Customers Bancorp
CUBI
155 hedge funds and large institutions have $472M invested in Customers Bancorp in 2019 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 59 increasing their positions, 46 reducing their positions, and 22 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 46
7% more capital invested
Capital invested by funds: $439M → $472M (+$32.3M)
6.45% more ownership
Funds ownership: 76.11% → 82.56% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 162 → 155 (-7)
27% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$16.9M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$6.59M |
| 3 |
NM
Newtyn Management
New York
|
+$6.5M |
| 4 |
LA
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
+$3.77M |
| 5 |
Renaissance Technologies
New York
|
+$3.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.3M |
| 2 |
Millennium Management
New York
|
-$3.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$3.3M |
| 4 |
BlackRock
New York
|
-$3.19M |
| 5 |
State Street
Boston,
Massachusetts
|
-$2.82M |
CUBI Hedge Fund Activity: Q1 2019 in Review
155 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q1 2019, worth a combined $472M — up 7.4% from $439M a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of CUBI and 16 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 59 added.
The largest buyer was JP Morgan Chase, adding an estimated $16.9M. The largest seller was Goldman Sachs, cutting an estimated $7.3M.
- 155 institutional investors held Customers Bancorp (CUBI) as of Q1 2019, down from 162 in Q4 2018.
- Funds reported $472M of Customers Bancorp stock for Q1 2019, up 7.4% quarter-over-quarter.
- 16 funds opened new Customers Bancorp positions in Q1 2019 and 22 closed out, a net change of -6 holders.
- The largest Customers Bancorp buyer in Q1 2019 was JP Morgan Chase, an estimated $16.9M added.
- The largest Customers Bancorp seller in Q1 2019 was Goldman Sachs, an estimated $7.3M sold.
Based on aggregated 13F filings for Q1 2019.