Customers Bancorp (CUBI) Institutional Ownership

$46.95
-2.58 (-5.21%)
(As of 03:29 PM ET)

Institutional Ownership Changes (13F Filings) for Customers Bancorp (NYSE:CUBI)

Current
Institutional Ownership
Percentage
89.29%
Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$189.40M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$104.51M
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CUBI Institutional Buying and Selling by Quarter

Customers Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Assenagon Asset Management S.A.72,135$3.83M0.0%-60.6%0.229%
4/23/2024 Raymond James Financial Services Advisors Inc.68,795$3.65M0.0%+40.2%0.218%
4/19/2024 Denali Advisors LLC34,344$1.82M0.5%-59.6%0.109%
4/18/2024 Allspring Global Investments Holdings LLC261,847$13.89M0.0%+2.8%0.832%
3/25/2024Quadrature Capital Ltd10,508$605K0.0%-28.6%0.033%
3/22/2024PNC Financial Services Group Inc.5,557$320K0.0%-8.9%0.018%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund71,000$4.09M0.0%+51.1%0.225%
3/11/2024Vanguard Group Inc.2,075,266$119.58M0.0%-3.7%6.590%
3/5/2024Wellington Management Group LLP1,715,054$98.82M0.0%-19.6%5.446%
2/13/2024Quantedge Capital Pte Ltd89,200$5.14M2.5%+40.9%0.285%
2/13/2024Rafferty Asset Management LLC57,848$3.33M0.0%-6.9%0.185%
2/12/2024Eagle Asset Management Inc.63,860$3.68M0.0%N/A0.204%
2/12/2024Alpha DNA Investment Management LLC9,260$534K0.2%-41.7%0.030%
2/12/2024TFO Wealth Partners LLC5,801$334K0.0%+41,335.7%0.019%
2/12/2024Pacific Ridge Capital Partners LLC45,367$2.61M0.5%-20.9%0.145%
2/9/2024US Bancorp DE11,230$647K0.0%+1,063.7%0.036%
2/9/2024Affinity Investment Advisors LLC11,426$658K0.4%-41.9%0.037%
2/9/2024Tieton Capital Management LLC238,648$13.75M7.8%-1.5%0.764%
2/9/2024Aigen Investment Management LP3,625$209K0.0%N/A0.012%
2/9/2024Quest Partners LLC5,415$312K0.1%N/A0.017%
2/9/2024Trexquant Investment LP28,657$1.65M0.0%N/A0.092%
2/9/2024Coldstream Capital Management Inc.3,785$218K0.0%N/A0.012%
2/9/2024PNC Financial Services Group Inc.5,557$320K0.0%-8.9%0.018%
2/8/2024Great Lakes Advisors LLC290,585$16.74M0.2%-0.9%0.930%
2/8/2024Janney Montgomery Scott LLC13,190$760K0.0%-9.1%0.042%
2/8/2024Massachusetts Financial Services Co. MA31,566$1.82M0.0%+6.3%0.101%
2/7/2024Principal Financial Group Inc.147,410$8.49M0.0%-3.2%0.472%
2/7/2024Dimensional Fund Advisors LP2,153,952$124.11M0.0%+1.9%6.893%
2/7/2024BNP Paribas Financial Markets49,459$2.85M0.0%-38.8%0.158%
2/7/2024Teacher Retirement System of Texas14,958$862K0.0%N/A0.048%
2/7/2024Access Investment Management LLC281,055$16.19M6.0%N/A0.899%
2/7/2024Versor Investments LP4,098$236K0.0%N/A0.013%
2/6/2024Charles Schwab Investment Management Inc.407,920$23.50M0.0%+9.5%1.305%
2/6/2024LSV Asset Management353,400$20.36M0.0%-3.0%1.131%
2/6/2024 Amalgamated Bank10,808$623K0.0%-2.9%0.035%
2/6/2024Swiss National Bank58,600$3.38M0.0%-10.4%0.188%
2/5/2024Victory Capital Management Inc.44,794$2.58M0.0%-9.9%0.143%
2/5/2024Mach 1 Financial Group LLC8,154$470K0.2%-42.0%0.026%
2/5/2024 SummerHaven Investment Management LLC20,202$1.16M0.7%+1.0%0.065%
2/5/2024Russell Investments Group Ltd.111,643$6.43M0.0%-9.3%0.357%
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2/2/2024Truist Financial Corp11,156$643K0.0%-3.1%0.036%
2/2/2024Semanteon Capital Management LP19,701$1.14M0.8%N/A0.063%
2/2/2024Bailard Inc.13,900$801K0.0%N/A0.044%
2/1/2024Yousif Capital Management LLC15,582$898K0.0%+11.3%0.050%
2/1/2024 GAMMA Investing LLC1,454$78K0.0%N/A0.005%
2/1/2024New York State Common Retirement Fund52,515$3.03M0.0%-8.1%0.168%
