Community West Bancshares
CWBC
72 hedge funds and large institutions have $106M invested in Community West Bancshares in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $101M → $106M (+$5.72M)
1.71% more ownership
Funds ownership: 62.29% → 64% (+1.7%)
0% more funds holding
Funds holding: 72 → 72 (0)
29% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 28
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.3M |
| 2 |
BlackRock
New York
|
+$8.15M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.92M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.22M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
Private Management Group
Irvine,
California
|
-$5.23M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$4.59M |
| 3 |
NI
Numeric Investors
Boston,
Massachusetts
|
-$1.98M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$1.29M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$754K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BPM
76
Bowling Portfolio Management
Cincinnati,
Ohio
| – | -$691K | -34,617 | Closed |
|
|
OSAM
77
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$442K | -22,141 | Closed |
|
78
LPL Financial
San Diego,
California
| – | -$204K | -10,278 | Closed |
|
|
PCM
79
Prelude Capital Management
New York
| – | -$186K | -9,300 | Closed |
|
CWBC Hedge Fund Activity: Q1 2017 in Review
72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2017, worth a combined $106M — up 5.7% from $101M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CWBC positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 28 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $12.3M. The largest seller was Private Management Group, cutting an estimated $5.23M.
- 72 institutional investors held Community West Bancshares (CWBC) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $106M of Community West Bancshares stock for Q1 2017, up 5.7% quarter-over-quarter.
- 11 funds opened new Community West Bancshares positions in Q1 2017 and 7 closed out, a net change of +4 holders.
- The largest Community West Bancshares buyer in Q1 2017 was Wellington Management Group, an estimated $12.3M added.
- The largest Community West Bancshares seller in Q1 2017 was Private Management Group, an estimated $5.23M sold.
Based on aggregated 13F filings for Q1 2017.