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CWBC

Community West Bancshares

77 hedge funds and large institutions have $167M invested in Community West Bancshares in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 9 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8,589% more call options, than puts

Call options by funds: $782K | Put options by funds: $9K

300% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 9

130% more capital invested

Capital invested by funds: $72.6M → $167M (+$94M)

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

17% more funds holding

Funds holding: 6677 (+11)

6.44% more ownership

Funds ownership: 41.29%47.73% (+6.4%)

Holders
77
Holders Change
+11
Holders Change %
+16.67%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
36
Reduced
9
Closed
15
Calls
$782K
Puts
$9K
Net Calls
+$773K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$31.8M +$30.2M +1,719,272 New
BlackRock
2
BlackRock
New York
$19.6M +$8.35M +475,728 +82%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18M +$7.53M +429,263 +79%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.9M +$11.3M +641,347 New
PMG
5
Private Management Group
California
$10.3M +$9.78M +557,479 New
PCA
6
PL Capital Advisors
Florida
$7.87M +$7.47M +425,551 New
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.77M +$1.74M +99,001 +37%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.75M +$2.59M +147,634 +68%
Ameriprise
9
Ameriprise
Minnesota
$6.15M -$37.8K -2,153 -0.6%
SCP
10
Siena Capital Partners
Illinois
$4.9M +$2.06M +117,578 +80%
SFM
11
Systematic Financial Management
New Jersey
$4.84M +$348K +19,805 +8%
State Street
12
State Street
Massachusetts
$4.13M +$1.59M +90,558 +68%
BCM
13
Bridgeway Capital Management
Texas
$4.1M +$2.45M +139,360 +170%
KCM
14
Kennedy Capital Management
Missouri
$2.45M +$119K +6,804 +5%
Northern Trust
15
Northern Trust
Illinois
$2.4M +$846K +48,222 +59%
American Century Companies
16
American Century Companies
Missouri
$2.22M +$2.11M +120,070 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.77M +$463K +26,389 +38%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$1.65M +$1.57M +89,333 New
LSV Asset Management
19
LSV Asset Management
Illinois
$1.51M -$109K -6,219 -7%
CSC
20
Caldwell Sutter Capital
California
$1.38M +$959K +54,662 +273%
EF
21
Empowered Funds
Pennsylvania
$1.34M +$1.27M +72,572 New
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$1.29M +$418K +23,840 +52%
Renaissance Technologies
23
Renaissance Technologies
New York
$1.15M +$19.1K +1,089 +2%
CAM
24
ClariVest Asset Management
California
$933K +$24.1K +1,376 +3%
Charles Schwab
25
Charles Schwab
California
$878K +$362K +20,622 +77%

CWBC Hedge Fund Activity: Q2 2024 in Review

77 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q2 2024, worth a combined $167M — up 130% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CWBC positions and 15 closed out — a net gain of 11 holders — while 36 added to existing stakes and 9 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $30.2M. The largest seller was Acadian Asset Management, cutting an estimated $1.23M.

  • 77 institutional investors held Community West Bancshares (CWBC) as of Q2 2024, up from 66 in Q1 2024.
  • Funds reported $167M of Community West Bancshares stock for Q2 2024, up 130% quarter-over-quarter.
  • 26 funds opened new Community West Bancshares positions in Q2 2024 and 15 closed out, a net change of +11 holders.
  • The largest Community West Bancshares buyer in Q2 2024 was Fourthstone LLC, an estimated $30.2M added.
  • The largest Community West Bancshares seller in Q2 2024 was Acadian Asset Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2024.