Security key
23204G100
Customers Bancorp, Inc. - Common Stock (CUBI)
CUSIP: 23204G100
Q1 2014 13F Holders as of 31 Mar 2014
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 15,287,809
- Total 13F value
- $319,149,382
- Share change
- +857,974
- SEC-reported price per share
- $20.87
- Number of holders
- 100
- Value change
- +$18,165,350
- Number of buys
- 52
- Number of sells
- 37
- Shares outstanding
- 34,096,780
Holder snapshot
6 signals
Security identity
1 source field
Report period
Q1 2014
Institutions
100
Top holders
10
CUBI full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2014
Previous quarter: Q4 2013
Customers Bancorp, Inc. SEC filings
Customers Bancorp, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 23204G100
Recent filing periods:
Ownership snapshot
Top reported holders of CUBI - Customers Bancorp, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WELLINGTON MANAGEMENT GRO...
Disclosed value leader
WELLINGTON MANAGEMENT GRO...
Comparable rows
15/15
Latest evidence
31 Dec 2013
13F
Lead comparable stake: 4.5%
Showing 1-6 of 15 holder rows.
Quick read
WELLINGTON MANAGEMENT GROUP LLP leads the comparable SEC ownership view at 4.5%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Comparable ownership
Top 5
WELLINGTON MANAGEMENT GROUP LLP
4.5%
Opus Capital Group, LLC
3.7%
FMR LLC
3.5%
EAGLE BOSTON INVESTMENT MANAGEMEN...
2.5%
EMERALD ADVISERS, LLC
2.2%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP |
13F
Company
|
4.5%
|
$31,564,000
1,542,704 shares
|
— | 31 Dec 2013 |
| Opus Capital Group, LLC |
13F
Company
|
3.7%
|
$25,706,000
1,256,410 shares
|
— | 31 Dec 2013 |
| FMR LLC |
13F
Company
|
3.5%
|
$24,489,000
1,196,959 shares
|
— | 31 Dec 2013 |
| EAGLE BOSTON INVESTMENT MANAGEMENT INC |
13F
Company
|
2.5%
|
$17,461,000
853,445 shares
|
— | 31 Dec 2013 |
| EMERALD ADVISERS, LLC |
13F
Company
|
2.2%
|
$15,114,000
738,725 shares
|
— | 31 Dec 2013 |
| VANGUARD GROUP INC |
13F
Company
|
1.8%
|
$12,320,000
602,151 shares
|
— | 31 Dec 2013 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2014
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
100
Shares
15,287,809
Rows available
100
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2014 vs Q4 2013 Across Filers
Q4 2013 holders
83
Q1 2014 holders
100
Holder diff
17
| Investor | Q4 2013 Shares | Q1 2014 Shares | Share Diff | Share Chg % | Q4 2013 value | Q1 2014 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend