Customers Bancorp
CUBI
162 hedge funds and large institutions have $439M invested in Customers Bancorp in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 26 closing their positions.
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
2% more funds holding
Funds holding: 159 → 162 (+3)
6% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 51
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.69% less ownership
Funds ownership: 79.79% → 76.11% (-3.7%)
26% less capital invested
Capital invested by funds: $595M → $439M (-$155M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $546K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
American Financial Group
Cincinnati,
Ohio
|
+$13.3M |
| 2 |
TAM
Third Avenue Management
New York
|
+$10.4M |
| 3 |
Goldman Sachs
New York
|
+$5.5M |
| 4 |
M2MC
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
+$3.8M |
| 5 |
Millennium Management
New York
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$15.5M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$15.3M |
| 3 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$9.51M |
| 4 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$6.35M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$6.26M |
CUBI Hedge Fund Activity: Q4 2018 in Review
162 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2018, worth a combined $439M — down 26% from $595M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new CUBI positions and 26 closed out — a net gain of 5 holders — while 54 added to existing stakes and 51 trimmed.
The largest buyer was American Financial Group, opening a new position worth an estimated $13.3M. The largest seller was AllianceBernstein, cutting an estimated $15.5M.
- 162 institutional investors held Customers Bancorp (CUBI) as of Q4 2018, up from 159 in Q3 2018.
- Funds reported $439M of Customers Bancorp stock for Q4 2018, down 26% quarter-over-quarter.
- 31 funds opened new Customers Bancorp positions in Q4 2018 and 26 closed out, a net change of +5 holders.
- The largest Customers Bancorp buyer in Q4 2018 was American Financial Group, an estimated $13.3M added.
- The largest Customers Bancorp seller in Q4 2018 was AllianceBernstein, an estimated $15.5M sold.
Based on aggregated 13F filings for Q4 2018.