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Customers Bancorp

240 hedge funds and large institutions have $1.32B invested in Customers Bancorp in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 66 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 66

7% more funds holding

Funds holding: 224240 (+16)

0.22% less ownership

Funds ownership: 90.12%89.9% (-0.22%)

3% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$44.1M)

64% less call options, than puts

Call options by funds: $3.72M | Put options by funds: $10.5M

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
240
Holders Change
+16
Holders Change %
+7.14%
% of All Funds
3.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
39
Increased
87
Reduced
66
Closed
21
Calls
$3.72M
Puts
$10.5M
Net Calls
-$6.74M
Net Calls Change
-$4.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$210M -$3.22M -61,806 -1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$131M -$21.1M -405,991 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$102M -$1.23M -23,651 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$101M -$3.09M -59,393 -3%
State Street
5
State Street
Massachusetts
$82.8M +$8.85M +169,982 +11%
HRCM
6
Hood River Capital Management
Florida
$48.8M +$26.1M +500,553 +91%
American Century Companies
7
American Century Companies
Missouri
$33.9M +$2.29M +43,982 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$31.9M +$934K +17,941 +3%
N
9
Nuveen
North Carolina
$26M +$2.04M +39,202 +8%
Charles Schwab
10
Charles Schwab
California
$23.7M +$625K +12,000 +2%
Morgan Stanley
11
Morgan Stanley
New York
$23.4M -$1.54M -29,628 -6%
Assenagon Asset Management
12
Assenagon Asset Management
Luxembourg
$22.3M +$11.8M +225,785 +89%
ACB
13
Aristotle Capital Boston
Massachusetts
$19.3M +$973K +18,700 +5%
Invesco
14
Invesco
Georgia
$17.1M +$1.71M +32,908 +10%
JP Morgan Chase
15
JP Morgan Chase
New York
$15M -$6.34M -121,863 -27%
Northern Trust
16
Northern Trust
Illinois
$14.9M +$561K +10,786 +3%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$14.2M +$15.9M +305,411 New
LSV Asset Management
18
LSV Asset Management
Illinois
$13.8M -$1.34M -25,800 -8%
Goldman Sachs
19
Goldman Sachs
New York
$12.4M +$1.14M +21,826 +9%
GLA
20
Great Lakes Advisors
Illinois
$12.1M -$785K -15,091 -5%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$11.6M -$212K -4,077 -2%
TCM
22
Tieton Capital Management
Washington
$11M -$39K -750 -0.3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$10.8M -$1.51M -28,947 -11%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$10.6M +$6.34M +121,871 +116%
RA
25
Royce & Associates
New York
$9.98M -$3.79M -72,773 -25%

CUBI Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2024, worth a combined $1.32B — down 3.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new CUBI positions and 21 closed out — a net gain of 18 holders — while 87 added to existing stakes and 66 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $26.1M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $25.2M.

  • 240 institutional investors held Customers Bancorp (CUBI) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.32B of Customers Bancorp stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 39 funds opened new Customers Bancorp positions in Q3 2024 and 21 closed out, a net change of +18 holders.
  • The largest Customers Bancorp buyer in Q3 2024 was Hood River Capital Management, an estimated $26.1M added.
  • The largest Customers Bancorp seller in Q3 2024 was Philadelphia Financial Management of San Francisco, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2024.