CU Bancorp
CUNB
CUNB was delisted on the 20th of October, 2017.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GLAM
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
|
+$3.72M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.34M |
| 3 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
+$1.92M |
| 4 |
AIS
AlphaOne Investment Services
West Chester,
Pennsylvania
|
+$1.37M |
| 5 |
DAM
Davis Asset Management
Sausalito,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$692K |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$197K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$73.7K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$65.3K |
| 5 |
Bank of New York Mellon
New York
|
-$32.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $5.75K | -$3.18K | -161 | -0.1% |
|
|
NPC
52
National Planning Corporation
El Segundo,
California
| $5.33K | +$5.13K | +260 | New |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
|
PCM
54
Prelude Capital Management
New York
| $1K | +$1.34K | +68 | New |
|
|
BRWA
55
B. Riley Wealth Advisors
Boca Raton,
Florida
| $67 | +$60.1K | +3,047 | New |
|
56
BNP Paribas Financial Markets
Paris,
France
| – | -$11.4K | -604 | Closed |
|
57
Ameriprise
Minneapolis,
Minnesota
| – | -$1K | -60 | Closed |
|
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.