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Customers Bancorp

238 hedge funds and large institutions have $1.35B invested in Customers Bancorp in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $1.32B → $1.35B (+$28.8M)

1% less funds holding

Funds holding: 240238 (-2)

7% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $5.59M

1.23% less ownership

Funds ownership: 89.9%88.67% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
238
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
71
Reduced
86
Closed
38
Calls
$5.22M
Puts
$5.59M
Net Calls
-$371K
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
201
Harbor Capital Advisors
Illinois
$11K -$151 -3 -1%
SPIA
202
Steward Partners Investment Advisory
New York
$9.74K
ACM
203
Aster Capital Management
United Arab Emirates
$8.23K +$8.5K +169 New
HBW
204
Hazlett, Burt & Watson
West Virginia
$5K
HFS
205
Hopwood Financial Services
Virginia
$4.87K +$5.03K +100 New
Creative Planning
206
Creative Planning
Kansas
$4.58K +$4.73K +94 New
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$4.29K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$4.14K
UB
209
UMB Bank
Missouri
$4.04K +$3.42K +68 +453%
Bessemer Group
210
Bessemer Group
New Jersey
$4K
C
211
Covestor
United Kingdom
$4K +$2.87K +57 +219%
S
212
SignatureFD
Georgia
$3.65K
SWM
213
Spire Wealth Management
Virginia
$3.65K
BIG
214
Brooklyn Investment Group
New York
$3.65K +$3.77K +75 New
CT
215
Colonial Trust
South Carolina
$2.71K
GRP
216
Global Retirement Partners
California
$2.38K +$2.46K +49 New
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$2.34K
WA
218
WPG Advisers
Maryland
$2.29K +$2.36K +47 New
FFO
219
Fortitude Family Office
Arizona
$2.24K
RIL
220
Rothschild Investment LLC
Illinois
$1.7K +$251 +5 +17%
GWM
221
Geneos Wealth Management
Colorado
$1.61K -$50 -1 -3%
CFB
222
Cullen/Frost Bankers
Texas
$1.07K +$1.11K +22 New
EWA
223
EverSource Wealth Advisors
Alabama
$1.02K +$1.06K +21 New
AW
224
Avion Wealth
Texas
$1K
HWM
225
Hemington Wealth Management
Virginia
$1K

CUBI Hedge Fund Activity: Q4 2024 in Review

238 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2024, worth a combined $1.35B — up 2.2% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CUBI positions and 38 closed out — a net gain of 3 holders — while 71 added to existing stakes and 86 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $21.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $14.2M sold.

  • 238 institutional investors held Customers Bancorp (CUBI) as of Q4 2024, down from 240 in Q3 2024.
  • Funds reported $1.35B of Customers Bancorp stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 41 funds opened new Customers Bancorp positions in Q4 2024 and 38 closed out, a net change of +3 holders.
  • The largest Customers Bancorp buyer in Q4 2024 was Hood River Capital Management, an estimated $21.2M added.
  • The largest Customers Bancorp seller in Q4 2024 was Arrowstreet Capital, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2024.