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Customers Bancorp

240 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 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 66

7% more funds holding

Funds holding: 224240 (+16)

0.22% less ownership

Funds ownership: 90.12%89.9% (-0.22%)

3% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$44.1M)

64% less call options, than puts

Call options by funds: $3.72M | Put options by funds: $10.5M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
3.45%
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
21
Calls
$3.72M
Puts
$10.5M
Net Calls
-$6.74M
Net Calls Change
-$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$16.7K +$1.61K +31 +9%
QCG
202
Quadrant Capital Group
Ohio
$14.4K
VCM
203
Versant Capital Management
Arizona
$14.2K +$2.86K +55 +22%
LI
204
LRI Investments
Florida
$12.7K
AF
205
Allworth Financial
California
$12.6K -$1.3K -25 -8%
HCA
206
Harbor Capital Advisors
Illinois
$11K +$11.9K +229 New
CAM
207
ClariVest Asset Management
California
$10.9K
SPIA
208
Steward Partners Investment Advisory
New York
$9.29K
AFWM
209
Abich Financial Wealth Management
Virginia
$5.99K -$4.63K -89 -41%
HBW
210
Hazlett, Burt & Watson
West Virginia
$5K
CIBC Private Wealth Group
211
CIBC Private Wealth Group
Georgia
$4.23K
Bessemer Group
212
Bessemer Group
New Jersey
$4K +$1.82K +35 +76%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$3.95K
MIM
214
Macroview Investment Management
Maryland
$3.58K
S
215
SignatureFD
Georgia
$3.48K
SWM
216
Spire Wealth Management
Virginia
$3.48K
CT
217
Colonial Trust
South Carolina
$2.53K +$2.92K +56 New
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$2.23K
TSMHT
219
Thurston Springer Miller Herd & Titak
Indiana
$2.18K
FFO
220
Fortitude Family Office
Arizona
$2.14K
PS
221
Principal Securities
Iowa
$1.72K
GWM
222
Geneos Wealth Management
Colorado
$1.58K +$1.77K +34 New
RIL
223
Rothschild Investment LLC
Illinois
$1.39K +$1.3K +25 +500%
JIP
224
Jaffetilchin Investment Partners
Florida
$1.07K +$1.2K +23 New
C
225
Covestor
United Kingdom
$1K -$52 -1 -4%

CUBI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2024, worth a combined $1.32B — down 3.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CUBI positions and 21 closed out — a net gain of 18 holders — while 87 added to existing stakes and 66 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $26.1M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $25.2M.

  • 240 institutional investors held Customers Bancorp (CUBI) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.32B of Customers Bancorp stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 39 funds opened new Customers Bancorp positions in Q3 2024 and 21 closed out, a net change of +18 holders.
  • The largest Customers Bancorp buyer in Q3 2024 was Hood River Capital Management, an estimated $26.1M added.
  • The largest Customers Bancorp seller in Q3 2024 was Philadelphia Financial Management of San Francisco, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.