Community West Bancshares
CWBC
24 hedge funds and large institutions have $39.6M invested in Community West Bancshares in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 23 → 24 (+1)
11% less capital invested
Capital invested by funds: $44.7M → $39.6M (-$5.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.26M |
| 2 |
PMG
Private Management Group
Irvine,
California
|
+$1.09M |
| 3 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$327K |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
+$192K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
-$3.05M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$968K |
| 3 |
BIG
Blackthorn Investment Group
Overland Park,
Kansas
|
-$60.1K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$17.8K |
| 5 |
Barclays
London,
United Kingdom
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSC
26
Ground Swell Capital
Folly Beach,
South Carolina
| – | -$3K | -200 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$2K | -164 | Closed |
|
CWBC Hedge Fund Activity: Q3 2014 in Review
24 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2014, worth a combined $39.6M — down 11% from $44.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CWBC positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $2.26M. The largest seller was Patriot Financial Partners, cutting an estimated $3.05M.
- 24 institutional investors held Community West Bancshares (CWBC) as of Q3 2014, up from 23 in Q2 2014.
- Funds reported $39.6M of Community West Bancshares stock for Q3 2014, down 11% quarter-over-quarter.
- 5 funds opened new Community West Bancshares positions in Q3 2014 and 4 closed out, a net change of +1 holder.
- The largest Community West Bancshares buyer in Q3 2014 was Wellington Management Group, an estimated $2.26M added.
- The largest Community West Bancshares seller in Q3 2014 was Patriot Financial Partners, an estimated $3.05M sold.
Based on aggregated 13F filings for Q3 2014.