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CWBC

Community West Bancshares

72 hedge funds and large institutions have $106M invested in Community West Bancshares in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $101M → $106M (+$5.72M)

1.71% more ownership

Funds ownership: 62.29%64% (+1.7%)

0% more funds holding

Funds holding: 7272 (0)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
28
Closed
7
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$18.6M
PMG
2
Private Management Group
California
$13.9M -$5.23M -258,023 -28%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$12.4M +$12.3M +605,567 New
BlackRock
4
BlackRock
New York
$8.25M +$8.15M +402,052 +129,277%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.75M +$1.92M +94,609 +33%
SCP
6
Siena Capital Partners
Illinois
$2.96M -$496K -24,472 -14%
BCM
7
BHZ Capital Management
California
$2.53M -$20K -987 -0.8%
State Street
8
State Street
Massachusetts
$2.46M +$160K +7,880 +7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$2.39M +$756K +37,328 +47%
Invesco
10
Invesco
Georgia
$2.19M -$114K -5,629 -5%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.13M -$94.4K -4,657 -4%
BCM
12
Bridgeway Capital Management
Texas
$2.07M
Northern Trust
13
Northern Trust
Illinois
$1.93M +$255K +12,592 +15%
NI
14
Numeric Investors
Massachusetts
$1.91M -$1.98M -97,685 -51%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.69M +$248K +12,227 +17%
MAM
16
Martingale Asset Management
Massachusetts
$1.55M -$81 -4 -0%
KCM
17
Kennedy Capital Management
Missouri
$1.53M +$1.22M +60,000 +416%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.19M +$1.3K +64 +0.1%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.15M +$624K +30,800 +122%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.13M +$276K +13,631 +33%
Deutsche Bank
21
Deutsche Bank
Germany
$1.09M +$476K +23,481 +79%
CCMH
22
Cornerstone Capital Management Holdings
New York
$1.01M -$153K -7,537 -13%
PAM
23
Panagora Asset Management
Massachusetts
$877K -$45.5K -2,243 -5%
CAM
24
ClariVest Asset Management
California
$771K +$8.11K +400 +1%
MC
25
Menta Capital
California
$742K +$480K +23,703 +190%

CWBC Hedge Fund Activity: Q1 2017 in Review

72 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2017, worth a combined $106M — up 5.7% from $101M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CWBC positions and 7 closed out — a net gain of 4 holders — while 20 added to existing stakes and 28 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $12.3M. The largest seller was Private Management Group, cutting an estimated $5.23M.

  • 72 institutional investors held Community West Bancshares (CWBC) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $106M of Community West Bancshares stock for Q1 2017, up 5.7% quarter-over-quarter.
  • 11 funds opened new Community West Bancshares positions in Q1 2017 and 7 closed out, a net change of +4 holders.
  • The largest Community West Bancshares buyer in Q1 2017 was Wellington Management Group, an estimated $12.3M added.
  • The largest Community West Bancshares seller in Q1 2017 was Private Management Group, an estimated $5.23M sold.

Based on aggregated 13F filings for Q1 2017.