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Customers Bancorp
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Overview Fund Activity

237 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.

Holders
237
Holders Change
-2
Holders Change %
-0.84%
% of All Funds
3.16%
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

Top Buyers

1
HRCM
1
Hood River Capital Management
Florida
$71.6M
2
HA
2
Heartland Advisors
Wisconsin
$7.67M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.9M
4
SC
4
Shellback Capital
Massachusetts
$5.26M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$20.9M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$128M
4
Invesco
4
Invesco
Georgia
$10.2M
5
GLA
5
Great Lakes Advisors
Illinois
$5.69M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$9.74K 200 – –
ACM
202
Aster Capital Management
United Arab Emirates
$8.23K 169 +169 New
HBW
203
Hazlett, Burt & Watson
West Virginia
$5K 100 – –
HFS
204
Hopwood Financial Services
Virginia
$4.87K 100 +100 New
Creative Planning
205
Creative Planning
Kansas
$4.58K 94 +94 New
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$4.29K 91 – –
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$4.14K 85 – –
UB
208
UMB Bank
Missouri
$4.04K 83 +68 +453%
Bessemer Group
209
Bessemer Group
New Jersey
$4K 81 – –
C
210
Covestor
United Kingdom
$4K 83 +57 +219%
S
211
SignatureFD
Georgia
$3.65K 75 – –
SWM
212
Spire Wealth Management
Virginia
$3.65K 75 – –
BIG
213
Brooklyn Investment Group
New York
$3.65K 75 +75 New
CT
214
Colonial Trust
South Carolina
$2.71K 56 – –
GRP
215
Global Retirement Partners
California
$2.39K 49 +49 New
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$2.34K 48 – –
WA
217
WPG Advisers
Maryland
$2.29K 47 +47 New
FFO
218
Fortitude Family Office
Arizona
$2.24K 46 – –
RIL
219
Rothschild Investment LLC
Illinois
$1.7K 35 +5 +17%
GWM
220
Geneos Wealth Management
Colorado
$1.61K 33 -1 -3%
CFB
221
Cullen/Frost Bankers
Texas
$1.07K 22 +22 New
EWA
222
EverSource Wealth Advisors
Alabama
$1.02K 21 +21 New
AW
223
Avion Wealth
Texas
$1K 27 – –
HWM
224
Hemington Wealth Management
Virginia
$1K 29 – –
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$974 20 – –
7 8
9
10 11