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CWBC

Community West Bancshares

66 hedge funds and large institutions have $72.6M invested in Community West Bancshares in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 7366 (-7)

26.7% less ownership

Funds ownership: 67.99%41.29% (-27%)

29% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 24

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

46% less capital invested

Capital invested by funds: $134M → $72.6M (-$61.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
17
Reduced
24
Closed
16
Calls
$1.27M
Puts
Net Calls
+$1.27M
Net Calls Change
+$821K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.6M -$535K -27,804 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.8M +$72K +3,742 +0.7%
Ameriprise
3
Ameriprise
Minnesota
$6.66M +$731 +38 +0%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.31M -$63.1K -3,277 -1%
SFM
5
Systematic Financial Management
New Jersey
$4.81M -$211K -10,985 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.23M +$87.4K +4,540 +2%
SCP
7
Siena Capital Partners
Illinois
$2.93M
State Street
8
State Street
Massachusetts
$2.64M +$295K +15,332 +13%
KCM
9
Kennedy Capital Management
Missouri
$2.5M +$2.42M +125,556 New
LSV Asset Management
10
LSV Asset Management
Illinois
$1.74M -$11.5K -600 -0.7%
BCM
11
Bridgeway Capital Management
Texas
$1.63M -$239K -12,399 -13%
Northern Trust
12
Northern Trust
Illinois
$1.62M +$24.8K +1,290 +2%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.51M -$194K -10,092 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.38M -$51.9K -2,698 -4%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.22M +$32.7K +1,700 +3%
CAM
16
ClariVest Asset Management
California
$975K +$2.14K +111 +0.2%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$909K +$880K +45,718 New
Millennium Management
18
Millennium Management
New York
$852K +$825K +42,843 New
Invesco
19
Invesco
Georgia
$744K +$720K +37,422 New
Charles Schwab
20
Charles Schwab
California
$534K
OMC
21
Old Mission Capital
Illinois
$514K +$497K +25,840 New
BCI
22
Brinker Capital Investments
Pennsylvania
$442K -$17.9K -932 -4%
OPS
23
Orion Portfolio Solutions
Nebraska
$442K -$17.9K -932 -4%
PH
24
Pinnacle Holdings
Oklahoma
$436K -$4.81K -250 -1%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$422K +$100K +5,210 +33%

CWBC Hedge Fund Activity: Q1 2024 in Review

66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q1 2024, worth a combined $72.6M — down 46% from $134M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of CWBC and 9 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 17 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $2.42M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $25.7M sold.

  • 66 institutional investors held Community West Bancshares (CWBC) as of Q1 2024, down from 73 in Q4 2023.
  • Funds reported $72.6M of Community West Bancshares stock for Q1 2024, down 46% quarter-over-quarter.
  • 9 funds opened new Community West Bancshares positions in Q1 2024 and 16 closed out, a net change of -7 holders.
  • The largest Community West Bancshares buyer in Q1 2024 was Kennedy Capital Management, an estimated $2.42M added.
  • The largest Community West Bancshares seller in Q1 2024 was Fourthstone LLC, an estimated $25.7M sold.

Based on aggregated 13F filings for Q1 2024.