Community West Bancshares
CWBC
79 hedge funds and large institutions have $89.5M invested in Community West Bancshares in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
38% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 21
22% more capital invested
Capital invested by funds: $73.5M → $89.5M (+$16M)
8% more funds holding
Funds holding: 73 → 79 (+6)
2.13% more ownership
Funds ownership: 66.55% → 68.68% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.82M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.25M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$948K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$893K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.74M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.14M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$570K |
| 4 |
JP Morgan Chase
New York
|
-$295K |
| 5 |
Renaissance Technologies
New York
|
-$291K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Federated Hermes
Pittsburgh,
Pennsylvania
| $3K | +$2.99K | +216 | New |
|
77
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | -$97 | -7 | -6% |
|
|
NSIM
78
North Star Investment Management
Chicago,
Illinois
| $2K | – | – | – |
|
|
KCM
79
Kennedy Capital Management
St Louis,
Missouri
| – | -$1.14M | -87,325 | Closed |
|
|
BFC
80
Banc Funds Company
Chicago,
Illinois
| – | -$570K | -43,678 | Closed |
|
81
Citadel Advisors
Miami,
Florida
| – | -$268K | -20,538 | Closed |
|
|
MIM
82
MetLife Investment Management
Whippany,
New Jersey
| – | -$76K | -5,828 | Closed |
|
83
Victory Capital Management
San Antonio,
Texas
| – | -$56K | -4,296 | Closed |
|
|
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$51.7K | -3,965 | Closed |
|
85
Group One Trading
Chicago,
Illinois
| – | -$4K | -320 | Closed |
|
|
LWM
86
Liberty Wealth Management
Oakland,
California
| – | +$83 | +6 | New |
|
CWBC Hedge Fund Activity: Q2 2020 in Review
79 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2020, worth a combined $89.5M — up 22% from $73.5M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CWBC positions and 7 closed out — a net gain of 7 holders — while 29 added to existing stakes and 21 trimmed.
The largest buyer was Systematic Financial Management, adding an estimated $1.82M. The largest seller was Wellington Management Group, cutting an estimated $1.74M.
- 79 institutional investors held Community West Bancshares (CWBC) as of Q2 2020, up from 73 in Q1 2020.
- Funds reported $89.5M of Community West Bancshares stock for Q2 2020, up 22% quarter-over-quarter.
- 14 funds opened new Community West Bancshares positions in Q2 2020 and 7 closed out, a net change of +7 holders.
- The largest Community West Bancshares buyer in Q2 2020 was Systematic Financial Management, an estimated $1.82M added.
- The largest Community West Bancshares seller in Q2 2020 was Wellington Management Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q2 2020.