2/1/2024Illinois Municipal Retirement Fund15,328$883K0.0%-13.5%0.049%
2/1/2024Hussman Strategic Advisors Inc.42,000$2.42M0.6%-45.8%0.134%
2/1/2024 CWM LLC1,930$111K0.0%-12.4%0.006%
1/31/2024Federated Hermes Inc.138,196$7.96M0.0%+3,784.1%0.442%
1/31/2024Mraz Amerine & Associates Inc.44,412$2.56M0.5%-0.8%0.142%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 7,381$425K0.0%+55.8%0.024%
1/30/2024 Cookson Peirce & Co. Inc.4,068$234K0.0%N/A0.013%
1/30/2024Mackenzie Financial Corp4,133$238K0.0%N/A0.013%
1/30/2024Cornercap Investment Counsel Inc.21,755$1.25M0.2%N/A0.070%
1/30/2024Vontobel Holding Ltd.5,456$314K0.0%N/A0.017%
1/29/2024 Louisiana State Employees Retirement System14,100$812K0.0%N/A0.045%
1/26/2024Mutual of America Capital Management LLC4,948$285K0.0%N/A0.016%
1/25/2024 Allspring Global Investments Holdings LLC254,800$14.68M0.0%-13.1%0.815%
1/25/2024Wakefield Asset Management LLLP21,920$1.26M0.5%+9.3%0.070%
1/25/2024Nisa Investment Advisors LLC7,152$412K0.0%-7.5%0.023%
1/24/2024 DekaBank Deutsche Girozentrale5,455$322K0.0%+58.1%0.017%
1/24/2024New York State Teachers Retirement System37,392$2.16M0.0%-2.8%0.120%
1/24/2024Advisors Preferred LLC23,271$1.30M0.2%N/A0.074%
1/23/2024 Arcus Capital Partners LLC3,178$183K0.1%-61.8%0.010%
1/23/2024 Sageworth Trust Co5,452$314K0.0%N/A0.017%
1/17/2024 Assenagon Asset Management S.A.183,169$10.55M0.0%+99.4%0.586%
1/16/2024 Raymond James Financial Services Advisors Inc.49,083$2.83M0.0%+458.0%0.157%
1/16/2024 Raymond James & Associates30,248$1.74M0.0%+223.3%0.097%
1/12/2024SG Americas Securities LLC7,011$404K0.0%N/A0.022%
1/9/2024 First Hawaiian Bank11,130$641K0.0%-14.1%0.036%
1/5/2024 Exchange Traded Concepts LLC7,378$425K0.0%-33.2%0.024%
12/18/2023Vanguard Group Inc.2,154,297$74.22M0.0%-0.6%6.894%
12/1/2023Wellington Management Group LLP2,132,205$73.45M0.0%+28.7%6.823%
11/30/2023American Century Companies Inc.364,767$12.57M0.0%+14.6%1.167%
11/17/2023Jacobs Levy Equity Management Inc.592,420$20.41M0.1%-1.0%1.886%
11/15/2023Toroso Investments LLC389,246$13.41M0.4%-19.3%1.239%
11/15/2023GSA Capital Partners LLP27,644$952K0.1%N/A0.088%
11/15/2023Kennedy Capital Management LLC155,360$5.35M0.1%+3.6%0.495%
11/15/2023EJF Capital LLC53,200$1.83M0.8%+39.3%0.169%
11/14/2023Quadrature Capital Ltd14,707$507K0.0%+29.3%0.047%
11/14/2023Lazard Asset Management LLC22,965$791K0.0%+29.3%0.073%
11/14/2023Corton Capital Inc.9,868$340K0.2%-35.9%0.032%
11/14/2023Numerai GP LLC10,528$363K0.1%N/A0.034%
11/14/2023O Shaughnessy Asset Management LLC17,595$606K0.0%N/A0.056%
11/13/2023C M Bidwell & Associates Ltd.3,265$112K0.1%N/A0.010%
11/13/2023Algert Global LLC73,121$2.52M0.1%-53.7%0.234%
11/13/2023Federated Hermes Inc.3,558$123K0.0%+29,550.0%0.011%
11/13/2023Healthcare of Ontario Pension Plan Trust Fund47,000$1.62M0.0%N/A0.150%
11/13/2023Dark Forest Capital Management LP12,453$429K0.0%-40.3%0.040%
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11/13/2023Brandywine Global Investment Management LLC95,078$3.28M0.0%+16.0%0.304%
11/13/2023Quantedge Capital Pte Ltd63,300$2.18M1.2%N/A0.203%
11/13/2023WINTON GROUP Ltd11,434$394K0.0%N/A0.037%
11/13/2023Mraz Amerine & Associates Inc.44,786$1.54M0.3%-0.8%0.143%
11/13/2023Rafferty Asset Management LLC62,112$2.14M0.0%-24.7%0.199%
11/13/2023Pacific Ridge Capital Partners LLC57,330$1.98M0.5%-15.5%0.183%
11/13/2023PNC Financial Services Group Inc.6,100$210K0.0%-5.8%0.020%
11/9/2023Rhumbline Advisers90,050$3.10M0.0%-3.3%0.288%
11/9/2023Deutsche Bank AG14,688$506K0.0%-77.2%0.047%
11/9/2023Citigroup Inc.44,341$1.53M0.0%-45.3%0.142%
(Data available from 1/1/2016 forward)

