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CWBC

Community West Bancshares
CWBC

73 hedge funds and large institutions have $134M invested in Community West Bancshares in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

60% more capital invested

Capital invested by funds: $83.9M → $134M (+$50.6M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

4% more funds holding

Funds holding: 70 → 73 (+3)

0.99% more ownership

Funds ownership: 67% → 67.99% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
24
Reduced
21
Closed
4
Calls
$447K
Puts
–
Net Calls
+$447K
Net Calls Change
+$439K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.59M
2
Morgan Stanley
Morgan Stanley
New York
+$701K
3
SFM
Systematic Financial Management
New Jersey
+$421K
4
LPL Financial
LPL Financial
California
+$289K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$268K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.88M
2
FL
Fourthstone LLC
Missouri
-$511K
3
Two Sigma Investments
Two Sigma Investments
New York
-$258K
4
FAIM
Financial Advocates Investment Management
Washington
-$189K
5
TI
Trexquant Investment
Connecticut
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
PH
26
Pinnacle Holdings
Oklahoma
$495K – – –
CSC
27
Caldwell Sutter Capital
California
$448K – – –
Bank of America
28
Bank of America
North Carolina
$400K +$85.8K +4,911 +38%
PIA
29
Perennial Investment Advisors
California
$380K -$20.1K -1,150 -6%
LPL Financial
30
LPL Financial
California
$369K +$289K +16,520 New
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$358K +$80.2K +4,594 +40%
Wells Fargo
32
Wells Fargo
California
$335K +$10.6K +607 +4%
N
33
Nuveen
North Carolina
$334K +$36.6K +2,095 +16%
PWAC
34
Private Wealth Advisors (California)
California
$327K +$1.73K +99 +0.7%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$326K -$50.7K -2,900 -17%
KPWS
36
Kestra Private Wealth Services
Texas
$326K +$1.31K +75 +0.5%
GC
37
Globeflex Capital
California
$321K – – –
RA
38
Regis Acquisition
Colorado
$308K – – –
Barclays
39
Barclays
United Kingdom
$307K +$206K +11,792 +611%
BAG
40
Bridgewealth Advisory Group
California
$274K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$261K +$204K +11,686 New
UBS Group
42
UBS Group
Switzerland
$245K +$95.1K +5,447 +99%
TI
43
Trexquant Investment
Connecticut
$236K -$164K -9,368 -47%
JP Morgan Chase
44
JP Morgan Chase
New York
$234K +$53.6K +3,069 +41%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$234K -$4.3K -246 -2%
SG
46
Sharper & Granite
California
$232K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$223K +$27.4K +1,569 +19%
IWC
48
Integrated Wealth Concepts
Massachusetts
$210K +$164K +9,416 New
DA
49
Denali Advisors
California
$165K – – –
MIM
50
MetLife Investment Management
New Jersey
$121K – – –
1
2
3 4

CWBC Hedge Fund Activity: Q4 2023 in Review

73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2023, worth a combined $134M — up 60% from $83.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CWBC positions and 4 closed out — a net gain of 3 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $1.59M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.88M.

  • 73 institutional investors held Community West Bancshares (CWBC) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $134M of Community West Bancshares stock for Q4 2023, up 60% quarter-over-quarter.
  • 7 funds opened new Community West Bancshares positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest Community West Bancshares buyer in Q4 2023 was BlackRock, an estimated $1.59M added.
  • The largest Community West Bancshares seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2023.