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CWBC

Community West Bancshares

23 hedge funds and large institutions have $44.7M invested in Community West Bancshares in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

35% more funds holding

Funds holding: 1723 (+6)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

25% more capital invested

Capital invested by funds: $35.8M → $44.7M (+$8.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1
Private Management Group
California
$10.2M +$6.56M +568,589 +269%
PFP
2
Patriot Financial Partners
Pennsylvania
$10.1M -$4.21M -365,000 -32%
BFC
3
Banc Funds Company
Illinois
$9.85M +$5.22K +452 +0.1%
BCM
4
Basswood Capital Management
New York
$6.39M +$999K +86,516 +22%
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$2.86M +$593K +51,371 +31%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.55M
SWITC
7
Stewart West Indies Trading Company
Colorado
$571K
BCM
8
Bridgeway Capital Management
Texas
$537K -$1.73K -150 -0.4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$390K
BIG
10
Blackthorn Investment Group
Kansas
$327K +$289K +25,000 New
BFA
11
BlackRock Fund Advisors
California
$286K +$252K +21,814 New
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$174K +$154K +13,300 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$158K -$670 -58 -0.5%
BIT
14
BlackRock Institutional Trust
California
$116K +$102K +8,826 New
TWA
15
TCI Wealth Advisors
Arizona
$76K
Morgan Stanley
16
Morgan Stanley
New York
$37K +$14.8K +1,282 +84%
Wells Fargo
17
Wells Fargo
California
$22K -$1.1M -95,214 -98%
U
18
UBS
Switzerland
$22K +$19.8K +1,716 New
BIM
19
BlackRock Investment Management
Delaware
$20K +$17.4K +1,506 New
Barclays
20
Barclays
United Kingdom
$8K +$6.98K +605 New
GSC
21
Ground Swell Capital
South Carolina
$3K +$2.31K +200 New
Bank of America
22
Bank of America
North Carolina
$2K +$1.89K +164 New
ICOA
23
Investment Centers of America
North Dakota
-$143K -14,506 Closed
MCM
24
Manchester Capital Management
Vermont
-$42K -3,660 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$11K -989 Closed

CWBC Hedge Fund Activity: Q2 2014 in Review

23 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2014, worth a combined $44.7M — up 25% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CWBC positions and 3 closed out — a net gain of 6 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Private Management Group, adding an estimated $6.56M. The largest seller was Patriot Financial Partners, cutting an estimated $4.21M.

  • 23 institutional investors held Community West Bancshares (CWBC) as of Q2 2014, up from 17 in Q1 2014.
  • Funds reported $44.7M of Community West Bancshares stock for Q2 2014, up 25% quarter-over-quarter.
  • 9 funds opened new Community West Bancshares positions in Q2 2014 and 3 closed out, a net change of +6 holders.
  • The largest Community West Bancshares buyer in Q2 2014 was Private Management Group, an estimated $6.56M added.
  • The largest Community West Bancshares seller in Q2 2014 was Patriot Financial Partners, an estimated $4.21M sold.

Based on aggregated 13F filings for Q2 2014.