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CWBC

Community West Bancshares

77 hedge funds and large institutions have $167M invested in Community West Bancshares in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 9 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,589% more call options, than puts

Call options by funds: $782K | Put options by funds: $9K

300% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 9

130% more capital invested

Capital invested by funds: $72.6M → $167M (+$94M)

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

17% more funds holding

Funds holding: 6677 (+11)

6.44% more ownership

Funds ownership: 41.29%47.73% (+6.4%)

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
36
Reduced
9
Closed
15
Calls
$782K
Puts
$9K
Net Calls
+$773K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
JSC
26
Jackson Square Capital
California
$738K +$700K +39,900 New
Invesco
27
Invesco
Georgia
$696K +$3.81K +217 +0.6%
First Manhattan
28
First Manhattan
New York
$636K +$603K +34,358 New
N
29
Nuveen
North Carolina
$608K +$315K +17,943 +120%
Jane Street
30
Jane Street
New York
$569K +$540K +30,769 New
BCI
31
Brinker Capital Investments
Pennsylvania
$529K +$111K +6,333 +28%
OPS
32
Orion Portfolio Solutions
Nebraska
$529K +$111K +6,333 +28%
BMCM
33
Black Maple Capital Management
Wisconsin
$447K +$424K +24,182 New
Morgan Stanley
34
Morgan Stanley
New York
$447K +$55K +3,136 +15%
PH
35
Pinnacle Holdings
Oklahoma
$405K
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$405K +$191K +10,885 +99%
EMFAT
37
Emerald Mutual Fund Advisers Trust
Pennsylvania
$355K +$336K +19,169 New
KPWS
38
Kestra Private Wealth Services
Texas
$272K +$1.37K +78 +0.5%
MYIA
39
Mount Yale Investment Advisors
Colorado
$268K +$254K +14,497 New
PWAC
40
Private Wealth Advisors (California)
California
$267K +$1.77K +101 +0.7%
LPL Financial
41
LPL Financial
California
$259K -$43.8K -2,497 -15%
Wells Fargo
42
Wells Fargo
California
$253K +$68.6K +3,908 +40%
CW
43
Channel Wealth
California
$228K +$216K +12,324 New
BAG
44
Bridgewealth Advisory Group
California
$226K
Deutsche Bank
45
Deutsche Bank
Germany
$223K +$112K +6,386 +112%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$220K +$210K +11,950 New
Bank of America
47
Bank of America
North Carolina
$217K +$109K +6,198 +112%
SG
48
Sharper & Granite
California
$192K +$182K +10,362 New
MIM
49
MetLife Investment Management
New Jersey
$171K +$101K +5,775 +168%
CF
50
Corebridge Financial
Texas
$168K +$160K +9,106 New

CWBC Hedge Fund Activity: Q2 2024 in Review

77 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2024, worth a combined $167M — up 130% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CWBC positions and 15 closed out — a net gain of 11 holders — while 36 added to existing stakes and 9 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $30.2M. The largest seller was Acadian Asset Management, cutting an estimated $1.23M.

  • 77 institutional investors held Community West Bancshares (CWBC) as of Q2 2024, up from 66 in Q1 2024.
  • Funds reported $167M of Community West Bancshares stock for Q2 2024, up 130% quarter-over-quarter.
  • 26 funds opened new Community West Bancshares positions in Q2 2024 and 15 closed out, a net change of +11 holders.
  • The largest Community West Bancshares buyer in Q2 2024 was Fourthstone LLC, an estimated $30.2M added.
  • The largest Community West Bancshares seller in Q2 2024 was Acadian Asset Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2024.