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CWBC

Community West Bancshares
CWBC

72 hedge funds and large institutions have $124M invested in Community West Bancshares in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 15

1.57% more ownership

Funds ownership: 66.25% → 67.83% (+1.6%)

4% more capital invested

Capital invested by funds: $119M → $124M (+$4.99M)

3% less funds holding

Funds holding: 74 → 72 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
37
Reduced
15
Closed
6
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$5K

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$3.04M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.74M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.01M
4
Millennium Management
Millennium Management
New York
+$833K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$753K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.2M
2
NI
Numeric Investors
Massachusetts
-$1.28M
3
SCP
Siena Capital Partners
Illinois
-$696K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$557K
5
EI
EAM Investors
California
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
ClariVest Asset Management
California
$843K +$6.25K +300 +0.8%
OAM
27
Oxford Asset Management
United Kingdom
$793K +$320K +15,351 +75%
ROC
28
River Oaks Capital
Minnesota
$649K – – –
Charles Schwab
29
Charles Schwab
California
$630K – – –
Russell Investments Group
30
Russell Investments Group
United Kingdom
$622K +$105K +5,062 +22%
NI
31
Numeric Investors
Massachusetts
$600K -$1.28M -61,596 -70%
CBB
32
Citizens Business Bank
California
$595K +$556K +26,700 New
NFA
33
Nationwide Fund Advisors
Ohio
$590K -$6.25K -300 -1%
TCIM
34
TIAA CREF Investment Management
New York
$589K +$10.3K +496 +2%
Morgan Stanley
35
Morgan Stanley
New York
$577K +$42.9K +2,060 +9%
PH
36
Pinnacle Holdings
Oklahoma
$556K – – –
First Trust Advisors
37
First Trust Advisors
Illinois
$521K -$59.7K -2,865 -11%
Wells Fargo
38
Wells Fargo
California
$511K +$89.8K +4,314 +23%
Bessemer Group
39
Bessemer Group
New Jersey
$491K – – –
BC
40
Brinker Capital
Pennsylvania
$458K +$213K +10,215 +99%
Axa
41
Axa
France
$455K +$45.8K +2,200 +12%
MC
42
Menta Capital
California
$443K +$2.08K +100 +0.5%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$428K – – –
SFM
44
Systematic Financial Management
New Jersey
$388K +$187K +9,000 +107%
TA
45
Teachers Advisors
New York
$363K – – –
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$362K -$27.1K -1,300 -7%
PP
47
PDT Partners
New York
$303K +$20.8K +1,000 +8%
Ameriprise
48
Ameriprise
Minnesota
$292K – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$255K – – –
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$232K +$1.67K +80 +0.8%
1
2
3 4

CWBC Hedge Fund Activity: Q3 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2017, worth a combined $124M — up 4.2% from $119M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CWBC and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 37 added.

The largest buyer was Kennedy Capital Management, adding an estimated $3.04M. The largest seller was Fidelity Investments, cutting an estimated $2.2M.

  • 72 institutional investors held Community West Bancshares (CWBC) as of Q3 2017, down from 74 in Q2 2017.
  • Funds reported $124M of Community West Bancshares stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 4 funds opened new Community West Bancshares positions in Q3 2017 and 6 closed out, a net change of -2 holders.
  • The largest Community West Bancshares buyer in Q3 2017 was Kennedy Capital Management, an estimated $3.04M added.
  • The largest Community West Bancshares seller in Q3 2017 was Fidelity Investments, an estimated $2.2M sold.

Based on aggregated 13F filings for Q3 2017.