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CWBC

Community West Bancshares

25 hedge funds and large institutions have $42.3M invested in Community West Bancshares in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $41.3M → $42.3M (+$987K)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

7% less funds holding

Funds holding: 2725 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1
Private Management Group
California
$11.9M -$18.2K -1,602 -0.2%
BFC
2
Banc Funds Company
Illinois
$10.8M
BCM
3
Basswood Capital Management
New York
$8.68M -$2.12K -186 -0%
EPCA
4
Elizabeth Park Capital Advisors
Ohio
$2.46M -$601K -52,834 -20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.37M +$1.19K +105 +0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.35M
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.12M +$766K +67,343 +269%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$978K
BCM
9
Bridgeway Capital Management
Texas
$496K
BFA
10
BlackRock Fund Advisors
California
$296K -$7.37K -648 -3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$281K +$1.32K +116 +0.5%
LPL Financial
12
LPL Financial
California
$137K +$2.05K +180 +2%
Wells Fargo
13
Wells Fargo
California
$123K +$6.57K +578 +6%
PH
14
Pinnacle Holdings
Oklahoma
$107K +$87.7K +7,715 +692%
TWA
15
TCI Wealth Advisors
Arizona
$71K
BIT
16
BlackRock Institutional Trust
California
$58K -$6.88K -605 -11%
UBS Group
17
UBS Group
Switzerland
$41K +$19.9K +1,753 +109%
Morgan Stanley
18
Morgan Stanley
New York
$34K -$216 -19 -0.7%
BIM
19
BlackRock Investment Management
Delaware
$17K
MA
20
MUFG Americas
New York
$6K +$455 +40 +8%
TRCT
21
Tower Research Capital (TRC)
New York
$4K -$6.21K -546 -64%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$3K
NSIM
23
North Star Investment Management
Illinois
$2K
Federated Hermes
24
Federated Hermes
Pennsylvania
$1K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$23K -2,023 -98%

CWBC Hedge Fund Activity: Q3 2015 in Review

25 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2015, worth a combined $42.3M — up 2.4% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CWBC and 0 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Fidelity Investments, adding an estimated $766K. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $601K.

  • 25 institutional investors held Community West Bancshares (CWBC) as of Q3 2015, down from 27 in Q2 2015.
  • Funds reported $42.3M of Community West Bancshares stock for Q3 2015, up 2.4% quarter-over-quarter.
  • 0 funds opened new Community West Bancshares positions in Q3 2015 and 2 closed out, a net change of -2 holders.
  • The largest Community West Bancshares buyer in Q3 2015 was Fidelity Investments, an estimated $766K added.
  • The largest Community West Bancshares seller in Q3 2015 was Elizabeth Park Capital Advisors, an estimated $601K sold.

Based on aggregated 13F filings for Q3 2015.