We are live on ! Find out more
CWBC

Community West Bancshares

74 hedge funds and large institutions have $119M invested in Community West Bancshares in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $106M → $119M (+$12.7M)

3% more funds holding

Funds holding: 7274 (+2)

2.26% more ownership

Funds ownership: 64%66.25% (+2.3%)

33% less call options, than puts

Call options by funds: $2K | Put options by funds: $3K

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
25
Closed
5
Calls
$2K
Puts
$3K
Net Calls
-$1K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$19.9M -$202K -9,497 -1%
PMG
2
Private Management Group
California
$14M -$1.02M -47,810 -7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$11.5M -$1.88M -88,144 -15%
BlackRock
4
BlackRock
New York
$10M +$1.07M +50,073 +12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.71M +$317K +14,895 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$6.51M +$4.5M +211,396 +257%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.11M +$512K +24,019 +21%
State Street
8
State Street
Massachusetts
$2.91M +$252K +11,845 +10%
JP Morgan Chase
9
JP Morgan Chase
New York
$2.76M +$447K +20,975 +20%
LSV Asset Management
10
LSV Asset Management
Illinois
$2.7M +$2.24M +105,237 +634%
BCM
11
BHZ Capital Management
California
$2.67M -$54.7K -2,568 -2%
Northern Trust
12
Northern Trust
Illinois
$2.31M +$221K +10,396 +11%
BCM
13
Bridgeway Capital Management
Texas
$2.24M +$1.06K +50 +0%
PAM
14
Panagora Asset Management
Massachusetts
$2.15M +$1.15M +54,054 +126%
SCP
15
Siena Capital Partners
Illinois
$2.01M -$1.14M -53,576 -37%
NI
16
Numeric Investors
Massachusetts
$1.96M -$96K -4,507 -5%
Invesco
17
Invesco
Georgia
$1.89M -$454K -21,338 -20%
MAM
18
Martingale Asset Management
Massachusetts
$1.82M +$145K +6,802 +9%
KCM
19
Kennedy Capital Management
Missouri
$1.67M +$15.6K +732 +1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$1.37M +$142K +6,655 +12%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.34M +$50.4K +2,368 +4%
CCMH
22
Cornerstone Capital Management Holdings
New York
$1.13M +$40.5K +1,900 +4%
CAM
23
ClariVest Asset Management
California
$831K -$2.13K -100 -0.3%
ROC
24
River Oaks Capital
Minnesota
$645K
Charles Schwab
25
Charles Schwab
California
$626K

CWBC Hedge Fund Activity: Q2 2017 in Review

74 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2017, worth a combined $119M — up 12% from $106M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CWBC positions and 5 closed out — a net gain of 2 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.5M. The largest seller was Wellington Management Group, cutting an estimated $1.88M.

  • 74 institutional investors held Community West Bancshares (CWBC) as of Q2 2017, up from 72 in Q1 2017.
  • Funds reported $119M of Community West Bancshares stock for Q2 2017, up 12% quarter-over-quarter.
  • 7 funds opened new Community West Bancshares positions in Q2 2017 and 5 closed out, a net change of +2 holders.
  • The largest Community West Bancshares buyer in Q2 2017 was Fidelity Investments, an estimated $4.5M added.
  • The largest Community West Bancshares seller in Q2 2017 was Wellington Management Group, an estimated $1.88M sold.

Based on aggregated 13F filings for Q2 2017.