Customers Bancorp
CUBI
117 hedge funds and large institutions have $399M invested in Customers Bancorp in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
11% more capital invested
Capital invested by funds: $360M → $399M (+$38.8M)
7% more funds holding
Funds holding: 109 → 117 (+8)
6% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 36
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$5.52M |
| 2 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
+$3.84M |
| 3 |
BTP
Bloom Tree Partners
New York
|
+$2.93M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$2.9M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Boston Provident
Englewood,
New Jersey
|
-$4.99M |
| 2 |
PWM
ParenteBeard Wealth Management
York,
Pennsylvania
|
-$4.86M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$4.13M |
| 4 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$2.38M |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$2.34M |
CUBI Hedge Fund Activity: Q4 2014 in Review
117 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2014, worth a combined $399M — up 11% from $360M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CUBI positions and 7 closed out — a net gain of 13 holders — while 38 added to existing stakes and 36 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $5.52M. The largest seller was Boston Provident, cutting an estimated $4.99M.
- 117 institutional investors held Customers Bancorp (CUBI) as of Q4 2014, up from 109 in Q3 2014.
- Funds reported $399M of Customers Bancorp stock for Q4 2014, up 11% quarter-over-quarter.
- 20 funds opened new Customers Bancorp positions in Q4 2014 and 7 closed out, a net change of +13 holders.
- The largest Customers Bancorp buyer in Q4 2014 was Victory Capital Management, an estimated $5.52M added.
- The largest Customers Bancorp seller in Q4 2014 was Boston Provident, an estimated $4.99M sold.
Based on aggregated 13F filings for Q4 2014.