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CWBC

Community West Bancshares

66 hedge funds and large institutions have $72.6M invested in Community West Bancshares in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 7366 (-7)

26.7% less ownership

Funds ownership: 67.99%41.29% (-27%)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

46% less capital invested

Capital invested by funds: $134M → $72.6M (-$61.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
24
Closed
16
Calls
$1.27M
Puts
Net Calls
+$1.27M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$419K +$181K +9,395 +80%
Morgan Stanley
27
Morgan Stanley
New York
$418K -$619K -32,142 -60%
CSC
28
Caldwell Sutter Capital
California
$399K
JP Morgan Chase
29
JP Morgan Chase
New York
$371K +$158K +8,185 +78%
LPL Financial
30
LPL Financial
California
$329K
N
31
Nuveen
North Carolina
$297K
PWAC
32
Private Wealth Advisors (California)
California
$293K +$1.91K +99 +0.7%
KPWS
33
Kestra Private Wealth Services
Texas
$291K +$1.41K +73 +0.5%
RA
34
Regis Acquisition
Colorado
$274K
Two Sigma Advisers
35
Two Sigma Advisers
New York
$247K -$42.3K -2,200 -15%
BAG
36
Bridgewealth Advisory Group
California
$243K
TI
37
Trexquant Investment
Connecticut
$221K +$9.97K +518 +5%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$219K +$9.8K +509 +5%
GC
39
Globeflex Capital
California
$210K -$73.4K -3,814 -27%
UBS Group
40
UBS Group
Switzerland
$199K -$18.4K -956 -9%
PIA
41
Perennial Investment Advisors
California
$199K -$135K -7,010 -41%
Wells Fargo
42
Wells Fargo
California
$194K -$101K -5,225 -35%
DA
43
Denali Advisors
California
$147K
Barclays
44
Barclays
United Kingdom
$138K -$131K -6,802 -50%
Deutsche Bank
45
Deutsche Bank
Germany
$113K +$11.9K +617 +12%
Bank of America
46
Bank of America
North Carolina
$110K -$239K -12,400 -69%
BL
47
BFSG LLC
California
$86K
MIM
48
MetLife Investment Management
New Jersey
$68.6K -$38K -1,973 -36%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$67.3K
AF
50
Allworth Financial
California
$38K

CWBC Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2024, worth a combined $72.6M — down 46% from $134M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CWBC and 9 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $2.42M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $25.7M sold.

  • 66 institutional investors held Community West Bancshares (CWBC) as of Q1 2024, down from 73 in Q4 2023.
  • Funds reported $72.6M of Community West Bancshares stock for Q1 2024, down 46% quarter-over-quarter.
  • 9 funds opened new Community West Bancshares positions in Q1 2024 and 16 closed out, a net change of -7 holders.
  • The largest Community West Bancshares buyer in Q1 2024 was Kennedy Capital Management, an estimated $2.42M added.
  • The largest Community West Bancshares seller in Q1 2024 was Fourthstone LLC, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2024.