Customers Bancorp
CUBI
241 hedge funds and large institutions have $1.45B invested in Customers Bancorp in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 42 closing their positions.
1% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 87
1.4% less ownership
Funds ownership: 88.12% → 86.72% (-1.4%)
6% less funds holding
Funds holding: 256 → 241 (-15)
9% less capital invested
Capital invested by funds: $1.59B → $1.45B (-$147M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
31% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 42
33% less call options, than puts
Call options by funds: $12M | Put options by funds: $17.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$17.6M |
| 2 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
+$13.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$7.27M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.88M |
| 5 |
GCM
Gator Capital Management
Tampa,
Florida
|
+$5.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$32.5M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$13.3M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$5.85M |
| 4 |
JFG
Jefferies Financial Group
New York
|
-$5.47M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.45M |
CUBI Hedge Fund Activity: Q1 2024 in Review
241 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q1 2024, worth a combined $1.45B — down 9.2% from $1.59B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of CUBI and 29 opened new positions — a net loss of 13 holders — while 87 trimmed existing stakes and 86 added.
The largest buyer was Wellington Management Group, adding an estimated $17.6M. The largest seller was Morgan Stanley, cutting an estimated $32.5M.
- 241 institutional investors held Customers Bancorp (CUBI) as of Q1 2024, down from 256 in Q4 2023.
- Funds reported $1.45B of Customers Bancorp stock for Q1 2024, down 9.2% quarter-over-quarter.
- 29 funds opened new Customers Bancorp positions in Q1 2024 and 42 closed out, a net change of -13 holders.
- The largest Customers Bancorp buyer in Q1 2024 was Wellington Management Group, an estimated $17.6M added.
- The largest Customers Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $32.5M sold.
Based on aggregated 13F filings for Q1 2024.