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CWBC

Community West Bancshares

82 hedge funds and large institutions have $125M invested in Community West Bancshares in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

4% more capital invested

Capital invested by funds: $121M → $125M (+$4.4M)

0% more funds holding

Funds holding: 8282 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.9% less ownership

Funds ownership: 77.33%75.42% (-1.9%)

Holders
82
Holders Change
Holders Change %
0%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
27
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPCA
1
Elizabeth Park Capital Advisors
Ohio
$14M -$656K -33,472 -4%
PMG
2
Private Management Group
California
$11.2M -$52.3K -2,669 -0.5%
BlackRock
3
BlackRock
New York
$11.2M -$267K -13,649 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11M +$1.88M +95,797 +21%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.97M -$2.21M -112,985 -18%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.12M +$611K +31,205 +9%
BFC
7
Banc Funds Company
Illinois
$5.6M -$3.54M -180,980 -39%
State of Wisconsin Investment Board
8
State of Wisconsin Investment Board
Wisconsin
$3.83M +$878K +44,800 +30%
State Street
9
State Street
Massachusetts
$3.56M +$134K +6,856 +4%
DGHMC
10
Dalton, Greiner, Hartman, Maher & Co
New York
$3.04M +$50.4K +2,573 +2%
KCM
11
Kennedy Capital Management
Missouri
$2.93M +$2.33M +118,724 +380%
LSV Asset Management
12
LSV Asset Management
Illinois
$2.83M
PAM
13
Panagora Asset Management
Massachusetts
$2.83M +$446K +22,762 +19%
BCM
14
BHZ Capital Management
California
$2.81M
Northern Trust
15
Northern Trust
Illinois
$2.36M +$12K +612 +0.5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.33M +$79.1K +4,037 +3%
Renaissance Technologies
17
Renaissance Technologies
New York
$2.33M +$495K +25,281 +27%
JP Morgan Chase
18
JP Morgan Chase
New York
$2.17M -$117K -5,981 -5%
BCM
19
Bridgeway Capital Management
Texas
$1.98M
MAM
20
Martingale Asset Management
Massachusetts
$1.67M -$37.4K -1,910 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.66M +$26.5K +1,352 +2%
WC
22
Walthausen & Co
New York
$1.54M +$224K +11,420 +17%
Invesco
23
Invesco
Georgia
$1.21M -$37.3K -1,904 -3%
PP
24
Prospector Partners
Connecticut
$1.04M
SCP
25
Siena Capital Partners
Illinois
$926K

CWBC Hedge Fund Activity: Q1 2019 in Review

82 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2019, worth a combined $125M — up 3.6% from $121M a quarter earlier.

Fund positioning in CWBC was balanced in Q1 2019: 5 funds opened new positions, 5 closed out, 27 added to existing stakes and 22 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $2.33M. The largest seller was Banc Funds Company, cutting an estimated $3.54M.

  • 82 institutional investors held Community West Bancshares (CWBC) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $125M of Community West Bancshares stock for Q1 2019, up 3.6% quarter-over-quarter.
  • 5 funds opened new Community West Bancshares positions in Q1 2019 and 5 closed out, a net change of 0 holders.
  • The largest Community West Bancshares buyer in Q1 2019 was Kennedy Capital Management, an estimated $2.33M added.
  • The largest Community West Bancshares seller in Q1 2019 was Banc Funds Company, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2019.