Customers Bancorp
CUBI
179 hedge funds and large institutions have $765M invested in Customers Bancorp in 2017 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 81 increasing their positions, 44 reducing their positions, and 19 closing their positions.
84% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 44
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
5% more funds holding
Funds holding: 171 → 179 (+8)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
1.55% less ownership
Funds ownership: 89.83% → 88.29% (-1.5%)
11% less capital invested
Capital invested by funds: $863M → $765M (-$97.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.91M |
| 2 |
NAP
New Amsterdam Partners
New York
|
+$7.74M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$7.24M |
| 4 |
TA
Teachers Advisors
New York
|
+$7.13M |
| 5 |
Millennium Management
New York
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$30.3M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$19M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$6.82M |
| 4 |
JP Morgan Chase
New York
|
-$6.57M |
| 5 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$6.54M |
CUBI Hedge Fund Activity: Q2 2017 in Review
179 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2017, worth a combined $765M — down 11% from $863M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CUBI positions and 19 closed out — a net gain of 8 holders — while 81 added to existing stakes and 44 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $8.91M. The largest seller was Victory Capital Management, cutting an estimated $30.3M.
- 179 institutional investors held Customers Bancorp (CUBI) as of Q2 2017, up from 171 in Q1 2017.
- Funds reported $765M of Customers Bancorp stock for Q2 2017, down 11% quarter-over-quarter.
- 27 funds opened new Customers Bancorp positions in Q2 2017 and 19 closed out, a net change of +8 holders.
- The largest Customers Bancorp buyer in Q2 2017 was Dimensional Fund Advisors, an estimated $8.91M added.
- The largest Customers Bancorp seller in Q2 2017 was Victory Capital Management, an estimated $30.3M sold.
Based on aggregated 13F filings for Q2 2017.