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CWBC

Community West Bancshares
CWBC

62 hedge funds and large institutions have $104M invested in Community West Bancshares in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $95.2M → $104M (+$8.63M)

5% more funds holding

Funds holding: 59 → 62 (+3)

1.34% more ownership

Funds ownership: 61.43% → 62.78% (+1.3%)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$4.72M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$544K
4
SFM
Systematic Financial Management
New Jersey
+$343K
5
Citigroup
Citigroup
New York
+$282K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.21M
2
PMG
Private Management Group
California
-$783K
3
Millennium Management
Millennium Management
New York
-$616K
4
BCM
Basswood Capital Management
New York
-$573K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$448K -$139K -7,145 -25%
Citigroup
27
Citigroup
New York
$434K +$282K +14,489 +242%
CSC
28
Caldwell Sutter Capital
California
$425K +$390K +20,043 New
PH
29
Pinnacle Holdings
Oklahoma
$417K – – –
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$412K -$46.2K -2,374 -11%
BCM
31
BHZ Capital Management
California
$395K – – –
Northern Trust
32
Northern Trust
Illinois
$386K – – –
FFG
33
Ford Financial Group
California
$385K +$19 +1 +0%
Morgan Stanley
34
Morgan Stanley
New York
$358K +$139K +7,155 +73%
GC
35
Globeflex Capital
California
$342K – – –
Invesco
36
Invesco
Georgia
$311K -$1.46K -75 -0.5%
Wells Fargo
37
Wells Fargo
California
$296K -$5.51K -283 -2%
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$226K +$12.3K +629 +6%
SG
39
Sharper & Granite
California
$219K +$202K +10,362 New
Man Group
40
Man Group
United Kingdom
$219K +$201K +10,336 New
FAIM
41
Financial Advocates Investment Management
Washington
$212K – – –
DRZID
42
DePrince Race & Zollo Inc (DRZ)
Florida
$211K +$194K +9,965 New
Russell Investments Group
43
Russell Investments Group
United Kingdom
$191K – – –
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$148K -$17.5K -900 -11%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$141K +$3.29K +169 +3%
TWA
46
TCI Wealth Advisors
Arizona
$123K – – –
Barclays
47
Barclays
United Kingdom
$105K +$84.4K +4,330 +711%
Lazard Asset Management
48
Lazard Asset Management
New York
$85K +$6.12K +314 +8%
JP Morgan Chase
49
JP Morgan Chase
New York
$43K -$32.3K -1,659 -45%
AF
50
Allworth Financial
California
$40.5K – – –
1
2
3

CWBC Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2022, worth a combined $104M — up 9.1% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CWBC positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.72M. The largest seller was Fidelity Investments, cutting an estimated $2.21M.

  • 62 institutional investors held Community West Bancshares (CWBC) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $104M of Community West Bancshares stock for Q4 2022, up 9.1% quarter-over-quarter.
  • 6 funds opened new Community West Bancshares positions in Q4 2022 and 3 closed out, a net change of +3 holders.
  • The largest Community West Bancshares buyer in Q4 2022 was Fourthstone LLC, an estimated $4.72M added.
  • The largest Community West Bancshares seller in Q4 2022 was Fidelity Investments, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2022.