Customers Bancorp, Inc. (CUBI) Bundle
Who Invests in Customers Bancorp, Inc. (CUBI) and Why?
Investor Profile Analysis for CUBI
As of Q4 2023, the investor composition for this banking institution reveals significant institutional involvement.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 84.7% |
| Retail Investors | 15.3% |
Key Institutional Investors
- BlackRock Inc.: 9.2% ownership
- Vanguard Group: 7.6% ownership
- FMR LLC: 5.4% ownership
Investment Motivations
Primary investor attractions include:
- Strong quarterly earnings growth of 18.3%
- Price-to-earnings ratio of 10.2
- Return on equity at 15.7%
Investment Strategies
| Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62% |
| Short-term Trading | 23% |
| Value Investing | 15% |
Institutional Ownership and Major Shareholders of Customers Bancorp, Inc. (CUBI)
Investor Profile Analysis for CUBI
As of Q4 2023, the investor composition for this banking institution reveals significant institutional involvement.
| Investor Type | Percentage Ownership |
|---|---|
| Institutional Investors | 84.7% |
| Retail Investors | 15.3% |
Key Institutional Investors
- BlackRock Inc.: 9.2% ownership
- Vanguard Group: 7.6% ownership
- FMR LLC: 5.4% ownership
Investment Motivations
Primary investor attractions include:
- Strong quarterly earnings growth of 18.3%
- Price-to-earnings ratio of 10.2
- Return on equity at 15.7%
Investment Strategies
| Strategy | Percentage of Investors |
|---|---|
| Long-term Hold | 62% |
| Short-term Trading | 23% |
| Value Investing | 15% |
Key Investors and Their Influence on Customers Bancorp, Inc. (CUBI)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership of the bank stands at 75.4%, representing a significant portion of total shares.
| Top Institutional Investors | Shares Held | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 4,562,817 | 12.3% |
| BlackRock Inc. | 3,987,245 | 10.7% |
| Renaissance Technologies LLC | 2,345,612 | 6.3% |
| State Street Corporation | 2,189,456 | 5.9% |
Recent institutional ownership changes reveal interesting trends:
- Total institutional investors increased by 3.2% in the last quarter
- Net institutional purchases reached $127.6 million
- Institutional investors added 1.4 million shares to their portfolios
Key institutional ownership metrics include:
- Total institutional holders: 327
- Institutional ownership percentage: 75.4%
- Institutional ownership value: $2.84 billion
Market Impact and Investor Sentiment of Customers Bancorp, Inc. (CUBI)
Key Investors and Their Impact
As of Q4 2023, the institutional investor ownership for the company stands at 84.7%.
| Top Institutional Investors | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group, Inc. | 3,246,414 | 13.4% |
| BlackRock Inc. | 2,987,655 | 12.3% |
| Wellington Management Group LLP | 1,876,432 | 7.7% |
Notable recent investor activities include:
- Dimensional Fund Advisors LP increased its position by 3.2% in Q4 2023
- State Street Corporation reduced holdings by 1.7% in the same quarter
- Renaissance Technologies LLC maintained a $24.6 million investment stake
Insider ownership currently represents 2.1% of total shares, with key executives holding significant positions.
| Insider Ownership | Number of Shares | Value |
|---|---|---|
| Executive Leadership | 512,876 | $18.3 million |
| Board of Directors | 276,543 | $9.8 million |
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