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CWBC

Community West Bancshares
CWBC

62 hedge funds and large institutions have $104M invested in Community West Bancshares in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $95.2M → $104M (+$8.63M)

5% more funds holding

Funds holding: 59 → 62 (+3)

1.34% more ownership

Funds ownership: 61.43% → 62.78% (+1.3%)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$4.72M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$544K
4
SFM
Systematic Financial Management
New Jersey
+$343K
5
Citigroup
Citigroup
New York
+$282K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.21M
2
PMG
Private Management Group
California
-$783K
3
Millennium Management
Millennium Management
New York
-$616K
4
BCM
Basswood Capital Management
New York
-$573K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$40.2K -$8.38K -430 -18%
UBS Group
52
UBS Group
Switzerland
$31.5K +$13.3K +684 +85%
SWM
53
Spire Wealth Management
Virginia
$28K – – –
PA
54
Parallel Advisors
California
$21.2K – – –
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$12.7K +$55.6K +2,855 +0.5%
Bank of America
56
Bank of America
North Carolina
$7.24K +$429 +22 +7%
SIC
57
Salem Investment Counselors
North Carolina
$6.35K – – –
Osaic Holdings
58
Osaic Holdings
Arizona
$4K +$19 +1 +0.6%
NSIM
59
North Star Investment Management
Illinois
$3.18K – – –
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.23K -$1.95K -100 -63%
TRCT
61
Tower Research Capital (TRC)
New York
$1K -$623 -32 -33%
S
62
SignatureFD
Georgia
$911 +$838 +43 New
TI
63
Trexquant Investment
Connecticut
– -$238K -13,460 Closed
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
– -$182K -10,297 Closed
CA
65
Crewe Advisors
Utah
– -$2K -98 Closed
1 2
3

CWBC Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2022, worth a combined $104M — up 9.1% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CWBC positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.72M. The largest seller was Fidelity Investments, cutting an estimated $2.21M.

  • 62 institutional investors held Community West Bancshares (CWBC) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $104M of Community West Bancshares stock for Q4 2022, up 9.1% quarter-over-quarter.
  • 6 funds opened new Community West Bancshares positions in Q4 2022 and 3 closed out, a net change of +3 holders.
  • The largest Community West Bancshares buyer in Q4 2022 was Fourthstone LLC, an estimated $4.72M added.
  • The largest Community West Bancshares seller in Q4 2022 was Fidelity Investments, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2022.