Customers Bancorp
CUBI
132 hedge funds and large institutions have $557M invested in Customers Bancorp in 2015 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 65 increasing their positions, 31 reducing their positions, and 12 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 31
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
4.25% more ownership
Funds ownership: 76.34% → 80.58% (+4.2%)
2% more funds holding
Funds holding: 129 → 132 (+3)
1% more capital invested
Capital invested by funds: $551M → $557M (+$5.78M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$8.13M |
| 2 |
DW
Domani Wealth
Lancaster,
Pennsylvania
|
+$7.49M |
| 3 |
State Street
Boston,
Massachusetts
|
+$7.41M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.6M |
| 5 |
NI
Numeric Investors
Boston,
Massachusetts
|
+$4.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
Northpointe Capital
Bloomfield Hills,
Michigan
|
-$9.46M |
| 2 |
PC
Pier Capital
Stamford,
Connecticut
|
-$7.09M |
| 3 |
WAM
Watershed Asset Management
San Francisco,
California
|
-$6.48M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
-$6.09M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.46M |
CUBI Hedge Fund Activity: Q3 2015 in Review
132 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2015, worth a combined $557M — up 1.1% from $551M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CUBI positions and 12 closed out — a net gain of 4 holders — while 65 added to existing stakes and 31 trimmed.
The largest buyer was Granahan Investment Management, adding an estimated $8.13M. The largest seller was Northpointe Capital, exiting entirely with an estimated $9.46M sold.
- 132 institutional investors held Customers Bancorp (CUBI) as of Q3 2015, up from 129 in Q2 2015.
- Funds reported $557M of Customers Bancorp stock for Q3 2015, up 1.1% quarter-over-quarter.
- 16 funds opened new Customers Bancorp positions in Q3 2015 and 12 closed out, a net change of +4 holders.
- The largest Customers Bancorp buyer in Q3 2015 was Granahan Investment Management, an estimated $8.13M added.
- The largest Customers Bancorp seller in Q3 2015 was Northpointe Capital, an estimated $9.46M sold.
Based on aggregated 13F filings for Q3 2015.