CUBI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CUBI shares?

During the previous two years, 192 institutional investors and hedge funds held shares of Customers Bancorp. The most heavily invested institutionals were Dimensional Fund Advisors LP ($124.11M), Vanguard Group Inc. ($119.58M), Wellington Management Group LLP ($98.82M), Lord Abbett & CO. LLC ($76.74M), JPMorgan Chase & Co. ($23.56M), Charles Schwab Investment Management Inc. ($23.50M), and Jacobs Levy Equity Management Inc. ($20.41M).Learn more on CUBI's institutional investors.

What percentage of Customers Bancorp stock is owned by institutional investors?

89.29% of Customers Bancorp stock is owned by institutional investors. Learn more on CUBI's institutional investor holdings.

Which institutional investors have been buying Customers Bancorp stock?

Of the 160 institutional investors that purchased Customers Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($739.48K), Thrivent Financial for Lutherans ($587.47K), Victory Capital Management Inc. ($560.93K), Allspring Global Investments Holdings LLC ($501.42K), Wellington Management Group LLP ($475.91K), Federated Hermes Inc. ($403.15K), and Assenagon Asset Management S.A. ($400.01K).

How much institutional buying is happening at Customers Bancorp?

Institutional investors have bought a total of 10,608,261 shares in the last 24 months. This purchase volume represents approximately $371.41M in transactions.

Which Customers Bancorp major shareholders have been selling company stock?

Of the 106 institutional investors that sold Customers Bancorp stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($1.03M), Assenagon Asset Management S.A. ($462.38K), Wellington Management Group LLP ($417.15K), Dimensional Fund Advisors LP ($386.31K), Lord Abbett & CO. LLC ($303.65K), Basswood Capital Management L.L.C. ($277.59K), and Thrivent Financial for Lutherans ($211.52K).

How much institutional selling is happening at Customers Bancorp?

Institutional investors have sold a total of 5,822,225 shares in the last 24 months. This volume of shares sold represents approximately $219.69M in transactions.


This page (NYSE:CUBI) was last updated on 4/26/2024 by MarketBeat.com Staff

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