Customers Bancorp
CUBI
151 hedge funds and large institutions have $524M invested in Customers Bancorp in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 49 reducing their positions, and 15 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $471M → $524M (+$53.1M)
2% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 49
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
2.28% less ownership
Funds ownership: 82.47% → 80.2% (-2.3%)
3% less funds holding
Funds holding: 155 → 151 (-4)
83% less call options, than puts
Call options by funds: $237K | Put options by funds: $1.43M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$14.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$10.3M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$4.91M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
+$4.67M |
| 5 |
NM
Newtyn Management
New York
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
-$6.91M |
| 2 |
Renaissance Technologies
New York
|
-$2.9M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$2.81M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$2.72M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.69M |
CUBI Hedge Fund Activity: Q2 2019 in Review
151 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2019, worth a combined $524M — up 11% from $471M a quarter earlier.
Fund positioning in CUBI was balanced in Q2 2019: 15 funds opened new positions, 15 closed out, 50 added to existing stakes and 49 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $14.3M. The largest seller was Legacy Advisors, exiting entirely with an estimated $6.91M sold.
- 151 institutional investors held Customers Bancorp (CUBI) as of Q2 2019, down from 155 in Q1 2019.
- Funds reported $524M of Customers Bancorp stock for Q2 2019, up 11% quarter-over-quarter.
- 15 funds opened new Customers Bancorp positions in Q2 2019 and 15 closed out, a net change of 0 holders.
- The largest Customers Bancorp buyer in Q2 2019 was Nuveen, an estimated $14.3M added.
- The largest Customers Bancorp seller in Q2 2019 was Legacy Advisors, an estimated $6.91M sold.
Based on aggregated 13F filings for Q2 2019.