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CWBC

Community West Bancshares

27 hedge funds and large institutions have $41.3M invested in Community West Bancshares in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

4% more funds holding

Funds holding: 2627 (+1)

5% more capital invested

Capital invested by funds: $39.5M → $41.3M (+$1.81M)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1
Private Management Group
California
$11.7M +$449K +40,869 +4%
BFC
2
Banc Funds Company
Illinois
$10.5M +$1.3M +118,295 +15%
BCM
3
Basswood Capital Management
New York
$8.49M -$286K -26,057 -4%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$3.2M +$1.7K +155 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.32M +$8.78K +800 +0.4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.3M -$2.23M -202,825 -51%
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$956K -$220K -20,000 -20%
BCM
8
Bridgeway Capital Management
Texas
$485K
BFA
9
BlackRock Fund Advisors
California
$298K +$33.3K +3,036 +14%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$296K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$273K +$14.3K +1,300 +6%
LPL Financial
12
LPL Financial
California
$131K -$17.5K -1,594 -12%
Wells Fargo
13
Wells Fargo
California
$113K
TWA
14
TCI Wealth Advisors
Arizona
$69K
BIT
15
BlackRock Institutional Trust
California
$64K -$47.5K -4,328 -45%
Morgan Stanley
16
Morgan Stanley
New York
$33K -$3.28K -299 -10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24K +$22.6K +2,054 New
UBS Group
18
UBS Group
Switzerland
$19K +$16.9K +1,540 +2,525%
BIM
19
BlackRock Investment Management
Delaware
$17K
PH
20
Pinnacle Holdings
Oklahoma
$13.2K +$1.26K +115 +12%
TRCT
21
Tower Research Capital (TRC)
New York
$10K -$8.59K -782 -48%
W
22
Wealthfront
California
$8K +$7.52K +685 New
MA
23
MUFG Americas
New York
$6K
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$3K
AA
25
Apriem Advisors
California
$2K +$1.92K +175 New

CWBC Hedge Fund Activity: Q2 2015 in Review

27 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2015, worth a combined $41.3M — up 4.6% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CWBC positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $1.3M. The largest seller was Wellington Management Group, cutting an estimated $2.23M.

  • 27 institutional investors held Community West Bancshares (CWBC) as of Q2 2015, up from 26 in Q1 2015.
  • Funds reported $41.3M of Community West Bancshares stock for Q2 2015, up 4.6% quarter-over-quarter.
  • 4 funds opened new Community West Bancshares positions in Q2 2015 and 3 closed out, a net change of +1 holder.
  • The largest Community West Bancshares buyer in Q2 2015 was Banc Funds Company, an estimated $1.3M added.
  • The largest Community West Bancshares seller in Q2 2015 was Wellington Management Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2015.