Community West Bancshares
CWBC
72 hedge funds and large institutions have $92.6M invested in Community West Bancshares in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
11% more funds holding
Funds holding: 65 → 72 (+7)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
3.09% more ownership
Funds ownership: 64.73% → 67.82% (+3.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
21% less capital invested
Capital invested by funds: $117M → $92.6M (-$24.1M)
78% less call options, than puts
Call options by funds: $9K | Put options by funds: $40K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.84M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.11M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.44M |
| 4 |
State Street
Boston,
Massachusetts
|
+$1.18M |
| 5 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.11M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.48M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$1.33M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.16M |
| 5 |
Jane Street
New York
|
-$1.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Goldman Sachs
New York
| – | -$455K | -22,111 | Closed |
|
|
QC
77
Quadrature Capital
London,
United Kingdom
| – | -$424K | -20,626 | Closed |
|
78
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$380K | -18,470 | Closed |
|
79
Marshall Wace
London,
United Kingdom
| – | -$282K | -13,717 | Closed |
|
|
TWA
80
TCI Wealth Advisors
Tucson,
Arizona
| – | -$120K | -5,827 | Closed |
|
|
HIM
81
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$88.7K | -4,309 | Closed |
|
|
DWA
82
Dorsey Wright & Associates
Pasadena,
California
| – | -$20.4K | -989 | Closed |
|
|
S
83
SignatureFD
Atlanta,
Georgia
| – | -$885 | -43 | Closed |
|
CWBC Hedge Fund Activity: Q2 2023 in Review
72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2023, worth a combined $92.6M — down 21% from $117M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CWBC positions and 11 closed out — a net gain of 7 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was BlackRock, adding an estimated $6.84M. The largest seller was Fidelity Investments, cutting an estimated $2.11M.
- 72 institutional investors held Community West Bancshares (CWBC) as of Q2 2023, up from 65 in Q1 2023.
- Funds reported $92.6M of Community West Bancshares stock for Q2 2023, down 21% quarter-over-quarter.
- 18 funds opened new Community West Bancshares positions in Q2 2023 and 11 closed out, a net change of +7 holders.
- The largest Community West Bancshares buyer in Q2 2023 was BlackRock, an estimated $6.84M added.
- The largest Community West Bancshares seller in Q2 2023 was Fidelity Investments, an estimated $2.11M sold.
Based on aggregated 13F filings for Q2 2023.