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Customers Bancorp

238 hedge funds and large institutions have $1.35B invested in Customers Bancorp in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 86 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

2% more capital invested

Capital invested by funds: $1.32B → $1.35B (+$28.8M)

1% less funds holding

Funds holding: 240238 (-2)

7% less call options, than puts

Call options by funds: $5.22M | Put options by funds: $5.59M

1.23% less ownership

Funds ownership: 89.9%88.67% (-1.2%)

17% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 86

Holders
238
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.13%
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
71
Reduced
86
Closed
38
Calls
$5.22M
Puts
$5.59M
Net Calls
-$371K
Net Calls Change
+$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$222M +$2.72M +54,009 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$128M -$9.38M -186,470 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$104M -$2.91M -57,835 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$104M -$2.31M -46,005 -2%
State Street
5
State Street
Massachusetts
$91.9M +$5.32M +105,880 +6%
HRCM
6
Hood River Capital Management
Florida
$71.6M +$21.2M +421,335 +40%
American Century Companies
7
American Century Companies
Missouri
$37.7M +$2.16M +42,965 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$33.3M -$173K -3,446 -0.5%
N
9
Nuveen
North Carolina
$25.8M -$1.49M -29,579 -5%
Morgan Stanley
10
Morgan Stanley
New York
$23.9M -$621K -12,351 -2%
Charles Schwab
11
Charles Schwab
California
$23.8M -$1.01M -20,182 -4%
JP Morgan Chase
12
JP Morgan Chase
New York
$20.9M +$5.37M +106,895 +33%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$20.5M -$2.97M -58,973 -12%
Northern Trust
14
Northern Trust
Illinois
$18.6M +$3.08M +61,224 +19%
ACB
15
Aristotle Capital Boston
Massachusetts
$18.2M -$2.14M -42,657 -10%
Citadel Advisors
16
Citadel Advisors
Florida
$14.9M +$6.14M +122,029 +66%
TCM
17
Tieton Capital Management
Washington
$14.1M +$2.72M +54,170 +23%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$13.6M +$4.55M +90,451 +46%
Goldman Sachs
19
Goldman Sachs
New York
$13.4M +$344K +6,835 +3%
RA
20
Royce & Associates
New York
$12.3M +$1.9M +37,788 +18%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$11.1M -$198K -3,928 -2%
LSV Asset Management
22
LSV Asset Management
Illinois
$11.1M -$3.53M -70,200 -24%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$11.1M +$2.68M +53,302 +31%
Invesco
24
Invesco
Georgia
$10.2M -$7.93M -157,812 -43%
SDIC
25
South Dakota Investment Council
South Dakota
$10M +$317K +6,298 +3%

CUBI Hedge Fund Activity: Q4 2024 in Review

238 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q4 2024, worth a combined $1.35B — up 2.2% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CUBI positions and 38 closed out — a net gain of 3 holders — while 71 added to existing stakes and 86 trimmed.

The largest buyer was Hood River Capital Management, adding an estimated $21.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $14.2M sold.

  • 238 institutional investors held Customers Bancorp (CUBI) as of Q4 2024, down from 240 in Q3 2024.
  • Funds reported $1.35B of Customers Bancorp stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 41 funds opened new Customers Bancorp positions in Q4 2024 and 38 closed out, a net change of +3 holders.
  • The largest Customers Bancorp buyer in Q4 2024 was Hood River Capital Management, an estimated $21.2M added.
  • The largest Customers Bancorp seller in Q4 2024 was Arrowstreet Capital, an estimated $14.2M sold.

Based on aggregated 13F filings for Q4 2024.