Customers Bancorp
CUBI
84 hedge funds and large institutions have $300M invested in Customers Bancorp in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 14 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 17
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
36% more capital invested
Capital invested by funds: $221M → $300M (+$79.7M)
12% more funds holding
Funds holding: 75 → 84 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
+$22M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.47M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$6.46M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.35M |
| 5 |
PC
Pier Capital
Stamford,
Connecticut
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
BHR Capital
New York
|
-$22.3M |
| 2 |
MAI
Marble Arch Investments
New York
|
-$9.84M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$8.24M |
| 4 |
FVP
Firefly Value Partners
Newtown,
Pennsylvania
|
-$3.39M |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$2.63M |
CUBI Hedge Fund Activity: Q4 2013 in Review
84 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2013, worth a combined $300M — up 36% from $221M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CUBI positions and 14 closed out — a net gain of 9 holders — while 34 added to existing stakes and 17 trimmed.
The largest buyer was Opus Capital Group, opening a new position worth an estimated $22M. The largest seller was BHR Capital, exiting entirely with an estimated $22.3M sold.
- 84 institutional investors held Customers Bancorp (CUBI) as of Q4 2013, up from 75 in Q3 2013.
- Funds reported $300M of Customers Bancorp stock for Q4 2013, up 36% quarter-over-quarter.
- 23 funds opened new Customers Bancorp positions in Q4 2013 and 14 closed out, a net change of +9 holders.
- The largest Customers Bancorp buyer in Q4 2013 was Opus Capital Group, an estimated $22M added.
- The largest Customers Bancorp seller in Q4 2013 was BHR Capital, an estimated $22.3M sold.
Based on aggregated 13F filings for Q4 2013.