Exploring Customers Bancorp, Inc. (CUBI) Investor Profile: Who’s Buying and Why?

Exploring Customers Bancorp, Inc. (CUBI) Investor Profile: Who’s Buying and Why?

US | Financial Services | Banks - Regional | NYSE

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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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