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CWBC

Community West Bancshares

91 hedge funds and large institutions have $183M invested in Community West Bancshares in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

10% more funds holding

Funds holding: 8391 (+8)

2% more capital invested

Capital invested by funds: $179M → $183M (+$4.08M)

0.8% more ownership

Funds ownership: 49.03%49.83% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
20
Closed
6
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
51
Mount Yale Investment Advisors
Colorado
$281K
Citigroup
52
Citigroup
New York
$275K +$18.3K +921 +7%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$274K +$37.6K +1,888 +15%
PW
54
Potentia Wealth
California
$254K +$261K +13,092 New
FFM
55
Forum Financial Management
Illinois
$245K +$252K +12,668 New
BAG
56
Bridgewealth Advisory Group
California
$232K
First Trust Advisors
57
First Trust Advisors
Illinois
$223K +$1.37K +69 +0.6%
CW
58
Channel Wealth
California
$223K -$6.63K -333 -3%
SG
59
Sharper & Granite
California
$201K
Mirae Asset Global ETFs Holdings
60
Mirae Asset Global ETFs Holdings
Hong Kong
$189K +$8.1K +407 +4%
MIM
61
MetLife Investment Management
New Jersey
$179K
CF
62
Corebridge Financial
Texas
$163K -$12.6K -635 -7%
JP Morgan Chase
63
JP Morgan Chase
New York
$149K +$6.09K +306 +4%
SG Americas Securities
64
SG Americas Securities
New York
$142K +$9.38K +471 +7%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$117K
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$89.1K +$20.7K +1,041 +29%
BL
67
BFSG LLC
California
$79.3K -$6.37K -320 -7%
PFSRSONJ
68
Police & Firemen's Retirement System of New Jersey
New Jersey
$66K +$67.8K +3,405 New
US Bancorp
69
US Bancorp
Minnesota
$56.3K +$57.8K +2,906 New
TRCT
70
Tower Research Capital (TRC)
New York
$40.6K +$10.5K +529 +34%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$38.7K +$7.96K +400 +25%
AF
72
Allworth Financial
California
$35.9K
AIP
73
Ameritas Investment Partners
Nebraska
$28.6K
Legal & General Group
74
Legal & General Group
United Kingdom
$28.3K
SWM
75
Spire Wealth Management
Virginia
$26.7K +$27.4K +1,376 New

CWBC Hedge Fund Activity: Q4 2024 in Review

91 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2024, worth a combined $183M — up 2.3% from $179M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWBC positions and 6 closed out — a net gain of 9 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.38M. The largest seller was Fourthstone LLC, cutting an estimated $2.47M.

  • 91 institutional investors held Community West Bancshares (CWBC) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $183M of Community West Bancshares stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 15 funds opened new Community West Bancshares positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest Community West Bancshares buyer in Q4 2024 was Fidelity Investments, an estimated $4.38M added.
  • The largest Community West Bancshares seller in Q4 2024 was Fourthstone LLC, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2024.