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CWBC

Community West Bancshares
CWBC

65 hedge funds and large institutions have $117M invested in Community West Bancshares in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

24% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 17

12% more capital invested

Capital invested by funds: $104M → $117M (+$12.9M)

5% more funds holding

Funds holding: 62 → 65 (+3)

1.96% more ownership

Funds ownership: 62.78% → 64.73% (+2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $123K

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
17
Closed
10
Calls
–
Puts
$123K
Net Calls
-$123K
Net Calls Change
-$123K

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$12.4M
2
Millennium Management
Millennium Management
New York
+$2.12M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.38M
4
Jane Street
Jane Street
New York
+$1.17M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$966K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$4.11M
2
BCM
Basswood Capital Management
New York
-$4.06M
3
PMG
Private Management Group
California
-$3.23M
4
Ameriprise
Ameriprise
Minnesota
-$2.4M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
51
TCI Wealth Advisors
Arizona
$120K – – –
HIM
52
Hillsdale Investment Management
Ontario, Canada
$88.7K +$100K +4,309 New
UBS Group
53
UBS Group
Switzerland
$43.6K +$14.7K +633 +43%
Lazard Asset Management
54
Lazard Asset Management
New York
$42K -$46.7K -2,010 -50%
AF
55
Allworth Financial
California
$39.3K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$39.1K – – –
SWM
57
Spire Wealth Management
Virginia
$29.8K +$2.56K +110 +8%
PA
58
Parallel Advisors
California
$20.6K – – –
DWA
59
Dorsey Wright & Associates
California
$20.4K +$23K +989 New
DA
60
Denali Advisors
California
$18.5K +$20.9K +900 New
SIC
61
Salem Investment Counselors
North Carolina
$6.17K – – –
NSIM
62
North Star Investment Management
Illinois
$3.09K – – –
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$1.19K – – –
TRCT
64
Tower Research Capital (TRC)
New York
$1K -$70 -3 -5%
S
65
SignatureFD
Georgia
$885 – – –
BCM
66
Basswood Capital Management
New York
– -$4.06M -191,467 Closed
Jacobs Levy Equity Management
67
Jacobs Levy Equity Management
New Jersey
– -$412K -19,471 Closed
BCM
68
BHZ Capital Management
California
– -$395K -18,637 Closed
FFG
69
Ford Financial Group
California
– -$385K -18,161 Closed
Invesco
70
Invesco
Georgia
– -$311K -14,669 Closed
Man Group
71
Man Group
United Kingdom
– -$219K -10,336 Closed
DRZID
72
DePrince Race & Zollo Inc (DRZ)
Florida
– -$211K -9,965 Closed
Russell Investments Group
73
Russell Investments Group
United Kingdom
– -$191K -9,015 Closed
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$148K -7,007 Closed
Osaic Holdings
75
Osaic Holdings
Arizona
– -$4K -169 Closed
1 2
3

CWBC Hedge Fund Activity: Q1 2023 in Review

65 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2023, worth a combined $117M — up 12% from $104M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CWBC positions and 10 closed out — a net gain of 3 holders — while 21 added to existing stakes and 17 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $12.4M. The largest seller was Kennedy Capital Management, cutting an estimated $4.11M.

  • 65 institutional investors held Community West Bancshares (CWBC) as of Q1 2023, up from 62 in Q4 2022.
  • Funds reported $117M of Community West Bancshares stock for Q1 2023, up 12% quarter-over-quarter.
  • 13 funds opened new Community West Bancshares positions in Q1 2023 and 10 closed out, a net change of +3 holders.
  • The largest Community West Bancshares buyer in Q1 2023 was Fourthstone LLC, an estimated $12.4M added.
  • The largest Community West Bancshares seller in Q1 2023 was Kennedy Capital Management, an estimated $4.11M sold.

Based on aggregated 13F filings for Q1 2023.