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CWBC

Community West Bancshares

70 hedge funds and large institutions have $83.9M invested in Community West Bancshares in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.83% less ownership

Funds ownership: 67.82%67% (-0.83%)

3% less funds holding

Funds holding: 7270 (-2)

9% less capital invested

Capital invested by funds: $92.6M → $83.9M (-$8.77M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
22
Reduced
19
Closed
6
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$16.6M +$110K +7,166 +0.6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.69M -$363K -23,649 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.51M +$16.2K +1,056 +0.2%
PMG
4
Private Management Group
California
$7.37M +$98.1K +6,400 +1%
BlackRock
5
BlackRock
New York
$7.32M +$285K +18,584 +4%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.33M +$57.7K +3,760 +1%
Ameriprise
7
Ameriprise
Minnesota
$4.67M +$29.4K +1,918 +0.6%
SFM
8
Systematic Financial Management
New Jersey
$3.23M -$33.3K -2,170 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.79M +$67K +4,370 +2%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$2.31M +$82K +5,350 +3%
SCP
11
Siena Capital Partners
Illinois
$2.28M
State Street
12
State Street
Massachusetts
$1.63M +$23.7K +1,545 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$1.31M
BCM
14
Bridgeway Capital Management
Texas
$1.26M +$41.2K +2,686 +3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.21M
American Century Companies
16
American Century Companies
Missouri
$1.17M -$107 -7 -0%
Northern Trust
17
Northern Trust
Illinois
$1.14M +$5.24K +342 +0.4%
Renaissance Technologies
18
Renaissance Technologies
New York
$856K -$58.3K -3,800 -6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$821K
CAM
20
ClariVest Asset Management
California
$673K -$813 -53 -0.1%
EF
21
Empowered Funds
Pennsylvania
$483K +$41.2K +2,686 +9%
Charles Schwab
22
Charles Schwab
California
$379K
BCI
23
Brinker Capital Investments
Pennsylvania
$359K +$24.4K +1,593 +7%
OPS
24
Orion Portfolio Solutions
Nebraska
$359K +$24.4K +1,593 +7%
PH
25
Pinnacle Holdings
Oklahoma
$313K

CWBC Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2023, worth a combined $83.9M — down 9.5% from $92.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CWBC and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 22 added.

The largest buyer was BlackRock, adding an estimated $285K. The largest seller was Millennium Management, exiting entirely with an estimated $776K sold.

  • 70 institutional investors held Community West Bancshares (CWBC) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $83.9M of Community West Bancshares stock for Q3 2023, down 9.5% quarter-over-quarter.
  • 5 funds opened new Community West Bancshares positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Community West Bancshares buyer in Q3 2023 was BlackRock, an estimated $285K added.
  • The largest Community West Bancshares seller in Q3 2023 was Millennium Management, an estimated $776K sold.

Based on aggregated 13F filings for Q3 2023.