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Customers Bancorp

182 hedge funds and large institutions have $883M invested in Customers Bancorp in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $765M → $883M (+$118M)

10% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 60

2% more funds holding

Funds holding: 179182 (+3)

0.18% less ownership

Funds ownership: 88.29%88.1% (-0.18%)

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
4.54%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
25
Increased
66
Reduced
60
Closed
19
Calls
$522K
Puts
Net Calls
+$522K
Net Calls Change
-$970K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$119M +$1.7M +59,026 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$69.7M +$4.62M +159,979 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.9M +$2.53M +87,524 +6%
Ameriprise
4
Ameriprise
Minnesota
$45.9M +$1.34M +46,459 +3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$37.6M +$1.85M +64,270 +6%
N
6
Nuveen
North Carolina
$31.2M +$1.66M +57,638 +6%
State Street
7
State Street
Massachusetts
$30.3M -$5.39M -186,880 -17%
TSW
8
Thompson Siegel & Walmsley
Virginia
$19.8M +$995K +34,476 +6%
EA
9
Emerald Advisers
Pennsylvania
$18.7M -$1.62M -56,038 -9%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$17M -$3.5M -121,335 -19%
TA
11
Teachers Advisors
New York
$16.2M +$5.34M +184,961 +60%
Prudential Financial
12
Prudential Financial
New Jersey
$15.3M +$640K +22,190 +5%
WA
13
Wasatch Advisors
Utah
$15.2M -$528K -18,312 -4%
O
14
OppenheimerFunds
New York
$14.4M -$490K -16,980 -4%
HAM
15
Hillcrest Asset Management
Texas
$14.2M -$295K -10,223 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.7M -$494K -17,120 -4%
EBIM
17
Eagle Boston Investment Management
Massachusetts
$12M -$1.21K -42 -0%
FWSM
18
First Wilshire Securities Management
California
$11.7M -$218K -7,552 -2%
Bank of America
19
Bank of America
North Carolina
$11.5M +$1.98M +68,565 +24%
Northern Trust
20
Northern Trust
Illinois
$11.3M -$113K -3,909 -1%
Millennium Management
21
Millennium Management
New York
$11M -$966K -33,475 -9%
LSV Asset Management
22
LSV Asset Management
Illinois
$11M +$2.01M +69,692 +26%
ACB
23
Aristotle Capital Boston
Massachusetts
$10.7M -$27.7K -960 -0.3%
PCM
24
Peregrine Capital Management
Minnesota
$9.6M +$1.07M +37,159 +14%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$8.96M +$244K +8,463 +3%

CUBI Hedge Fund Activity: Q3 2017 in Review

182 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2017, worth a combined $883M — up 15% from $765M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CUBI positions and 19 closed out — a net gain of 6 holders — while 66 added to existing stakes and 60 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $5.34M. The largest seller was State Street, cutting an estimated $5.39M.

  • 182 institutional investors held Customers Bancorp (CUBI) as of Q3 2017, up from 179 in Q2 2017.
  • Funds reported $883M of Customers Bancorp stock for Q3 2017, up 15% quarter-over-quarter.
  • 25 funds opened new Customers Bancorp positions in Q3 2017 and 19 closed out, a net change of +6 holders.
  • The largest Customers Bancorp buyer in Q3 2017 was Teachers Advisors, an estimated $5.34M added.
  • The largest Customers Bancorp seller in Q3 2017 was State Street, an estimated $5.39M sold.

Based on aggregated 13F filings for Q3 2017.