Customers Bancorp
CUBI
222 hedge funds and large institutions have $1.81B invested in Customers Bancorp in 2021 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 60 increasing their positions, 97 reducing their positions, and 22 closing their positions.
528% more call options, than puts
Call options by funds: $8.79M | Put options by funds: $1.4M
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
61% more capital invested
Capital invested by funds: $1.12B → $1.81B (+$688M)
7% more funds holding
Funds holding: 207 → 222 (+15)
5.15% more ownership
Funds ownership: 80.64% → 85.79% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
38% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$71M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$38.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$26.1M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$25.9M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$58.5M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
-$20.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15.2M |
| 4 |
AFG
American Financial Group
Cincinnati,
Ohio
|
-$14.3M |
| 5 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$10.2M |
CUBI Hedge Fund Activity: Q4 2021 in Review
222 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2021, worth a combined $1.81B — up 61% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new CUBI positions and 22 closed out — a net gain of 17 holders — while 60 added to existing stakes and 97 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $71M. The largest seller was Basswood Capital Management, cutting an estimated $58.5M.
- 222 institutional investors held Customers Bancorp (CUBI) as of Q4 2021, up from 207 in Q3 2021.
- Funds reported $1.81B of Customers Bancorp stock for Q4 2021, up 61% quarter-over-quarter.
- 39 funds opened new Customers Bancorp positions in Q4 2021 and 22 closed out, a net change of +17 holders.
- The largest Customers Bancorp buyer in Q4 2021 was Lord, Abbett & Co, an estimated $71M added.
- The largest Customers Bancorp seller in Q4 2021 was Basswood Capital Management, an estimated $58.5M sold.
Based on aggregated 13F filings for Q4 2021.