Community West Bancshares
CWBC
77 hedge funds and large institutions have $139M invested in Community West Bancshares in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 6 closing their positions.
5% more capital invested
Capital invested by funds: $132M → $139M (+$7.15M)
2.17% more ownership
Funds ownership: 76.06% → 78.23% (+2.2%)
5% less funds holding
Funds holding: 81 → 77 (-4)
26% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 27
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$8.37M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$695K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$627K |
| 4 |
BlackRock
New York
|
+$205K |
| 5 |
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.4M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.51M |
| 3 |
PMG
Private Management Group
Irvine,
California
|
-$411K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$319K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$247K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
US Bancorp
Minneapolis,
Minnesota
| $1K | -$1.83K | -85 | -71% |
|
77
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | – | – | – |
|
|
78
First Trust Advisors
Wheaton,
Illinois
| – | -$247K | -11,694 | Closed |
|
79
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$200K | -9,447 | Closed |
|
|
HCM
80
Hilton Capital Management
Garden City,
New York
| – | -$180K | -8,492 | Closed |
|
|
GBBWRPM
81
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$29K | -1,380 | Closed |
|
82
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$4K | -202 | Closed |
|
|
PIA
83
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$4K | -200 | Closed |
|
CWBC Hedge Fund Activity: Q3 2018 in Review
77 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2018, worth a combined $139M — up 5.4% from $132M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of CWBC and 3 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 20 added.
The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $8.37M. The largest seller was Banc Funds Company, cutting an estimated $2.4M.
- 77 institutional investors held Community West Bancshares (CWBC) as of Q3 2018, down from 81 in Q2 2018.
- Funds reported $139M of Community West Bancshares stock for Q3 2018, up 5.4% quarter-over-quarter.
- 3 funds opened new Community West Bancshares positions in Q3 2018 and 6 closed out, a net change of -3 holders.
- The largest Community West Bancshares buyer in Q3 2018 was Elizabeth Park Capital Advisors, an estimated $8.37M added.
- The largest Community West Bancshares seller in Q3 2018 was Banc Funds Company, an estimated $2.4M sold.
Based on aggregated 13F filings for Q3 2018.