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CWBC

Community West Bancshares
CWBC

70 hedge funds and large institutions have $83.9M invested in Community West Bancshares in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.83% less ownership

Funds ownership: 67.82% → 67% (-0.83%)

3% less funds holding

Funds holding: 72 → 70 (-2)

9% less capital invested

Capital invested by funds: $92.6M → $83.9M (-$8.77M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
22
Reduced
19
Closed
6
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
+$39K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$285K
2
BAG
Bridgewealth Advisory Group
California
+$188K
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$135K
4
FL
Fourthstone LLC
Missouri
+$110K
5
PMG
Private Management Group
California
+$98.1K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$776K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$363K
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$186K
4
Citadel Advisors
Citadel Advisors
Florida
-$167K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$165K
Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
26
Caldwell Sutter Capital
California
$283K – – –
TI
27
Trexquant Investment
Connecticut
$281K -$10.9K -710 -3%
Two Sigma Investments
28
Two Sigma Investments
New York
$258K +$1.53K +100 +0.6%
PIA
29
Perennial Investment Advisors
California
$256K – – –
Two Sigma Advisers
30
Two Sigma Advisers
New York
$247K -$186K -12,100 -41%
PWAC
31
Private Wealth Advisors (California)
California
$205K -$6.78K -442 -3%
KPWS
32
Kestra Private Wealth Services
Texas
$205K +$1.29K +84 +0.6%
Wells Fargo
33
Wells Fargo
California
$203K -$22.1K -1,442 -9%
GC
34
Globeflex Capital
California
$203K – – –
RA
35
Regis Acquisition
Colorado
$195K – – –
FAIM
36
Financial Advocates Investment Management
Washington
$189K -$767 -50 -0.4%
Morgan Stanley
37
Morgan Stanley
New York
$184K -$22.7K -1,482 -10%
Bank of America
38
Bank of America
North Carolina
$184K +$41.6K +2,710 +26%
N
39
Nuveen
North Carolina
$181K – – –
BAG
40
Bridgewealth Advisory Group
California
$173K +$188K +12,240 New
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$161K +$135K +8,773 +330%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$151K +$8.36K +545 +5%
SG
43
Sharper & Granite
California
$146K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$119K +$5.17K +337 +4%
JP Morgan Chase
45
JP Morgan Chase
New York
$105K -$8.89K -580 -7%
DA
46
Denali Advisors
California
$104K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$87.2K -$4.86K -317 -5%
Deutsche Bank
48
Deutsche Bank
Germany
$79.2K +$86.1K +5,615 New
UBS Group
49
UBS Group
Switzerland
$77.8K -$3.96K -258 -4%
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$76.5K +$83.2K +5,423 New
1
2
3 4

CWBC Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2023, worth a combined $83.9M — down 9.5% from $92.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CWBC and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $285K. The largest seller was Millennium Management, exiting entirely with an estimated $776K sold.

  • 70 institutional investors held Community West Bancshares (CWBC) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $83.9M of Community West Bancshares stock for Q3 2023, down 9.5% quarter-over-quarter.
  • 5 funds opened new Community West Bancshares positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Community West Bancshares buyer in Q3 2023 was BlackRock, an estimated $285K added.
  • The largest Community West Bancshares seller in Q3 2023 was Millennium Management, an estimated $776K sold.

Based on aggregated 13F filings for Q3 2023.