Community West Bancshares
CWBC
73 hedge funds and large institutions have $73.5M invested in Community West Bancshares in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 10 closing their positions.
4% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 27
6.46% less ownership
Funds ownership: 73.01% → 66.55% (-6.5%)
10% less funds holding
Funds holding: 81 → 73 (-8)
45% less capital invested
Capital invested by funds: $134M → $73.5M (-$60.5M)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
Private Management Group
Irvine,
California
|
+$1.56M |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
+$1.45M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$731K |
| 4 |
FFG
Ford Financial Group
Fresno,
California
|
+$726K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$453K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$9.69M |
| 2 |
JAM
Jacobs Asset Management
New York
|
-$2.92M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.87M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.1M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$827K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Acadian Asset Management
Boston,
Massachusetts
| – | -$1.1M | -50,829 | Closed |
|
77
Marshall Wace
London,
United Kingdom
| – | -$330K | -15,223 | Closed |
|
78
Millennium Management
New York
| – | -$221K | -10,218 | Closed |
|
|
LWAC
79
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$204K | -9,416 | Closed |
|
|
SPIA
80
Steward Partners Investment Advisory
New York
| – | -$43K | -2,000 | Closed |
|
81
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$30K | -1,380 | Closed |
|
|
CHC
82
City Holding Co
Charleston,
West Virginia
| – | -$4K | -200 | Closed |
|
|
TRCT
83
Tower Research Capital (TRC)
New York
| – | -$4K | -200 | Closed |
|
CWBC Hedge Fund Activity: Q1 2020 in Review
73 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2020, worth a combined $73.5M — down 45% from $134M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of CWBC and 3 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 26 added.
The largest buyer was Private Management Group, adding an estimated $1.56M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $9.69M sold.
- 73 institutional investors held Community West Bancshares (CWBC) as of Q1 2020, down from 81 in Q4 2019.
- Funds reported $73.5M of Community West Bancshares stock for Q1 2020, down 45% quarter-over-quarter.
- 3 funds opened new Community West Bancshares positions in Q1 2020 and 10 closed out, a net change of -7 holders.
- The largest Community West Bancshares buyer in Q1 2020 was Private Management Group, an estimated $1.56M added.
- The largest Community West Bancshares seller in Q1 2020 was Elizabeth Park Capital Advisors, an estimated $9.69M sold.
Based on aggregated 13F filings for Q1 2020.