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CWBC

Community West Bancshares

62 hedge funds and large institutions have $104M invested in Community West Bancshares in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $95.2M → $104M (+$8.63M)

5% more funds holding

Funds holding: 5962 (+3)

1.34% more ownership

Funds ownership: 61.43%62.78% (+1.3%)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1
Private Management Group
California
$13.9M -$783K -40,212 -6%
FL
2
Fourthstone LLC
Missouri
$12M +$4.72M +242,432 +75%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.6M +$1.6M +82,085 +18%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M -$108K -5,553 -1%
Ameriprise
5
Ameriprise
Minnesota
$6.28M -$35.7K -1,831 -0.6%
SFM
6
Systematic Financial Management
New Jersey
$5.32M +$343K +17,600 +8%
KCM
7
Kennedy Capital Management
Missouri
$5.27M -$282K -14,460 -5%
BCM
8
Basswood Capital Management
New York
$4.06M -$573K -29,432 -13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.84M -$2.21M -113,557 -39%
SCP
10
Siena Capital Partners
Illinois
$3.12M
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$3.06M -$170K -8,720 -6%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.55M -$115K -5,920 -5%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.13M -$157K -8,080 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.12M +$31.2K +1,602 +2%
LSV Asset Management
15
LSV Asset Management
Illinois
$2.1M
BCM
16
Bridgeway Capital Management
Texas
$1.73M
American Century Companies
17
American Century Companies
Missouri
$1.34M +$10.8K +556 +0.9%
BlackRock
18
BlackRock
New York
$1.24M -$34.4K -1,768 -3%
CAM
19
ClariVest Asset Management
California
$831K -$9.74K -500 -1%
BCI
20
Brinker Capital Investments
Pennsylvania
$764K -$19K -976 -3%
State Street
21
State Street
Massachusetts
$719K -$3.9K -200 -0.6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$699K -$481K -24,712 -43%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$591K +$544K +27,903 New
Two Sigma Advisers
24
Two Sigma Advisers
New York
$500K -$103K -5,300 -18%
Millennium Management
25
Millennium Management
New York
$458K -$616K -31,644 -59%

CWBC Hedge Fund Activity: Q4 2022 in Review

62 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2022, worth a combined $104M — up 9.1% from $95.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CWBC positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $4.72M. The largest seller was Fidelity Investments, cutting an estimated $2.21M.

  • 62 institutional investors held Community West Bancshares (CWBC) as of Q4 2022, up from 59 in Q3 2022.
  • Funds reported $104M of Community West Bancshares stock for Q4 2022, up 9.1% quarter-over-quarter.
  • 6 funds opened new Community West Bancshares positions in Q4 2022 and 3 closed out, a net change of +3 holders.
  • The largest Community West Bancshares buyer in Q4 2022 was Fourthstone LLC, an estimated $4.72M added.
  • The largest Community West Bancshares seller in Q4 2022 was Fidelity Investments, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2022.