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CWBC

Community West Bancshares

26 hedge funds and large institutions have $39.5M invested in Community West Bancshares in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2526 (+1)

3% more capital invested

Capital invested by funds: $38.3M → $39.5M (+$1.17M)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1
Private Management Group
California
$10.4M +$150K +13,748 +1%
BFC
2
Banc Funds Company
Illinois
$8.47M +$123K +11,282 +1%
BCM
3
Basswood Capital Management
New York
$8.16M +$1.3M +119,268 +19%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.26M
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$2.97M +$29K +2,664 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.09M +$60.9K +5,594 +3%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$1.11M +$390K +35,867 +55%
BCM
8
Bridgeway Capital Management
Texas
$440K
Fidelity Investments
9
Fidelity Investments
Massachusetts
$268K +$272K +25,000 New
BFA
10
BlackRock Fund Advisors
California
$243K +$2.33K +214 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$234K +$36.3K +3,333 +18%
BIG
12
Blackthorn Investment Group
Kansas
$217K
ICOA
13
Investment Centers of America
North Dakota
$160K +$158K +14,506 New
LPL Financial
14
LPL Financial
California
$148K -$5.56K -511 -4%
BIT
15
BlackRock Institutional Trust
California
$107K -$46.7K -4,296 -31%
Wells Fargo
16
Wells Fargo
California
$105K
TWA
17
TCI Wealth Advisors
Arizona
$64K
Morgan Stanley
18
Morgan Stanley
New York
$33K -$27.6K -2,534 -45%
TRCT
19
Tower Research Capital (TRC)
New York
$18K +$14.4K +1,324 +426%
BIM
20
BlackRock Investment Management
Delaware
$16K
PH
21
Pinnacle Holdings
Oklahoma
$11K +$10.9K +1,000 New
MA
22
MUFG Americas
New York
$5K +$1.2K +110 +29%
Axa
23
Axa
France
$4K -$43.7K -4,014 -91%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$2K +$2.35K +216 New
UBS Group
25
UBS Group
Switzerland
$1K -$5.38K -494 -89%

CWBC Hedge Fund Activity: Q1 2015 in Review

26 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2015, worth a combined $39.5M — up 3% from $38.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CWBC positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $1.3M. The largest seller was Stewart West Indies Trading Company, exiting entirely with an estimated $484K sold.

  • 26 institutional investors held Community West Bancshares (CWBC) as of Q1 2015, up from 25 in Q4 2014.
  • Funds reported $39.5M of Community West Bancshares stock for Q1 2015, up 3% quarter-over-quarter.
  • 4 funds opened new Community West Bancshares positions in Q1 2015 and 3 closed out, a net change of +1 holder.
  • The largest Community West Bancshares buyer in Q1 2015 was Basswood Capital Management, an estimated $1.3M added.
  • The largest Community West Bancshares seller in Q1 2015 was Stewart West Indies Trading Company, an estimated $484K sold.

Based on aggregated 13F filings for Q1 2015.