Customers Bancorp
CUBI
110 hedge funds and large institutions have $375M invested in Customers Bancorp in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
84% more capital inflows, than outflows
Capital inflows: $83.1M | Capital outflows: $45.2M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
31% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 36
10% more funds holding
Funds holding: 100 → 110 (+10)
7.11% more ownership
Funds ownership: 62.73% → 69.84% (+7.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$20.5M |
| 2 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
+$8.94M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$8.75M |
| 4 |
Tieton Capital Management
Yakima,
Washington
|
+$5.41M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$4.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Asset Management
St Petersburg,
Florida
|
-$12.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.84M |
| 3 |
BP
Boston Provident
Englewood,
New Jersey
|
-$2.8M |
| 4 |
Numeric Investors
Boston,
Massachusetts
|
-$2.51M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.24M |
CUBI Hedge Fund Activity: Q2 2014 in Review
110 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2014, worth a combined $375M — up 17% from $319M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CUBI positions and 9 closed out — a net gain of 10 holders — while 47 added to existing stakes and 36 trimmed.
The largest buyer was Thompson Siegel & Walmsley, opening a new position worth an estimated $20.5M. The largest seller was Eagle Asset Management, cutting an estimated $12.5M.
- 110 institutional investors held Customers Bancorp (CUBI) as of Q2 2014, up from 100 in Q1 2014.
- Funds reported $375M of Customers Bancorp stock for Q2 2014, up 17% quarter-over-quarter.
- 19 funds opened new Customers Bancorp positions in Q2 2014 and 9 closed out, a net change of +10 holders.
- The largest Customers Bancorp buyer in Q2 2014 was Thompson Siegel & Walmsley, an estimated $20.5M added.
- The largest Customers Bancorp seller in Q2 2014 was Eagle Asset Management, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2014.