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Customers Bancorp
CUBI

Overview Fund Activity

209 hedge funds and large institutions have $878M invested in Customers Bancorp in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 58 increasing their positions, 80 reducing their positions, and 19 closing their positions.

Holders
209
Holders Change
+19
Holders Change %
+10%
% of All Funds
3.33%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
58
Reduced
80
Closed
19
Calls
$9.11M
Puts
$5.71M
Net Calls
+$3.4M
Net Calls Change
+$2.55M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$73.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$36.8M
3
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$6.25M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.3M
5
QC
5
Quantedge Capital
Singapore
$2.18M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
PCM
2
Portolan Capital Management
Massachusetts
$0
3
TSW
3
Thompson Siegel & Walmsley
Virginia
$2.31M
4
State Street
4
State Street
Massachusetts
$55.8M
5
ACB
5
Aristotle Capital Boston
Massachusetts
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$152M 4,418,331 -49,340 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$74.2M 2,154,297 -12,651 -0.6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$73.5M 2,132,205 +475,907 +29%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$72.8M 2,113,818 -4,266 -0.2%
State Street
5
State Street
Massachusetts
$55.8M 1,620,566 -159,060 -9%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$36.8M 1,067,489 +288,975 +37%
Morgan Stanley
7
Morgan Stanley
New York
$21M 610,532 +63,183 +12%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$20.4M 592,420 -6,067 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.1M 582,035 +9,411 +2%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$16.3M 474,338 +93,166 +24%
ACB
11
Aristotle Capital Boston
Massachusetts
$15.7M 454,876 -128,488 -22%
TI
12
Tidal Investments
Wisconsin
$13.4M 389,246 -92,998 -19%
Charles Schwab
13
Charles Schwab
California
$12.8M 372,690 +14,158 +4%
American Century Companies
14
American Century Companies
Missouri
$12.6M 364,767 +46,347 +15%
LSV Asset Management
15
LSV Asset Management
Illinois
$12.6M 364,500 +26,331 +8%
Ameriprise
16
Ameriprise
Minnesota
$12.4M 359,751 -79,067 -18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.3M 328,937 -4,607 -1%
Northern Trust
18
Northern Trust
Illinois
$10.9M 315,877 -4,414 -1%
GLA
19
Great Lakes Advisors
Illinois
$10.1M 293,234 +25,565 +10%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$10.1M 293,096 +13,556 +5%
Goldman Sachs
21
Goldman Sachs
New York
$9.3M 269,913 +10,679 +4%
IECM
22
Intrinsic Edge Capital Management
Illinois
$8.61M 250,000 – –
TCM
23
Tieton Capital Management
Washington
$8.35M 242,363 -86,070 -26%
PFMOSF
24
Philadelphia Financial Management of San Francisco
California
$6.25M 181,418 +181,418 New
RA
25
Royce & Associates
New York
$5.78M 167,719 -2,584 -2%
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