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Customers Bancorp
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Overview Fund Activity

255 hedge funds and large institutions have $1.59B invested in Customers Bancorp in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 61 increasing their positions, 94 reducing their positions, and 18 closing their positions.

Holders
255
Holders Change
+46
Holders Change %
+22.01%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
66
Increased
61
Reduced
94
Closed
18
Calls
$6.82M
Puts
$5.66M
Net Calls
+$1.16M
Net Calls Change
-$2.23M

Top Buyers

1
DCM
1
Driehaus Capital Management
Illinois
$39.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.2M
3
HRCM
3
Hood River Capital Management
Florida
$16.6M
4
AIM
4
Access Investment Management
Georgia
$16.2M
5
Invesco
5
Invesco
Georgia
$19.6M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$98.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$39.6M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
State Street
4
State Street
Massachusetts
$85.6M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$263M 4,559,798 +141,467 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$124M 2,153,952 +40,134 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M 2,075,266 -79,031 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$98.8M 1,715,054 -417,151 -20%
State Street
5
State Street
Massachusetts
$85.6M 1,486,344 -134,222 -8%
Morgan Stanley
6
Morgan Stanley
New York
$70.2M 1,217,506 +606,974 +99%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$39.6M 687,943 -379,546 -36%
DCM
8
Driehaus Capital Management
Illinois
$39.5M 686,143 +686,143 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$35M 607,259 +25,224 +4%
Nuveen Asset Management
10
Nuveen Asset Management
Illinois
$30.4M 527,420 +53,082 +11%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$26.6M 461,514 -130,906 -22%
American Century Companies
12
American Century Companies
Missouri
$26.6M 461,158 +96,391 +26%
ACB
13
Aristotle Capital Boston
Massachusetts
$26.2M 455,475 +599 +0.1%
TI
14
Tidal Investments
Wisconsin
$25.9M 449,540 +60,294 +15%
Charles Schwab
15
Charles Schwab
California
$23.5M 407,920 +35,230 +9%
LSV Asset Management
16
LSV Asset Management
Illinois
$20.4M 353,400 -11,100 -3%
Invesco
17
Invesco
Georgia
$19.6M 340,394 +185,810 +120%
Northern Trust
18
Northern Trust
Illinois
$18.3M 317,566 +1,689 +0.5%
Ameriprise
19
Ameriprise
Minnesota
$16.9M 292,774 -66,977 -19%
GLA
20
Great Lakes Advisors
Illinois
$16.7M 290,585 -2,649 -0.9%
HRCM
21
Hood River Capital Management
Florida
$16.6M 287,680 +287,680 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$16.5M 286,444 -42,493 -13%
AIM
23
Access Investment Management
Georgia
$16.2M 281,055 +281,055 New
RA
24
Royce & Associates
New York
$15.7M 273,180 +105,461 +63%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$14.7M 254,800 -38,296 -13%
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