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CWBC

Community West Bancshares

70 hedge funds and large institutions have $83.9M invested in Community West Bancshares in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 67.82%67% (-0.83%)

3% less funds holding

Funds holding: 7270 (-2)

9% less capital invested

Capital invested by funds: $92.6M → $83.9M (-$8.77M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
22
Reduced
19
Closed
6
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
MetLife Investment Management
New Jersey
$76.5K
AIG
52
American International Group
New York
$70.4K +$2.73K +178 +4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$31.1K -$17.2K -1,119 -34%
Barclays
54
Barclays
United Kingdom
$27.2K -$5.54K -361 -16%
AF
55
Allworth Financial
California
$27K
TRCT
56
Tower Research Capital (TRC)
New York
$22.7K -$80.2K -5,231 -76%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$22.6K
SWM
58
Spire Wealth Management
Virginia
$20.4K
PA
59
Parallel Advisors
California
$14.1K
AB
60
Amalgamated Bank
New York
$14K
Legal & General Group
61
Legal & General Group
United Kingdom
$13.1K
AIP
62
Ameritas Investment Partners
Nebraska
$11.6K
Fidelity Investments
63
Fidelity Investments
Massachusetts
$9.81K +$4.05K +264 +61%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$7.93K
SIC
65
Salem Investment Counselors
North Carolina
$4.23K
NSIM
66
North Star Investment Management
Illinois
$2.12K
Comerica Bank
67
Comerica Bank
Texas
$1.14K +$1.24K +81 New
C
68
Covestor
United Kingdom
$1K +$705 +46 New
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$127 -$138 -9 -50%
Citigroup
70
Citigroup
New York
$71 -$45.5K -2,969 -100%
Millennium Management
71
Millennium Management
New York
-$776K -50,220 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$167K -10,817 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
-$165K -10,693 Closed
Lazard Asset Management
74
Lazard Asset Management
New York
-$13K -890 Closed
JC
75
JCSD Capital
California
-$7.72K -500 Closed

CWBC Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2023, worth a combined $83.9M — down 9.5% from $92.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CWBC and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $285K. The largest seller was Millennium Management, exiting entirely with an estimated $776K sold.

  • 70 institutional investors held Community West Bancshares (CWBC) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $83.9M of Community West Bancshares stock for Q3 2023, down 9.5% quarter-over-quarter.
  • 5 funds opened new Community West Bancshares positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Community West Bancshares buyer in Q3 2023 was BlackRock, an estimated $285K added.
  • The largest Community West Bancshares seller in Q3 2023 was Millennium Management, an estimated $776K sold.

Based on aggregated 13F filings for Q3 2023.