Customers Bancorp
CUBI
207 hedge funds and large institutions have $1.12B invested in Customers Bancorp in 2021 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 57 increasing their positions, 89 reducing their positions, and 15 closing their positions.
781% more call options, than puts
Call options by funds: $3.82M | Put options by funds: $434K
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $1.01B → $1.12B (+$112M)
6% more funds holding
Funds holding: 195 → 207 (+12)
0.37% more ownership
Funds ownership: 80.27% → 80.64% (+0.37%)
36% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$12.3M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$7.34M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.15M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$6.31M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
-$7.16M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$5.13M |
| 3 |
EC
EJF Capital
Arlington,
Virginia
|
-$4.95M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$3.57M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$3.56M |
CUBI Hedge Fund Activity: Q3 2021 in Review
207 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2021, worth a combined $1.12B — up 11% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new CUBI positions and 15 closed out — a net gain of 12 holders — while 57 added to existing stakes and 89 trimmed.
The largest buyer was Federated Hermes, adding an estimated $12.3M. The largest seller was BHZ Capital Management, cutting an estimated $7.16M.
- 207 institutional investors held Customers Bancorp (CUBI) as of Q3 2021, up from 195 in Q2 2021.
- Funds reported $1.12B of Customers Bancorp stock for Q3 2021, up 11% quarter-over-quarter.
- 27 funds opened new Customers Bancorp positions in Q3 2021 and 15 closed out, a net change of +12 holders.
- The largest Customers Bancorp buyer in Q3 2021 was Federated Hermes, an estimated $12.3M added.
- The largest Customers Bancorp seller in Q3 2021 was BHZ Capital Management, an estimated $7.16M sold.
Based on aggregated 13F filings for Q3 2021.