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CWBC

Community West Bancshares
CWBC

65 hedge funds and large institutions have $117M invested in Community West Bancshares in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

12% more capital invested

Capital invested by funds: $104M → $117M (+$12.9M)

5% more funds holding

Funds holding: 62 → 65 (+3)

1.96% more ownership

Funds ownership: 62.78% → 64.73% (+2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $123K

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
17
Closed
10
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$12.4M
2
Millennium Management
Millennium Management
New York
+$2.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.38M
4
Jane Street
Jane Street
New York
+$1.17M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$966K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$4.11M
2
BCM
Basswood Capital Management
New York
-$4.06M
3
PMG
Private Management Group
California
-$3.23M
4
Ameriprise
Ameriprise
Minnesota
-$2.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$675K +$214K +9,200 +39%
HF
27
HRT Financial
New York
$617K +$697K +30,007 New
Two Sigma Investments
28
Two Sigma Investments
New York
$596K +$182K +7,822 +37%
JP Morgan Chase
29
JP Morgan Chase
New York
$513K +$532K +22,892 +1,125%
BCI
30
Brinker Capital Investments
Pennsylvania
$480K -$295K -12,713 -35%
OPS
31
Orion Portfolio Solutions
Nebraska
$480K +$542K +23,340 New
Citigroup
32
Citigroup
New York
$459K +$42.6K +1,835 +9%
PH
33
Pinnacle Holdings
Oklahoma
$456K +$57.7K +2,485 +13%
Goldman Sachs
34
Goldman Sachs
New York
$455K +$514K +22,111 New
QC
35
Quadrature Capital
United Kingdom
$424K +$479K +20,626 New
CSC
36
Caldwell Sutter Capital
California
$412K – – –
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$380K +$181K +7,796 +73%
Northern Trust
38
Northern Trust
Illinois
$375K – – –
PIA
39
Perennial Investment Advisors
California
$374K +$422K +18,161 New
GC
40
Globeflex Capital
California
$332K – – –
PWAC
41
Private Wealth Advisors (California)
California
$305K +$345K +14,838 New
RA
42
Regis Acquisition
Colorado
$284K +$321K +13,800 New
Marshall Wace
43
Marshall Wace
United Kingdom
$282K +$319K +13,717 New
Citadel Advisors
44
Citadel Advisors
Florida
$277K +$313K +13,474 New
Bank of America
45
Bank of America
North Carolina
$265K +$291K +12,520 +3,661%
Wells Fargo
46
Wells Fargo
California
$247K -$46.5K -2,000 -14%
SG
47
Sharper & Granite
California
$213K – – –
FAIM
48
Financial Advocates Investment Management
Washington
$206K – – –
Barclays
49
Barclays
United Kingdom
$159K +$64.3K +2,770 +56%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$133K -$4.04K -174 -3%
1
2
3

CWBC Hedge Fund Activity: Q1 2023 in Review

65 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2023, worth a combined $117M — up 12% from $104M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CWBC positions and 10 closed out — a net gain of 3 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $12.4M. The largest seller was Kennedy Capital Management, cutting an estimated $4.11M.

  • 65 institutional investors held Community West Bancshares (CWBC) as of Q1 2023, up from 62 in Q4 2022.
  • Funds reported $117M of Community West Bancshares stock for Q1 2023, up 12% quarter-over-quarter.
  • 13 funds opened new Community West Bancshares positions in Q1 2023 and 10 closed out, a net change of +3 holders.
  • The largest Community West Bancshares buyer in Q1 2023 was Fourthstone LLC, an estimated $12.4M added.
  • The largest Community West Bancshares seller in Q1 2023 was Kennedy Capital Management, an estimated $4.11M sold.

Based on aggregated 13F filings for Q1 2023.