We are live on ! Find out more
CWBC

Community West Bancshares

73 hedge funds and large institutions have $134M invested in Community West Bancshares in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

60% more capital invested

Capital invested by funds: $83.9M → $134M (+$50.6M)

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

4% more funds holding

Funds holding: 7073 (+3)

0.99% more ownership

Funds ownership: 67%67.99% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
24
Reduced
21
Closed
4
Calls
$447K
Puts
Net Calls
+$447K
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$25.7M -$511K -29,238 -2%
BlackRock
2
BlackRock
New York
$13.6M +$1.59M +91,190 +18%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.1M -$86.5K -4,952 -0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.1M +$120K +6,882 +1%
PMG
5
Private Management Group
California
$11.9M +$159K +9,077 +2%
Ameriprise
6
Ameriprise
Minnesota
$7.48M +$60.2K +3,449 +1%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.04M -$1.88M -107,399 -28%
SFM
8
Systematic Financial Management
New Jersey
$5.65M +$421K +24,100 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.76M +$268K +15,331 +8%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$3.54M -$101K -5,800 -4%
SCP
11
Siena Capital Partners
Illinois
$3.3M
State Street
12
State Street
Massachusetts
$2.62M +$27.5K +1,576 +1%
BCM
13
Bridgeway Capital Management
Texas
$2.11M +$92.3K +5,285 +6%
LSV Asset Management
14
LSV Asset Management
Illinois
$1.97M -$76.8K -4,400 -5%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.92M
American Century Companies
16
American Century Companies
Missouri
$1.86M -$245 -14 -0%
Northern Trust
17
Northern Trust
Illinois
$1.8M -$2.9K -166 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.61M +$241K +13,823 +24%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.33M -$19.2K -1,100 -2%
Morgan Stanley
20
Morgan Stanley
New York
$1.19M +$701K +40,148 +308%
CAM
21
ClariVest Asset Management
California
$1.09M +$20.4K +1,168 +2%
EF
22
Empowered Funds
Pennsylvania
$838K +$57K +3,264 +10%
Charles Schwab
23
Charles Schwab
California
$600K
BCI
24
Brinker Capital Investments
Pennsylvania
$502K -$39.1K -2,241 -9%
OPS
25
Orion Portfolio Solutions
Nebraska
$502K -$39.1K -2,241 -9%

CWBC Hedge Fund Activity: Q4 2023 in Review

73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2023, worth a combined $134M — up 60% from $83.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CWBC positions and 4 closed out — a net gain of 3 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $1.59M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.88M.

  • 73 institutional investors held Community West Bancshares (CWBC) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $134M of Community West Bancshares stock for Q4 2023, up 60% quarter-over-quarter.
  • 7 funds opened new Community West Bancshares positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest Community West Bancshares buyer in Q4 2023 was BlackRock, an estimated $1.59M added.
  • The largest Community West Bancshares seller in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $1.88M sold.

Based on aggregated 13F filings for Q4 2023.