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CUNB

CU Bancorp
CUNB

Delisted

CUNB was delisted on the 20th of October, 2017.

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55 hedge funds and large institutions have $113M invested in CU Bancorp in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

32% more capital invested

Capital invested by funds: $85.1M → $113M (+$27.6M)

20% more funds holding

Funds holding: 46 → 55 (+9)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GLAM
Gardner Lewis Asset Management
Pennsylvania
+$3.72M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.34M
3
ECA
Endeavour Capital Advisors
Connecticut
+$1.92M
4
AIS
AlphaOne Investment Services
Pennsylvania
+$1.37M
5
DAM
Davis Asset Management
California
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$692K
2
BFC
Banc Funds Company
Illinois
-$197K
3
Northern Trust
Northern Trust
Illinois
-$73.7K
4
BIT
BlackRock Institutional Trust
California
-$65.3K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$32.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
Navellier & Associates
Nevada
$455K -$6K -304 -1%
TCM
27
Telos Capital Management
California
$416K – – –
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$401K – – –
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$400K +$1.56K +79 +0.4%
RFC
30
Russell Frank Company
Washington
$349K +$291K +14,738 +1,166%
BCM
31
Bridgeway Capital Management
Texas
$317K +$288K +14,600 New
Charles Schwab
32
Charles Schwab
California
$291K – – –
Two Sigma Investments
33
Two Sigma Investments
New York
$290K +$264K +13,391 New
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$280K +$22.2K +1,125 +10%
TA
35
Teachers Advisors
New York
$277K -$25.1K -1,273 -9%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$262K – – –
Morgan Stanley
37
Morgan Stanley
New York
$188K -$692K -35,071 -80%
MLICM
38
Metropolitan Life Insurance Company (MetLife)
New York
$177K – – –
NFA
39
Nationwide Fund Advisors
Ohio
$165K +$2.05K +104 +1%
AIG
40
American International Group
New York
$136K -$4.93K -250 -4%
UBS Group
41
UBS Group
Switzerland
$136K +$124K +6,294 New
Wells Fargo
42
Wells Fargo
California
$88K +$39.5K +2,003 +97%
BA
43
BlackRock Advisors
Delaware
$82K -$8.48K -430 -10%
MCA
44
Mercer Capital Advisers
New Jersey
$67K +$61.1K +3,100 New
Bank of America
45
Bank of America
North Carolina
$65K -$1.97K -100 -3%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$52K +$23.7K +1,200 +100%
Deutsche Bank
47
Deutsche Bank
Germany
$50K +$43.9K +2,225 +2,181%
Citigroup
48
Citigroup
New York
$39K +$28.5K +1,447 +416%
Creative Planning
49
Creative Planning
Kansas
$18K +$16K +810 New
Barclays
50
Barclays
United Kingdom
$12K +$9.17K +465 +447%
1
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CUNB Hedge Fund Activity: Q4 2014 in Review

55 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in CU Bancorp (CUNB) for Q4 2014, worth a combined $113M — up 32% from $85.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CUNB positions and 2 closed out — a net gain of 10 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was Gardner Lewis Asset Management, opening a new position worth an estimated $3.72M. The largest seller was Morgan Stanley, cutting an estimated $692K.

  • 55 institutional investors held CU Bancorp (CUNB) as of Q4 2014, up from 46 in Q3 2014.
  • Funds reported $113M of CU Bancorp stock for Q4 2014, up 32% quarter-over-quarter.
  • 12 funds opened new CU Bancorp positions in Q4 2014 and 2 closed out, a net change of +10 holders.
  • The largest CU Bancorp buyer in Q4 2014 was Gardner Lewis Asset Management, an estimated $3.72M added.
  • The largest CU Bancorp seller in Q4 2014 was Morgan Stanley, an estimated $692K sold.

Based on aggregated 13F filings for Q4 2014.