We are live on ! Find out more
CWBC

Community West Bancshares

91 hedge funds and large institutions have $183M invested in Community West Bancshares in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

10% more funds holding

Funds holding: 8391 (+8)

2% more capital invested

Capital invested by funds: $179M → $183M (+$4.08M)

0.8% more ownership

Funds ownership: 49.03%49.83% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
20
Closed
6
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$23.7K
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$21.9K
SCM
78
Sterling Capital Management
North Carolina
$10.5K +$9.73K +489 +906%
AB
79
Amalgamated Bank
New York
$10K
FFA
80
Farther Finance Advisors
California
$6.08K +$6.17K +310 +7,750%
SIC
81
Salem Investment Counselors
North Carolina
$5.81K
Osaic Holdings
82
Osaic Holdings
Arizona
$5.36K +$5.51K +277 New
HCA
83
Harbor Capital Advisors
Illinois
$4K +$1.49K +75 +51%
NSIM
84
North Star Investment Management
Illinois
$2.91K
NA
85
NewEdge Advisors
Louisiana
$2.32K +$20 +1 +0.8%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1K +$239 +12 +21%
Comerica Bank
87
Comerica Bank
Texas
$910
RIL
88
Rothschild Investment LLC
Illinois
$581 +$597 +30 New
MPWT
89
MassMutual Private Wealth & Trust
Connecticut
$446 +$458 +23 New
GI
90
GAMMA Investing
California
$271 -$498 -25 -64%
AssetMark Inc
91
AssetMark Inc
California
$174 +$179 +9 New
LSV Asset Management
92
LSV Asset Management
Illinois
-$1.49M -77,441 Closed
JSC
93
Jackson Square Capital
California
-$761K -39,515 Closed
BMCM
94
Black Maple Capital Management
Wisconsin
-$320K -16,594 Closed
Jane Street
95
Jane Street
New York
-$204K -10,594 Closed
Russell Investments Group
96
Russell Investments Group
United Kingdom
-$828 -43 Closed
CPA
97
Capital Performance Advisors
California
-$212 -11 Closed

CWBC Hedge Fund Activity: Q4 2024 in Review

91 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2024, worth a combined $183M — up 2.3% from $179M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWBC positions and 6 closed out — a net gain of 9 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.38M. The largest seller was Fourthstone LLC, cutting an estimated $2.47M.

  • 91 institutional investors held Community West Bancshares (CWBC) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $183M of Community West Bancshares stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 15 funds opened new Community West Bancshares positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest Community West Bancshares buyer in Q4 2024 was Fidelity Investments, an estimated $4.38M added.
  • The largest Community West Bancshares seller in Q4 2024 was Fourthstone LLC, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2024.