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CWBC

Community West Bancshares

91 hedge funds and large institutions have $183M invested in Community West Bancshares in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

10% more funds holding

Funds holding: 8391 (+8)

2% more capital invested

Capital invested by funds: $179M → $183M (+$4.08M)

0.8% more ownership

Funds ownership: 49.03%49.83% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
20
Closed
6
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$842K -$1.04M -52,028 -54%
Morgan Stanley
27
Morgan Stanley
New York
$821K -$199K -10,005 -19%
Connor, Clark & Lunn Investment Management (CC&L)
28
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$725K +$745K +37,413 New
First Manhattan
29
First Manhattan
New York
$666K
N
30
Nuveen
North Carolina
$637K
Two Sigma Investments
31
Two Sigma Investments
New York
$628K +$311K +15,616 +93%
UBS Group
32
UBS Group
Switzerland
$625K +$449K +22,564 +232%
BCI
33
Brinker Capital Investments
Pennsylvania
$533K -$2.31K -116 -0.4%
OPS
34
Orion Portfolio Solutions
Nebraska
$533K -$2.31K -116 -0.4%
Barclays
35
Barclays
United Kingdom
$493K +$67.7K +3,399 +15%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$476K -$427K -21,428 -47%
KPWS
37
Kestra Private Wealth Services
Texas
$463K +$31.8K +1,598 +7%
Invesco
38
Invesco
Georgia
$443K +$10.3K +515 +2%
BFM
39
Boothbay Fund Management
New York
$437K +$449K +22,562 New
AllianceBernstein
40
AllianceBernstein
Tennessee
$435K +$447K +22,480 New
PH
41
Pinnacle Holdings
Oklahoma
$424K
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$414K +$48.4K +2,430 +13%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$414K +$426K +21,382 New
Citadel Advisors
44
Citadel Advisors
Florida
$404K +$372K +18,706 +877%
EMFAT
45
Emerald Mutual Fund Advisers Trust
Pennsylvania
$371K -$20 -1 -0%
Bank of America
46
Bank of America
North Carolina
$342K +$105K +5,274 +43%
Deutsche Bank
47
Deutsche Bank
Germany
$334K +$224K +11,254 +188%
Squarepoint
48
Squarepoint
New York
$329K +$338K +16,983 New
Wells Fargo
49
Wells Fargo
California
$313K +$43.1K +2,164 +15%
PWAC
50
Private Wealth Advisors (California)
California
$290K +$1.67K +84 +0.6%

CWBC Hedge Fund Activity: Q4 2024 in Review

91 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2024, worth a combined $183M — up 2.3% from $179M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWBC positions and 6 closed out — a net gain of 9 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.38M. The largest seller was Fourthstone LLC, cutting an estimated $2.47M.

  • 91 institutional investors held Community West Bancshares (CWBC) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $183M of Community West Bancshares stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 15 funds opened new Community West Bancshares positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest Community West Bancshares buyer in Q4 2024 was Fidelity Investments, an estimated $4.38M added.
  • The largest Community West Bancshares seller in Q4 2024 was Fourthstone LLC, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2024.