
223
Jaffetilchin Investment Partners
Florida
$1.07K +$1.07K +23 New
C
224
Covestor
United Kingdom
$1K -$38 -1 -4%
AW
225
Avion Wealth
Texas
$1K – – –
7 8
9
10 11