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CWBC

Community West Bancshares

83 hedge funds and large institutions have $179M invested in Community West Bancshares in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,812% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $83K

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

8% more funds holding

Funds holding: 7783 (+6)

7% more capital invested

Capital invested by funds: $167M → $179M (+$12.2M)

1.3% more ownership

Funds ownership: 47.73%49.03% (+1.3%)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
22
Reduced
26
Closed
5
Calls
$1.59M
Puts
$83K
Net Calls
+$1.5M
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$886K -$464K -23,568 -34%
Victory Capital Management
27
Victory Capital Management
Texas
$847K +$866K +44,000 New
JSC
28
Jackson Square Capital
California
$761K -$7.58K -385 -1%
Goldman Sachs
29
Goldman Sachs
New York
$735K +$750K +38,143 New
First Manhattan
30
First Manhattan
New York
$662K
N
31
Nuveen
North Carolina
$633K
BCI
32
Brinker Capital Investments
Pennsylvania
$532K -$18.7K -948 -3%
OPS
33
Orion Portfolio Solutions
Nebraska
$532K -$18.7K -948 -3%
Invesco
34
Invesco
Georgia
$431K -$301K -15,281 -41%
KPWS
35
Kestra Private Wealth Services
Texas
$429K +$149K +7,569 +51%
Barclays
36
Barclays
United Kingdom
$425K +$302K +15,343 +229%
PH
37
Pinnacle Holdings
Oklahoma
$422K
EMFAT
38
Emerald Mutual Fund Advisers Trust
Pennsylvania
$369K
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$365K -$57.4K -2,915 -13%
Two Sigma Investments
40
Two Sigma Investments
New York
$324K +$331K +16,831 New
BMCM
41
Black Maple Capital Management
Wisconsin
$320K -$149K -7,588 -31%
PWAC
42
Private Wealth Advisors (California)
California
$280K +$1.77K +90 +0.6%
MYIA
43
Mount Yale Investment Advisors
Colorado
$279K
Wells Fargo
44
Wells Fargo
California
$270K +$6.55K +333 +2%
Citigroup
45
Citigroup
New York
$256K +$173K +8,787 +195%
Bank of America
46
Bank of America
North Carolina
$239K +$13.6K +690 +6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$237K +$6.28K +319 +3%
BAG
48
Bridgewealth Advisory Group
California
$236K
CW
49
Channel Wealth
California
$228K -$9.33K -474 -4%
First Trust Advisors
50
First Trust Advisors
Illinois
$221K +$225K +11,459 New

CWBC Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2024, worth a combined $179M — up 7.3% from $167M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CWBC positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.94M. The largest seller was Siena Capital Partners, cutting an estimated $1.08M.

  • 83 institutional investors held Community West Bancshares (CWBC) as of Q3 2024, up from 77 in Q2 2024.
  • Funds reported $179M of Community West Bancshares stock for Q3 2024, up 7.3% quarter-over-quarter.
  • 11 funds opened new Community West Bancshares positions in Q3 2024 and 5 closed out, a net change of +6 holders.
  • The largest Community West Bancshares buyer in Q3 2024 was Fourthstone LLC, an estimated $2.94M added.
  • The largest Community West Bancshares seller in Q3 2024 was Siena Capital Partners, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2024.