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CWBC

Community West Bancshares
CWBC

72 hedge funds and large institutions have $111M invested in Community West Bancshares in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $106M → $111M (+$5.38M)

2.79% less ownership

Funds ownership: 67.75% → 64.96% (-2.8%)

5% less funds holding

Funds holding: 76 → 72 (-4)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
13
Reduced
24
Closed
20
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
+$290K

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$4.82M
2
Ameriprise
Ameriprise
Minnesota
+$4.78M
3
FCM
FJ Capital Management
Virginia
+$4.32M
4
EC
EJF Capital
Virginia
+$2.31M
5
Millennium Management
Millennium Management
New York
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$12.6M
2
State Street
State Street
Massachusetts
-$3.49M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.2M
4
Northern Trust
Northern Trust
Illinois
-$1.66M
5
PAM
Panagora Asset Management
Massachusetts
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$183K +$29.6K +1,482 +20%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$181K – – –
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$159K – – –
TWA
54
TCI Wealth Advisors
Arizona
$117K – – –
SWM
55
Spire Wealth Management
Virginia
$79K – – –
Bank of America
56
Bank of America
North Carolina
$77K -$205K -10,267 -73%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$47K – – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$40K +$35.8K +1,788 +951%
AF
59
Allworth Financial
California
$38K – – –
Optiver Holding
60
Optiver Holding
Netherlands
$30K +$30K +1,501 New
Barclays
61
Barclays
United Kingdom
$24K -$153K -7,627 -86%
PA
62
Parallel Advisors
California
$20K – – –
BCA
63
Berman Capital Advisors
Georgia
$11K -$2.48K -124 -17%
MAM
64
Meeder Asset Management
Ohio
$6K – – –
PAM
65
Panagora Asset Management
Massachusetts
$5K -$1.42M -71,163 -100%
Osaic Holdings
66
Osaic Holdings
Arizona
$5K -$3.86K -193 -42%
LWM
67
Liberty Wealth Management
California
$4K – – –
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$3.75K -$94.4K -4,720 -96%
NSIM
69
North Star Investment Management
Illinois
$3K – – –
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$2K -$176K -8,815 -99%
TRCT
71
Tower Research Capital (TRC)
New York
$2K -$23.1K -1,157 -93%
Citigroup
72
Citigroup
New York
$1K -$14K -700 -92%
N
73
Nuveen
North Carolina
– -$798K -43,357 Closed
SO
74
STRS Ohio
Ohio
– -$710K -38,600 Closed
Goldman Sachs
75
Goldman Sachs
New York
– -$490K -26,620 Closed
1 2
3
4

CWBC Hedge Fund Activity: Q2 2021 in Review

72 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2021, worth a combined $111M — up 5.1% from $106M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CWBC and 16 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 13 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $4.82M. The largest seller was BlackRock, cutting an estimated $12.6M.

  • 72 institutional investors held Community West Bancshares (CWBC) as of Q2 2021, down from 76 in Q1 2021.
  • Funds reported $111M of Community West Bancshares stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 16 funds opened new Community West Bancshares positions in Q2 2021 and 20 closed out, a net change of -4 holders.
  • The largest Community West Bancshares buyer in Q2 2021 was Kennedy Capital Management, an estimated $4.82M added.
  • The largest Community West Bancshares seller in Q2 2021 was BlackRock, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2021.