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CWBC

Community West Bancshares
CWBC

71 hedge funds and large institutions have $132M invested in Community West Bancshares in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $103M → $132M (+$29.1M)

6% more funds holding

Funds holding: 67 → 71 (+4)

2.38% more ownership

Funds ownership: 63.09% → 65.48% (+2.4%)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
20
Closed
9
Calls
$326K
Puts
–
Net Calls
+$326K
Net Calls Change
+$326K

Top Buyers

Rank Fund Capital Flow
1
RIP
Rhino Investment Partners
Pennsylvania
+$2.94M
2
BCM
Basswood Capital Management
New York
+$2.52M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.42M
4
SFM
Systematic Financial Management
New Jersey
+$654K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$528K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.83M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$1.44M
3
BCM
BHZ Capital Management
California
-$1.28M
4
SCP
Siena Capital Partners
Illinois
-$899K
5
E
Ergoteles
New York
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$220K +$215K +9,416 New
IFWM
52
Institute for Wealth Management
Colorado
$215K +$211K +9,220 New
ECM
53
ExodusPoint Capital Management
New York
$213K +$209K +9,138 New
PPA
54
Parametric Portfolio Associates
Washington
$210K -$52.2K -2,284 -20%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$210K – – –
Citigroup
56
Citigroup
New York
$195K +$191K +8,370 New
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$185K – – –
TWA
58
TCI Wealth Advisors
Arizona
$136K – – –
SWM
59
Spire Wealth Management
Virginia
$92K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$54K – – –
AF
61
Allworth Financial
California
$45K – – –
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$45K – – –
Bank of America
63
Bank of America
North Carolina
$37K -$4.78K -209 -12%
PA
64
Parallel Advisors
California
$23K – – –
UBS Group
65
UBS Group
Switzerland
$14K +$4.02K +176 +41%
SIC
66
Salem Investment Counselors
North Carolina
$7K – – –
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$6.02K +$4.57K +200 +345%
MAM
68
Meeder Asset Management
Ohio
$6K – – –
Osaic Holdings
69
Osaic Holdings
Arizona
$5K -$3.04K -133 -39%
NSIM
70
North Star Investment Management
Illinois
$4K – – –
OCM
71
Ovata Capital Management
Hong Kong
$2K +$2.29K +100 New
AllianceBernstein
72
AllianceBernstein
Tennessee
– -$1.44M -69,086 Closed
SCP
73
Siena Capital Partners
Illinois
– -$899K -39,346 Closed
E
74
Ergoteles
New York
– -$485K -23,333 Closed
HF
75
HRT Financial
New York
– -$321K -15,470 Closed
1 2
3
4

CWBC Hedge Fund Activity: Q1 2022 in Review

71 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2022, worth a combined $132M — up 28% from $103M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CWBC positions and 9 closed out — a net gain of 4 holders — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Rhino Investment Partners, adding an estimated $2.94M. The largest seller was Fidelity Investments, cutting an estimated $1.83M.

  • 71 institutional investors held Community West Bancshares (CWBC) as of Q1 2022, up from 67 in Q4 2021.
  • Funds reported $132M of Community West Bancshares stock for Q1 2022, up 28% quarter-over-quarter.
  • 13 funds opened new Community West Bancshares positions in Q1 2022 and 9 closed out, a net change of +4 holders.
  • The largest Community West Bancshares buyer in Q1 2022 was Rhino Investment Partners, an estimated $2.94M added.
  • The largest Community West Bancshares seller in Q1 2022 was Fidelity Investments, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2022.