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CWBC

Community West Bancshares
CWBC

76 hedge funds and large institutions have $106M invested in Community West Bancshares in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

25% more capital invested

Capital invested by funds: $84.4M → $106M (+$21.5M)

4% more funds holding

Funds holding: 73 → 76 (+3)

0.73% more ownership

Funds ownership: 67.01% → 67.75% (+0.73%)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.22M
2
BlackRock
BlackRock
New York
+$696K
3
BCI
Brinker Capital Investments
Pennsylvania
+$604K
4
Morgan Stanley
Morgan Stanley
New York
+$580K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$395K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$902K
2
BCM
Bridgeway Capital Management
Texas
-$436K
3
PAM
Panagora Asset Management
Massachusetts
-$368K
4
Wells Fargo
Wells Fargo
California
-$365K
5
BCM
Basswood Capital Management
New York
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$164K – – –
Barclays
52
Barclays
United Kingdom
$163K +$94.7K +5,426 +159%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$146K – – –
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$140K +$4.73K +271 +4%
Deutsche Bank
55
Deutsche Bank
Germany
$126K -$13.8K -792 -10%
TWA
56
TCI Wealth Advisors
Arizona
$107K – – –
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$90.3K +$31.3K +1,797 +58%
SWM
58
Spire Wealth Management
Virginia
$72K +$68.7K +3,936 New
UBS Group
59
UBS Group
Switzerland
$54K +$27.9K +1,599 +118%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$42K – – –
AF
61
Allworth Financial
California
$35K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$30K -$18.8K -1,076 -41%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$24K +$22.7K +1,300 New
TRCT
64
Tower Research Capital (TRC)
New York
$23K -$63.5K -3,639 -75%
PA
65
Parallel Advisors
California
$18K – – –
Legal & General Group
66
Legal & General Group
United Kingdom
$16K – – –
Citigroup
67
Citigroup
New York
$14K -$25.2K -1,443 -65%
BCA
68
Berman Capital Advisors
Georgia
$13K -$454 -26 -3%
AIP
69
Ameritas Investment Partners
Nebraska
$13K – – –
Osaic Holdings
70
Osaic Holdings
Arizona
$9K +$3.4K +195 +73%
Federated Hermes
71
Federated Hermes
Pennsylvania
$8K -$3.42K -196 -30%
MAM
72
Meeder Asset Management
Ohio
$5K +$4.76K +273 New
LWM
73
Liberty Wealth Management
California
$3K – – –
NSIM
74
North Star Investment Management
Illinois
$3K – – –
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$3K +$3.28K +188 New
1 2
3
4

CWBC Hedge Fund Activity: Q1 2021 in Review

76 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2021, worth a combined $106M — up 25% from $84.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CWBC positions and 6 closed out — a net gain of 3 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $1.22M. The largest seller was Wellington Management Group, cutting an estimated $902K.

  • 76 institutional investors held Community West Bancshares (CWBC) as of Q1 2021, up from 73 in Q4 2020.
  • Funds reported $106M of Community West Bancshares stock for Q1 2021, up 25% quarter-over-quarter.
  • 9 funds opened new Community West Bancshares positions in Q1 2021 and 6 closed out, a net change of +3 holders.
  • The largest Community West Bancshares buyer in Q1 2021 was Manulife (Manufacturers Life Insurance), an estimated $1.22M added.
  • The largest Community West Bancshares seller in Q1 2021 was Wellington Management Group, an estimated $902K sold.

Based on aggregated 13F filings for Q1 2021.