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Customers Bancorp
CUBI

75 hedge funds and large institutions have $221M invested in Customers Bancorp in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more capital invested

Capital invested by funds: $189M → $221M (+$32M)

14% more funds holding

Funds holding: 66 → 75 (+9)

Holders
75
Holders Change
+9
Holders Change %
+13.64%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
34
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.1M
2
MAI
Marble Arch Investments
New York
+$5.55M
3
EAM
Eagle Asset Management
Florida
+$4.59M
4
EA
Emerald Advisers
Pennsylvania
+$4.46M
5
FVP
Firefly Value Partners
Pennsylvania
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
SAM
Serengeti Asset Management
New York
-$7.31M
2
BC
BHR Capital
New York
-$7.11M
3
CCI
Columbus Circle Investors
-$4.48M
4
DCM
Dialectic Capital Management
Connecticut
-$1.6M
5
PG
PEAK6 Group
Illinois
-$1.08M

CUBI Hedge Fund Activity: Q3 2013 in Review

75 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2013, worth a combined $221M — up 17% from $189M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CUBI positions and 8 closed out — a net gain of 9 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $12.1M. The largest seller was Serengeti Asset Management, exiting entirely with an estimated $7.31M sold.

  • 75 institutional investors held Customers Bancorp (CUBI) as of Q3 2013, up from 66 in Q2 2013.
  • Funds reported $221M of Customers Bancorp stock for Q3 2013, up 17% quarter-over-quarter.
  • 17 funds opened new Customers Bancorp positions in Q3 2013 and 8 closed out, a net change of +9 holders.
  • The largest Customers Bancorp buyer in Q3 2013 was Wellington Management Group, an estimated $12.1M added.
  • The largest Customers Bancorp seller in Q3 2013 was Serengeti Asset Management, an estimated $7.31M sold.

Based on aggregated 13F filings for Q3 2013.