Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Customers Bancorp Inc (CUBI)

275 + Investors. Track Smart Money conviction in CUBI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — CUBI

Based on 276 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CUBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
276 hedge funds hold CUBI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

157 buying119 selling
Last quarter: 157 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 50 → 54 → 38. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 20% new
167 out of 276 hedge funds have held CUBI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~38 new funds/quarter

34 → 35 → 50 → 54 → 38 new funds/Q
New funds entering each quarter: 35 → 50 → 54 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 279 holders: 187 (67%) are 2+ year veterans, 26 entered 1–2 years ago, and 66 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
49 of 275 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CUBI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CUBI

In 2026 Q1, 157 hedge funds were net buyers of CUBI (38 opened a new position, 119 added to an existing one), while 119 reduced or exited (79 trimmed, 40 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 46% of total institutional value in CUBI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 276.

Hedge Fund Ownership: CUBI

How many hedge funds hold CUBI — quarterly history vs. share price
Quarterly hedge fund ownership of CUBI vs. share price

Market Analysis: CUBI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CUBI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Customers Bancorp Inc (CUBI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CUBI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
CUBI
+8.0%
XLF
+1232.4%

CUBI outperformed XLF by -1224.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
CUBI
+3.5%
XLF
+5.8%

Since the filing became public, CUBI outperformed XLF by -2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 3 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: CUBI
275 + Investors

Track Smart Money conviction in CUBI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 275 278 -1.08%
13F Shares 33M 32M 3.78%
Total Value $2.24B $2.29B -2.18%
New Positions 38 54 -16
Increased Positions 117 105 +12
Closed Positions 41 36 +5
Reduced Positions 78 89 -11
Total Calls 2 3 -33.33%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.33 Neutral

Statistics: CUBI

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

275 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CUBI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CUBI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tieton Capital Management, LLC 6.09% 261,743 $18.2M
2 Crawford Fund Management, LLC 2.72% 203,750 $14.1M
3 Gator Capital Management, LLC 2.72% 191,571 $13.3M
4 Access Investment Management LLC 2.59% 139,940 $9.7M
5 Philadelphia Financial Management of San Francisco, LLC 2.49% 124,100 $8.6M
6 Sippican Capital Advisors 1.89% 39,754 $2.8M
7 Aristotle Capital Boston, LLC 1.23% 284,407 $19.7M
8 Hood River Capital Management LLC 1.20% 1,731,310 $120.2M
9 EJF Capital LP 1.08% 21,996 $1.5M
10 Emerald Mutual Fund Advisers Trust 0.82% 242,313 $16.8M
11 Emerald Advisers, LLC 0.75% 343,209 $23.8M
12 Heartland Advisors Inc 0.60% 170,775 $11.9M
13 De Lisle Partners LLP 0.53% 63,658 $4.4M
14 Meeder Asset Management Inc 0.43% 107,099 $7.4M
15 Pinnacle Holdings, LLC 0.39% 17,405 $1.2M
16 Mraz, Amerine & Associates, Inc. 0.37% 36,633 $2.5M
17 Driehaus Capital Management LLC 0.32% 623,514 $43.3M
18 Wakefield Asset Management LLLP 0.31% 16,848 $1.2M
19 Yorktown Management & Research Co Inc 0.28% 4,850 $337K
20 VARCOV Co. 0.24% 9,341 $648K
21 Optimize Financial Inc 0.24% 7,063 $490K
22 Bridgeway Capital Management, LLC 0.24% 172,489 $12.0M
23 Harbor Advisors LLC 0.23% 23,000 $1.6M
24 Arcus Capital Partners, LLC 0.21% 7,927 $580K
25 Militia Capital Management LLC 0.20% 12,465 $865K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Customers Bancorp Inc (CUBI)

What does the Smart Money Trend signal show for CUBI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CUBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CUBI?

Slight buying edge — 57% buying: Last quarter: 157 funds bought or added vs 119 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CUBI holders?

Elite ownership — 46% AUM from top-100 funds: 49 of 275 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CUBI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CUBI?

61% of holders stayed for 2+ years: 167 out of 276 hedge funds have held CUBI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Customers Bancorp Inc (CUBI) following the 2026 Q1 hedge fund 13F filings?

As of today, CUBI has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), CUBI has gained +8.0% vs +1232.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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