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Customers Bancorp
CUBI

Overview Fund Activity

190 hedge funds and large institutions have $778M invested in Customers Bancorp in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 67 reducing their positions, and 24 closing their positions.

Holders
190
Holders Change
+17
Holders Change %
+9.83%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
41
Increased
57
Reduced
67
Closed
24
Calls
$8.56M
Puts
$7.72M
Net Calls
+$846K
Net Calls Change
+$473K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$50.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$23.6M
3
GLA
3
Great Lakes Advisors
Illinois
$8.1M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$7.57M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.46M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$363
2
NM
2
Newtyn Management
New York
$0
3
BCM
3
Bridgeway Capital Management
Texas
$2.41M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$64.1M
5
BlackRock
5
BlackRock
New York
$135M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$135M 4,467,671 -240,760 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$65.6M 2,166,948 -167,865 -7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.1M 2,118,084 -274,220 -11%
State Street
4
State Street
Massachusetts
$53.9M 1,779,626 -184,027 -9%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$50.1M 1,656,298 +1,656,298 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$23.6M 778,514 +738,939 +1,867%
Jacobs Levy Equity Management
7
Jacobs Levy Equity Management
New Jersey
$18.1M 598,487 -75,342 -11%
ACB
8
Aristotle Capital Boston
Massachusetts
$17.7M 583,364 +5,493 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$17.3M 572,624 -15,781 -3%
Morgan Stanley
10
Morgan Stanley
New York
$16.6M 547,349 +178,842 +49%
TI
11
Tidal Investments
Wisconsin
$14.6M 482,244 -90,752 -16%
Ameriprise
12
Ameriprise
Minnesota
$13.3M 438,818 -26,667 -6%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$11.5M 381,172 -176,358 -32%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$11.5M 380,860 -129,770 -25%
Charles Schwab
15
Charles Schwab
California
$10.8M 358,532 +27,605 +8%
LSV Asset Management
16
LSV Asset Management
Illinois
$10.2M 338,169 +82,369 +32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.1M 333,544 -4,756 -1%
TCM
18
Tieton Capital Management
Washington
$9.94M 328,433 +120,683 +58%
PCM
19
Portolan Capital Management
Massachusetts
$9.92M 327,934 +65,174 +25%
Northern Trust
20
Northern Trust
Illinois
$9.69M 320,291 +8,893 +3%
American Century Companies
21
American Century Companies
Missouri
$9.64M 318,420 +14,354 +5%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$8.46M 279,540 +240,409 +614%
GLA
23
Great Lakes Advisors
Illinois
$8.1M 267,669 +267,669 New
TSW
24
Thompson Siegel & Walmsley
Virginia
$7.98M 263,840 -6,866 -3%
Goldman Sachs
25
Goldman Sachs
New York
$7.84M 259,234 +46,042 +22%
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