CWBC

Community West Bancshares
CWBC

Overview Fund Activity

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
Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.21%
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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.26M
2
CCM
Cutler Capital Management
Massachusetts
+$3.14M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$725K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$688K
5
UBS Group
UBS Group
Switzerland
+$437K

Top Sellers

1
FL
Fourthstone LLC
Missouri
-$2.4M
2
LSV Asset Management
LSV Asset Management
Illinois
-$1.49M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.01M
4
BCM
Bridgeway Capital Management
Texas
-$861K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$836K
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
51
Mount Yale Investment Advisors
Colorado
$281K – – –
Citigroup
52
Citigroup
New York
$275K +$17.8K +921 +7%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$274K +$36.5K +1,888 +15%
PW
54
Potentia Wealth
California
$254K +$254K +13,092 New
FFM
55
Forum Financial Management
Illinois
$245K +$245K +12,668 New
BAG
56
Bridgewealth Advisory Group
California
$232K – – –
First Trust Advisors
57
First Trust Advisors
Illinois
$223K +$1.34K +69 +0.6%
CW
58
Channel Wealth
California
$223K -$6.45K -333 -3%
SG
59
Sharper & Granite
California
$201K – – –
Mirae Asset Global ETFs Holdings
60
Mirae Asset Global ETFs Holdings
Hong Kong
$189K +$7.88K +407 +4%
MIM
61
MetLife Investment Management
New Jersey
$179K – – –
CF
62
Corebridge Financial
Texas
$163K -$12.3K -635 -7%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$149K +$5.93K +306 +4%
SG Americas Securities
64
SG Americas Securities
New York
$142K +$9.11K +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 +$20.2K +1,041 +29%
BL
67
BFSG LLC
California
$79.3K -$6.2K -320 -7%
PFSRSONJ
68
Police & Firemen's Retirement System of New Jersey
New Jersey
$66K +$66K +3,405 New
US Bancorp
69
US Bancorp
Minnesota
$56.3K +$56.3K +2,906 New
TRCT
70
Tower Research Capital (TRC)
New York
$40.6K +$10.2K +529 +34%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$38.7K +$7.75K +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 +$26.7K +1,376 New
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