Question 1

Which hedge funds and institutional investors hold CUBI?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for CUBI shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for CUBI whale holdings?

Accepted Answer

Conviction level reflects how significant CUBI is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to CUBI, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for CUBI?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about CUBI?

Accepted Answer

QoQ changes for CUBI show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Wellington	3.9M	$270.0M	0.1%	$535.5B
State Street	2.0M	$138.2M	0.0%	$2896.4B
American Century	1.1M	$76.7M	0.0%	$194.3B
Invesco	314.9K	$21.9M	0.0%	$653.3B
Two Sigma	232.7K	$16.2M	0.0%	$123.9B
Renaissance Tech	179.7K	$12.5M	0.0%	$63.9B
Millennium	134.1K	$9.3M	0.0%	$240.3B
Geode Capital	112.6K	$7.8M	0.0%	$1607.5B
DFA	69.2K	$4.8M	0.0%	$481.4B
DE Shaw	61.7K	$4.3M	0.0%	$166.3B
Winton	20.8K	$1.4M	0.1%	$2.9B
Citadel	14.8K	$1.0M	0.0%	$618.5B
Citadel	11.2K	$777K	0.0%	$618.5B
Northern Trust	11.0K	$760K	0.0%	$756.6B
Point72	5.8K	$401K	0.0%	$78.1B
Marshall Wace	5.0K	$347K	0.0%	$100.4B
Franklin Templeton	1.8K	$122K	—	$408.3B
Fidelity (FMR)	506	$35K	—	$1898.4B
Neuberger Berman (Eisman)	271	$19K	—	$131.4B
AQR Capital	9	$625	—	$218.4B
LSV	4.2K	$292	0.0%	$46.4M
BlackRock	2	$139	—	$5723.5B

CUBI

Who Holds CUBI

Changes This Quarter