Institutional shares held 27 Million
201K calls
249K puts
Total value of holdings $1.21B
$9.03M calls
$11.2M puts
Market Cap $1.46B
32,475,500 Shares Out.
Institutional ownership 83.03%
# of Institutions 247


Latest Institutional Activity in CUBI

Top Purchases

Q1 2024
Wellington Management Group LLP Shares Held: 2.05M ($92.1M)
Q1 2024
Intrinsic Edge Capital Management LLC Shares Held: 250K ($11.2M)
Q1 2024
American Century Companies Inc Shares Held: 599K ($26.9M)
Q1 2024
Vanguard Group Inc Shares Held: 2.19M ($98.3M)
Q1 2024
Gator Capital Management, LLC Shares Held: 110K ($4.95M)

Top Sells

Q1 2024
Toroso Investments, LLC Shares Held: 197K ($8.87M)
Q1 2024
Assenagon Asset Management S.A. Shares Held: 72.1K ($3.24M)
Q1 2024
Jacobs Levy Equity Management, Inc Shares Held: 358K ($16.1M)
Q1 2024
Driehaus Capital Management LLC Shares Held: 602K ($27.1M)
Q1 2024
Aristotle Capital Boston, LLC Shares Held: 403K ($18.1M)

About CUBI

Customers Bancorp, Inc. operates as the bank holding company for Customers Bank that provides financial products and services to individual consumers, and small and middle market businesses. The company offers deposits products, including checking, savings, MMDA, and other deposits accounts. It offers loan products, including commercial mortgage warehouse loans, multi-family and commercial real estate loans, business banking, small business loans, equipment financing, residential mortgage loans, and installment loans. It also offers traditional banking activities, including mobile phone banking, internet banking, wire transfers, electronic bill payment, lock box services, remote deposit capture services, courier services, merchant processing services, cash vault, controlled disbursements, positive pay, cash management services, such as account reconciliation, collections, and sweep accounts. It operates 12 full-service branches, as well as limited production and administrative offices in Southeastern Pennsylvania, including Bucks, Berks, Chester, Philadelphia, and Delaware Counties; Harrisburg, Pennsylvania; Rye Brook and New York; Hamilton, New Jersey; Boston, Massachusetts; Providence, Rhode Island; Portsmouth, New Hampshire; Manhattan and Melville, New York; Washington D.C.; Chicago, Illinois; Dallas, Texas; Orlando, Florida; and Wilmington, North Carolina. Customers Bancorp, Inc. was founded in 1994 and is headquartered in West Reading, Pennsylvania.


Insider Transactions at CUBI

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
248K Shares
From 18 Insiders
Grant, award, or other acquisition 146K shares
Exercise of conversion of derivative security 102K shares
Sell / Disposition
402K Shares
From 16 Insiders
Open market or private sale 322K shares
Payment of exercise price or tax liability 60.6K shares
Bona fide gift 19.5K shares

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