Community West BanCshares
CWBC
CWBC was delisted on the 28th of March, 2024.
27 hedge funds and large institutions have $31.9M invested in Community West BanCshares in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
4% less funds holding
Funds holding: 28 → 27 (-1)
8% less capital invested
Capital invested by funds: $34.5M → $31.9M (-$2.66M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$657K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$480K |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$396K |
| 4 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$170K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
-$931K |
| 2 |
HF
HRT Financial
New York
|
-$221K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.7K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$21.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$18.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOW
26
State of Wyoming
Cheyenne,
Wyoming
| $15.6K | -$1.48K | -103 | -8% |
|
27
Wells Fargo
San Francisco,
California
| $3.52K | +$14 | +1 | +0.4% |
|
|
BCM
28
BHZ Capital Management
San Jose,
California
| – | -$931K | -62,197 | Closed |
|
|
CAS
29
Coppell Advisory Solutions
Coppell,
Texas
| – | -$18.1K | -282 | Closed |
|
|
CASC
30
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$18.1K | -282 | Closed |
|
31
Morgan Stanley
New York
| – | -$30 | -2 | Closed |
|
CWBC Hedge Fund Activity: Q1 2023 in Review
27 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Community West BanCshares (CWBC) for Q1 2023, worth a combined $31.9M — down 7.7% from $34.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CWBC and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 9 added.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $657K. The largest seller was BHZ Capital Management, exiting entirely with an estimated $931K sold.
- 27 institutional investors held Community West BanCshares (CWBC) as of Q1 2023, down from 28 in Q4 2022.
- Funds reported $31.9M of Community West BanCshares stock for Q1 2023, down 7.7% quarter-over-quarter.
- 3 funds opened new Community West BanCshares positions in Q1 2023 and 4 closed out, a net change of -1 holder.
- The largest Community West BanCshares buyer in Q1 2023 was Kennedy Capital Management, an estimated $657K added.
- The largest Community West BanCshares seller in Q1 2023 was BHZ Capital Management, an estimated $931K sold.
Based on aggregated 13F filings for Q1 2023.