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CWBC

Community West Bancshares

24 hedge funds and large institutions have $45.9M invested in Community West Bancshares in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

8% more capital invested

Capital invested by funds: $42.3M → $45.9M (+$3.58M)

4% less funds holding

Funds holding: 2524 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
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
$11.9M +$15.8K +1,384 +0.1%
BCM
2
Basswood Capital Management
New York
$11.6M +$2.78M +243,385 +34%
BFC
3
Banc Funds Company
Illinois
$10.9M +$228K +20,000 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.72M +$1.46M +127,795 +138%
EPCA
5
Elizabeth Park Capital Advisors
Ohio
$2.62M
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.43M +$4.57K +400 +0.2%
BCM
7
BHZ Capital Management
California
$1.94M +$1.85M +161,572 New
BCM
8
Bridgeway Capital Management
Texas
$507K
BFA
9
BlackRock Fund Advisors
California
$306K +$10.6K +931 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$288K +$1.32K +116 +0.5%
LPL Financial
11
LPL Financial
California
$266K +$121K +10,580 +91%
Wells Fargo
12
Wells Fargo
California
$123K +$1.14K +100 +1%
PH
13
Pinnacle Holdings
Oklahoma
$105K -$1.31K -115 -1%
TWA
14
TCI Wealth Advisors
Arizona
$70K
BIT
15
BlackRock Institutional Trust
California
$57K
Morgan Stanley
16
Morgan Stanley
New York
$34K +$217 +19 +0.7%
UBS Group
17
UBS Group
Switzerland
$21K -$18.4K -1,614 -48%
BIM
18
BlackRock Investment Management
Delaware
$18K +$880 +77 +5%
MA
19
MUFG Americas
New York
$6K -$228 -20 -4%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$3K
NSIM
21
North Star Investment Management
Illinois
$2K
Bank of America
22
Bank of America
North Carolina
$2K +$2.28K +200 New
Federated Hermes
23
Federated Hermes
Pennsylvania
$1K
Wellington Management Group
24
Wellington Management Group
Massachusetts
-$2.35M -194,180 Closed
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
-$978K -80,802 Closed

CWBC Hedge Fund Activity: Q4 2015 in Review

24 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2015, worth a combined $45.9M — up 8.5% from $42.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of CWBC and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 11 added.

The largest buyer was Basswood Capital Management, adding an estimated $2.78M. The largest seller was Wellington Management Group, exiting entirely with an estimated $2.35M sold.

  • 24 institutional investors held Community West Bancshares (CWBC) as of Q4 2015, down from 25 in Q3 2015.
  • Funds reported $45.9M of Community West Bancshares stock for Q4 2015, up 8.5% quarter-over-quarter.
  • 2 funds opened new Community West Bancshares positions in Q4 2015 and 3 closed out, a net change of -1 holder.
  • The largest Community West Bancshares buyer in Q4 2015 was Basswood Capital Management, an estimated $2.78M added.
  • The largest Community West Bancshares seller in Q4 2015 was Wellington Management Group, an estimated $2.35M sold.

Based on aggregated 13F filings for Q4 2015.