Community West Bancshares
CWBC
74 hedge funds and large institutions have $119M invested in Community West Bancshares in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
16% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 25
12% more capital invested
Capital invested by funds: $106M → $119M (+$12.7M)
3% more funds holding
Funds holding: 72 → 74 (+2)
2.26% more ownership
Funds ownership: 64% → 66.25% (+2.3%)
33% less call options, than puts
Call options by funds: $2K | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.5M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$2.24M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$1.15M |
| 4 |
BlackRock
New York
|
+$1.07M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.88M |
| 2 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$1.14M |
| 3 |
PMG
Private Management Group
Irvine,
California
|
-$1.02M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$696K |
| 5 |
Renaissance Technologies
New York
|
-$677K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ICOA
76
Investment Centers of America
Bismarck,
North Dakota
| – | -$280K | -13,662 | Closed |
|
77
Acadian Asset Management
Boston,
Massachusetts
| – | -$88K | -4,252 | Closed |
|
78
Bank of America
Charlotte,
North Carolina
| – | -$33K | -1,547 | -100% |
|
79
UBS Group
Zurich,
Switzerland
| – | -$6K | -297 | Closed |
|
CWBC Hedge Fund Activity: Q2 2017 in Review
74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2017, worth a combined $119M — up 12% from $106M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CWBC positions and 5 closed out — a net gain of 2 holders — while 29 added to existing stakes and 25 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $4.5M. The largest seller was Wellington Management Group, cutting an estimated $1.88M.
- 74 institutional investors held Community West Bancshares (CWBC) as of Q2 2017, up from 72 in Q1 2017.
- Funds reported $119M of Community West Bancshares stock for Q2 2017, up 12% quarter-over-quarter.
- 7 funds opened new Community West Bancshares positions in Q2 2017 and 5 closed out, a net change of +2 holders.
- The largest Community West Bancshares buyer in Q2 2017 was Fidelity Investments, an estimated $4.5M added.
- The largest Community West Bancshares seller in Q2 2017 was Wellington Management Group, an estimated $1.88M sold.
Based on aggregated 13F filings for Q2 2017.