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CWBC

Community West Bancshares
CWBC

72 hedge funds and large institutions have $111M invested in Community West Bancshares in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $106M → $111M (+$5.38M)

2.79% less ownership

Funds ownership: 67.75% → 64.96% (-2.8%)

5% less funds holding

Funds holding: 76 → 72 (-4)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
13
Reduced
24
Closed
20
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
+$290K

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$4.82M
2
Ameriprise
Ameriprise
Minnesota
+$4.78M
3
FCM
FJ Capital Management
Virginia
+$4.32M
4
EC
EJF Capital
Virginia
+$2.31M
5
Millennium Management
Millennium Management
New York
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$12.6M
2
State Street
State Street
Massachusetts
-$3.49M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.2M
4
Northern Trust
Northern Trust
Illinois
-$1.66M
5
PAM
Panagora Asset Management
Massachusetts
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1
Private Management Group
California
$14.1M -$39.8K -1,990 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.3M +$446K +22,304 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.28M -$2.2M -109,899 -19%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.23M +$839K +41,972 +13%
KCM
5
Kennedy Capital Management
Missouri
$4.86M +$4.82M +240,935 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.81M -$62.3K -3,114 -1%
Ameriprise
7
Ameriprise
Minnesota
$4.81M +$4.78M +238,781 New
BCM
8
BHZ Capital Management
California
$4.41M – – –
FCM
9
FJ Capital Management
Virginia
$4.36M +$4.32M +216,000 New
State of Wisconsin Investment Board
10
State of Wisconsin Investment Board
Wisconsin
$4.12M – – –
SFM
11
Systematic Financial Management
New Jersey
$4.09M +$483K +24,150 +13%
WC
12
Walthausen & Co
New York
$2.7M – – –
Renaissance Technologies
13
Renaissance Technologies
New York
$2.68M -$468K -23,400 -15%
EC
14
EJF Capital
Virginia
$2.33M +$2.31M +115,448 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.17M -$1.32M -65,953 -38%
Millennium Management
16
Millennium Management
New York
$2.03M +$1.78M +88,868 +745%
LSV Asset Management
17
LSV Asset Management
Illinois
$1.89M – – –
Wellington Management Group
18
Wellington Management Group
Massachusetts
$1.74M -$321K -16,055 -16%
PP
19
Prospector Partners
Connecticut
$1.73M +$26K +1,300 +2%
BCM
20
Bridgeway Capital Management
Texas
$1.65M – – –
BCM
21
Basswood Capital Management
New York
$1.62M +$1.61M +80,592 New
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.6M +$1.36M +67,924 +591%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$1.44M +$73.5K +3,676 +5%
BlackRock
24
BlackRock
New York
$1.37M -$12.6M -628,204 -90%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.14M -$574K -28,715 -34%
1
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CWBC Hedge Fund Activity: Q2 2021 in Review

72 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2021, worth a combined $111M — up 5.1% from $106M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of CWBC and 16 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 13 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $4.82M. The largest seller was BlackRock, cutting an estimated $12.6M.

  • 72 institutional investors held Community West Bancshares (CWBC) as of Q2 2021, down from 76 in Q1 2021.
  • Funds reported $111M of Community West Bancshares stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 16 funds opened new Community West Bancshares positions in Q2 2021 and 20 closed out, a net change of -4 holders.
  • The largest Community West Bancshares buyer in Q2 2021 was Kennedy Capital Management, an estimated $4.82M added.
  • The largest Community West Bancshares seller in Q2 2021 was BlackRock, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2021.