The divergence between passive accumulation and active selling suggests unresolved thesis tension. Monitor for upcoming earnings or credit quality updates that could break the stalemate. The 13F lag means positions may have already shifted; watch for insider buying or additional filings for confirmation.
Executive Summary
Institutional 13F cluster for CUBI shows 14 buyers accumulating $31.5M and 8 sellers reducing $27M, resulting in a modest net inflow of $4.5M. The buying is dominated by passive index funds (Invesco, BofA) while active managers (First Eagle, Voloridge, Janus Henderson) are trimming or exiting, creating a divergent signal with no clear consensus.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.5M
▲ Buyers (14)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Invesco | ADD | +71.2% | $23.8M | $9.2M |
| Sei Investments | ADD | +41.2% | $17.7M | $4.5M |
| Franklin Resources | DOUBLED | +105.1% | $9.6M | $4.7M |
| BofA | ADD | +62% | $11.4M | $4.0M |
| Victory Capital Management | ADD | +83.6% | $9.5M | $4.0M |
▼ Sellers (8)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| First Eagle Investment Management | EXIT | -100% | $10.2M | -$10.2M |
| Voloridge Investment Management | TRIM | -48.5% | $12.2M | -$6.2M |
| Janus Henderson Group | NEAR_EXIT | -84.3% | $7.3M | -$6.2M |
| Healthcare Of Ontario Pension | NEAR_EXIT | -91% | $3.7M | -$3.4M |
Key Facts
- Invesco added $9.2M (71% increase), Franklin Resources doubled its stake adding $4.7M, and Sei Investments added $4.5M.
- First Eagle exited completely ($10.2M sold), Voloridge trimmed $6.2M, and Janus Henderson near-exited $6.2M.
- Net institutional inflow of $4.5M, representing ~0.17% of market cap.
- Passive funds (BofA, Invesco) were the largest buyers; active managers dominated the sell side.
Financial Impact
14 institutions accumulated $31.5M in new positions while 8 reduced holdings by $27M, net inflow of $4.5M.
Risk Factors
- Continued active manager selling could pressure the stock if passive buying slows.
- Regional bank sector headwinds (credit quality, rate sensitivity) may justify the active exits.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-CUBI-2026-Q1 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $84.54 $85.93 | ▲ +1.64% | ▲ +0.93% | — |
Oct 8, 2026 18d ago | SC 13G | $74.60 $74.04 | ▼ −0.75% | ▼ −1.35% | — |
Jul 27, 2026 13w ago | 8-K | $79.59 $78.66 | ▼ −1.17% | ▲ +0.37% | — |
Jun 27, 2026 17w ago | Institutional Cluster | $79.12 $79.10 | ▼ −0.03% | ▼ −0.80% | — |
May 11, 2026 24w ago | Insider Cluster | $74.12 $73.91 | ▼ −0.28% | ▼ −0.15% | — |
Mar 5, 2026 33w ago | Court Ruling | $67.44 $67.03 | ▼ −0.61% | ▼ −1.48% | — |
US Market Status
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