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CWBC

Community West Bancshares
CWBC

77 hedge funds and large institutions have $139M invested in Community West Bancshares in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $132M → $139M (+$7.15M)

2.17% more ownership

Funds ownership: 76.06% → 78.23% (+2.2%)

5% less funds holding

Funds holding: 81 → 77 (-4)

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
77
Holders Change
-4
Holders Change %
-4.94%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
+$8.37M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$695K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$627K
4
BlackRock
BlackRock
New York
+$205K
5
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
+$166K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$2.4M
2
KCM
Kennedy Capital Management
Missouri
-$1.51M
3
PMG
Private Management Group
California
-$411K
4
BCM
BHZ Capital Management
California
-$319K
5
First Trust Advisors
First Trust Advisors
Illinois
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
26
Siena Capital Partners
Illinois
$1.02M – – –
Russell Investments Group
27
Russell Investments Group
United Kingdom
$806K -$180K -8,350 -18%
CAM
28
ClariVest Asset Management
California
$787K -$55.9K -2,600 -7%
Morgan Stanley
29
Morgan Stanley
New York
$681K -$137K -6,379 -17%
Wells Fargo
30
Wells Fargo
California
$671K +$1.01K +47 +0.2%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$666K +$95.4K +4,432 +17%
Deutsche Bank
32
Deutsche Bank
Germany
$642K -$169K -7,857 -21%
ROC
33
River Oaks Capital
Minnesota
$629K – – –
Charles Schwab
34
Charles Schwab
California
$551K – – –
Fidelity Investments
35
Fidelity Investments
Massachusetts
$541K – – –
PH
36
Pinnacle Holdings
Oklahoma
$539K – – –
BC
37
Brinker Capital
Pennsylvania
$512K +$34.9K +1,621 +7%
MC
38
Menta Capital
California
$468K -$169K -7,863 -27%
TCIM
39
TIAA CREF Investment Management
New York
$467K -$46K -2,136 -9%
Bessemer Group
40
Bessemer Group
New Jersey
$452K – – –
OAM
41
Oxford Asset Management
United Kingdom
$450K -$66.2K -3,076 -13%
SFM
42
Systematic Financial Management
New Jersey
$440K -$25.8K -1,200 -6%
TA
43
Teachers Advisors
New York
$435K -$3.85K -179 -0.9%
MSL
44
Mackay Shields LLC
New York
$434K -$118K -5,500 -22%
FFG
45
Ford Financial Group
California
$426K – – –
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$415K – – –
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$381K – – –
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$298K -$72.5K -3,369 -20%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$296K – – –
SO
50
STRS Ohio
Ohio
$285K – – –
1
2
3 4

CWBC Hedge Fund Activity: Q3 2018 in Review

77 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2018, worth a combined $139M — up 5.4% from $132M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CWBC and 3 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 20 added.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $8.37M. The largest seller was Banc Funds Company, cutting an estimated $2.4M.

  • 77 institutional investors held Community West Bancshares (CWBC) as of Q3 2018, down from 81 in Q2 2018.
  • Funds reported $139M of Community West Bancshares stock for Q3 2018, up 5.4% quarter-over-quarter.
  • 3 funds opened new Community West Bancshares positions in Q3 2018 and 6 closed out, a net change of -3 holders.
  • The largest Community West Bancshares buyer in Q3 2018 was Elizabeth Park Capital Advisors, an estimated $8.37M added.
  • The largest Community West Bancshares seller in Q3 2018 was Banc Funds Company, an estimated $2.4M sold.

Based on aggregated 13F filings for Q3 2018.