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CWBC

Community West Bancshares

72 hedge funds and large institutions have $92.6M invested in Community West Bancshares in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

11% more funds holding

Funds holding: 6572 (+7)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

3.09% more ownership

Funds ownership: 64.73%67.82% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less capital invested

Capital invested by funds: $117M → $92.6M (-$24.1M)

78% less call options, than puts

Call options by funds: $9K | Put options by funds: $40K

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
22
Reduced
20
Closed
11
Calls
$9K
Puts
$40K
Net Calls
-$31K
Net Calls Change
+$92K
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$18.1M +$1.15M +74,517 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.79M -$382K -24,623 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.21M -$1.16M -74,679 -12%
PMG
4
Private Management Group
California
$7.98M -$44.1K -2,847 -0.5%
BlackRock
5
BlackRock
New York
$7.73M +$6.84M +441,238 +744%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.78M -$1.33M -86,148 -19%
Ameriprise
7
Ameriprise
Minnesota
$5.09M +$2.11M +135,970 +70%
SFM
8
Systematic Financial Management
New Jersey
$3.57M +$7.98K +515 +0.2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.98M +$1.44M +93,036 +93%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$2.45M +$192K +12,400 +8%
SCP
11
Siena Capital Partners
Illinois
$2.28M
State Street
12
State Street
Massachusetts
$1.76M +$1.18M +76,468 +202%
LSV Asset Management
13
LSV Asset Management
Illinois
$1.43M
BCM
14
Bridgeway Capital Management
Texas
$1.34M +$93.2K +6,014 +7%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.33M -$257K -16,587 -16%
American Century Companies
16
American Century Companies
Missouri
$1.29M +$75.9K +4,900 +6%
Northern Trust
17
Northern Trust
Illinois
$1.24M +$961K +61,991 +340%
Renaissance Technologies
18
Renaissance Technologies
New York
$996K -$441K -28,463 -31%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$899K +$390K +25,162 +76%
Millennium Management
20
Millennium Management
New York
$776K -$973K -62,770 -56%
CAM
21
ClariVest Asset Management
California
$738K +$135K +8,685 +22%
EST
22
EA Series Trust
Pennsylvania
$487K +$489K +31,549 New
EF
23
Empowered Funds
Pennsylvania
$487K +$489K +31,549 New
Two Sigma Advisers
24
Two Sigma Advisers
New York
$457K -$49.6K -3,200 -10%
Charles Schwab
25
Charles Schwab
California
$415K +$416K +26,843 New

CWBC Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2023, worth a combined $92.6M — down 21% from $117M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CWBC positions and 11 closed out — a net gain of 7 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $6.84M. The largest seller was Fidelity Investments, cutting an estimated $2.11M.

  • 72 institutional investors held Community West Bancshares (CWBC) as of Q2 2023, up from 65 in Q1 2023.
  • Funds reported $92.6M of Community West Bancshares stock for Q2 2023, down 21% quarter-over-quarter.
  • 18 funds opened new Community West Bancshares positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest Community West Bancshares buyer in Q2 2023 was BlackRock, an estimated $6.84M added.
  • The largest Community West Bancshares seller in Q2 2023 was Fidelity Investments, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2023.