Community West Bancshares
CWBC
83 hedge funds and large institutions have $179M invested in Community West Bancshares in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 5 closing their positions.
1,812% more call options, than puts
Call options by funds: $1.59M | Put options by funds: $83K
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
8% more funds holding
Funds holding: 77 → 83 (+6)
7% more capital invested
Capital invested by funds: $167M → $179M (+$12.2M)
1.3% more ownership
Funds ownership: 47.73% → 49.03% (+1.3%)
15% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 26
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$2.94M |
| 2 |
BlackRock
New York
|
+$1.68M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$866K |
| 4 |
Goldman Sachs
New York
|
+$750K |
| 5 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$611K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCP
Siena Capital Partners
Chicago,
Illinois
|
-$1.08M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$489K |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$464K |
| 4 |
Jane Street
New York
|
-$397K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$359K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
76
NewEdge Advisors
New Orleans,
Louisiana
| $2.3K | – | – | – |
|
|
SCM
77
Sterling Capital Management
Charlotte,
North Carolina
| $1.04K | +$1.06K | +54 | New |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.14K | +58 | New |
|
79
Comerica Bank
Dallas,
Texas
| $905 | -$551 | -28 | -37% |
|
80
Russell Investments Group
London,
United Kingdom
| $828 | +$846 | +43 | New |
|
|
GI
81
GAMMA Investing
Foster City,
California
| $751 | +$551 | +28 | +255% |
|
|
CPA
82
Capital Performance Advisors
Walnut Creek,
California
| $212 | +$216 | +11 | New |
|
|
FFA
83
Farther Finance Advisors
San Francisco,
California
| $77 | – | – | – |
|
84
LPL Financial
San Diego,
California
| – | -$259K | -14,023 | Closed |
|
85
Acadian Asset Management
Boston,
Massachusetts
| – | -$106K | -5,731 | Closed |
|
|
SO
86
STRS Ohio
Columbus,
Ohio
| – | -$18.5K | -1,000 | Closed |
|
|
IC
87
Innealta Capital
Austin,
Texas
| – | -$1.11K | -60 | Closed |
|
|
MPWT
88
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$1.07K | -58 | Closed |
|
CWBC Hedge Fund Activity: Q3 2024 in Review
83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2024, worth a combined $179M — up 7.3% from $167M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CWBC positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 26 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $2.94M. The largest seller was Siena Capital Partners, cutting an estimated $1.08M.
- 83 institutional investors held Community West Bancshares (CWBC) as of Q3 2024, up from 77 in Q2 2024.
- Funds reported $179M of Community West Bancshares stock for Q3 2024, up 7.3% quarter-over-quarter.
- 11 funds opened new Community West Bancshares positions in Q3 2024 and 5 closed out, a net change of +6 holders.
- The largest Community West Bancshares buyer in Q3 2024 was Fourthstone LLC, an estimated $2.94M added.
- The largest Community West Bancshares seller in Q3 2024 was Siena Capital Partners, an estimated $1.08M sold.
Based on aggregated 13F filings for Q3 2024.