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CWBC

Community West Bancshares

24 hedge funds and large institutions have $39.6M invested in Community West Bancshares in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2324 (+1)

11% less capital invested

Capital invested by funds: $44.7M → $39.6M (-$5.1M)

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1
Private Management Group
California
$9.99M +$1.09M +90,576 +12%
BFC
2
Banc Funds Company
Illinois
$8.63M
PFP
3
Patriot Financial Partners
Pennsylvania
$5.97M -$3.05M -254,281 -33%
BCM
4
Basswood Capital Management
New York
$4.68M -$968K -80,540 -16%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.4M +$2.26M +188,116 +97%
EPCA
6
Elizabeth Park Capital Advisors
Ohio
$2.82M +$327K +27,192 +12%
SWITC
7
Stewart West Indies Trading Company
Colorado
$501K
BCM
8
Bridgeway Capital Management
Texas
$471K
Vanguard Group
9
Vanguard Group
Pennsylvania
$344K +$2.73K +227 +0.8%
Jacobs Levy Equity Management
10
Jacobs Levy Equity Management
New Jersey
$267K +$119K +9,941 +75%
BFA
11
BlackRock Fund Advisors
California
$233K -$17.8K -1,479 -7%
BIG
12
Blackthorn Investment Group
Kansas
$230K -$60.1K -5,000 -20%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$210K +$75K +6,246 +52%
EGA
14
Eagle Global Advisors
Texas
$183K +$192K +15,980 New
ICOA
15
Investment Centers of America
North Dakota
$167K +$174K +14,506 New
BIT
16
BlackRock Institutional Trust
California
$161K +$62.1K +5,172 +59%
RCM
17
Rotella Capital Management
Washington
$132K +$138K +11,469 New
Wells Fargo
18
Wells Fargo
California
$110K +$95K +7,904 +476%
TWA
19
TCI Wealth Advisors
Arizona
$67K
Morgan Stanley
20
Morgan Stanley
New York
$32K +$216 +18 +0.6%
U
21
UBS
Switzerland
$18K -$1.3K -108 -6%
BIM
22
BlackRock Investment Management
Delaware
$16K -$1.06K -88 -6%
Federated Hermes
23
Federated Hermes
Pennsylvania
$5K +$4.75K +395 New
MA
24
MUFG Americas
New York
$2K +$2.52K +210 New
Barclays
25
Barclays
United Kingdom
-$8K -605 Closed

CWBC Hedge Fund Activity: Q3 2014 in Review

24 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2014, worth a combined $39.6M — down 11% from $44.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CWBC positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.26M. The largest seller was Patriot Financial Partners, cutting an estimated $3.05M.

  • 24 institutional investors held Community West Bancshares (CWBC) as of Q3 2014, up from 23 in Q2 2014.
  • Funds reported $39.6M of Community West Bancshares stock for Q3 2014, down 11% quarter-over-quarter.
  • 5 funds opened new Community West Bancshares positions in Q3 2014 and 4 closed out, a net change of +1 holder.
  • The largest Community West Bancshares buyer in Q3 2014 was Wellington Management Group, an estimated $2.26M added.
  • The largest Community West Bancshares seller in Q3 2014 was Patriot Financial Partners, an estimated $3.05M sold.

Based on aggregated 13F filings for Q3 2014.