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CWBC

Community West Bancshares

66 hedge funds and large institutions have $72.6M invested in Community West Bancshares in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 7366 (-7)

26.7% less ownership

Funds ownership: 67.99%41.29% (-27%)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

46% less capital invested

Capital invested by funds: $134M → $72.6M (-$61.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
24
Closed
16
Calls
$1.27M
Puts
Net Calls
+$1.27M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$37.2K +$8.64K +449 +32%
SWM
52
Spire Wealth Management
Virginia
$28.8K
Legal & General Group
53
Legal & General Group
United Kingdom
$18.5K
AIP
54
Ameritas Investment Partners
Nebraska
$16.4K
Fidelity Investments
55
Fidelity Investments
Massachusetts
$16.2K +$2.46K +128 +19%
NA
56
NewEdge Advisors
Louisiana
$7.97K -$2.93K -152 -27%
AB
57
Amalgamated Bank
New York
$7K -$10.3K -535 -61%
TRCT
58
Tower Research Capital (TRC)
New York
$6.76K -$2.02K -105 -24%
SIC
59
Salem Investment Counselors
North Carolina
$5.97K
NSIM
60
North Star Investment Management
Illinois
$2.98K
Comerica Bank
61
Comerica Bank
Texas
$1.49K -$115 -6 -7%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.25K +$1.21K +63 New
C
63
Covestor
United Kingdom
$1K -$885 -46 -63%
Osaic Holdings
64
Osaic Holdings
Arizona
$915 +$885 +46 New
CPG
65
Cornerstone Planning Group
New Jersey
$418 +$462 +24 New
AWM
66
Avior Wealth Management
Nebraska
$19 +$19 +1 New
FL
67
Fourthstone LLC
Missouri
-$25.7M -1,150,657 Closed
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
-$12.1M -540,370 Closed
PMG
69
Private Management Group
California
-$11.9M -531,700 Closed
Hotchkis & Wiley Capital Management
70
Hotchkis & Wiley Capital Management
California
-$3.54M -158,210 Closed
American Century Companies
71
American Century Companies
Missouri
-$1.86M -83,200 Closed
EF
72
Empowered Funds
Pennsylvania
-$838K -37,499 Closed
SG
73
Sharper & Granite
California
-$232K -10,362 Closed
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
-$223K -9,965 Closed
IWC
75
Integrated Wealth Concepts
Massachusetts
-$210K -9,416 Closed

CWBC Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2024, worth a combined $72.6M — down 46% from $134M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CWBC and 9 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $2.42M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $25.7M sold.

  • 66 institutional investors held Community West Bancshares (CWBC) as of Q1 2024, down from 73 in Q4 2023.
  • Funds reported $72.6M of Community West Bancshares stock for Q1 2024, down 46% quarter-over-quarter.
  • 9 funds opened new Community West Bancshares positions in Q1 2024 and 16 closed out, a net change of -7 holders.
  • The largest Community West Bancshares buyer in Q1 2024 was Kennedy Capital Management, an estimated $2.42M added.
  • The largest Community West Bancshares seller in Q1 2024 was Fourthstone LLC, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2024.