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CWBC

Community West Bancshares

83 hedge funds and large institutions have $179M invested in Community West Bancshares in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,812% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $83K

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

8% more funds holding

Funds holding: 7783 (+6)

7% more capital invested

Capital invested by funds: $167M → $179M (+$12.2M)

1.3% more ownership

Funds ownership: 47.73%49.03% (+1.3%)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
83
Holders Change
+6
Holders Change %
+7.79%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
22
Reduced
26
Closed
5
Calls
$1.59M
Puts
$83K
Net Calls
+$1.5M
Net Calls Change
+$731K
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$36M +$2.94M +149,506 +9%
BlackRock
2
BlackRock
New York
$22M +$1.68M +85,225 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.2M -$489K -24,842 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$12.6M +$251K +12,768 +2%
PMG
5
Private Management Group
California
$10.7M -$20.8K -1,057 -0.2%
PCA
6
PL Capital Advisors
Florida
$8.2M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.5M +$478K +24,294 +7%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.89M -$167K -8,488 -2%
Ameriprise
9
Ameriprise
Minnesota
$6.33M -$75K -3,811 -1%
SFM
10
Systematic Financial Management
New Jersey
$5.64M +$611K +31,075 +12%
State Street
11
State Street
Massachusetts
$4.85M +$565K +28,695 +13%
SCP
12
Siena Capital Partners
Illinois
$4.05M -$1.08M -54,760 -21%
BCM
13
Bridgeway Capital Management
Texas
$3.91M -$359K -18,222 -8%
Northern Trust
14
Northern Trust
Illinois
$2.66M +$162K +8,256 +6%
KCM
15
Kennedy Capital Management
Missouri
$2.23M -$331K -16,816 -13%
American Century Companies
16
American Century Companies
Missouri
$2.07M -$253K -12,844 -11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.84M -$4.09K -208 -0.2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$1.72M
LSV Asset Management
19
LSV Asset Management
Illinois
$1.49M -$79.5K -4,040 -5%
EF
20
Empowered Funds
Pennsylvania
$1.47M +$76.5K +3,886 +5%
CSC
21
Caldwell Sutter Capital
California
$1.44M
Renaissance Technologies
22
Renaissance Technologies
New York
$1.13M -$72.8K -3,700 -6%
Morgan Stanley
23
Morgan Stanley
New York
$1.01M +$555K +28,225 +117%
CAM
24
ClariVest Asset Management
California
$933K
Charles Schwab
25
Charles Schwab
California
$901K -$13.2K -669 -1%

CWBC Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q3 2024, worth a combined $179M — up 7.3% from $167M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new CWBC positions and 5 closed out — a net gain of 6 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.94M. The largest seller was Siena Capital Partners, cutting an estimated $1.08M.

  • 83 institutional investors held Community West Bancshares (CWBC) as of Q3 2024, up from 77 in Q2 2024.
  • Funds reported $179M of Community West Bancshares stock for Q3 2024, up 7.3% quarter-over-quarter.
  • 11 funds opened new Community West Bancshares positions in Q3 2024 and 5 closed out, a net change of +6 holders.
  • The largest Community West Bancshares buyer in Q3 2024 was Fourthstone LLC, an estimated $2.94M added.
  • The largest Community West Bancshares seller in Q3 2024 was Siena Capital Partners, an estimated $1.08M sold.

Based on aggregated 13F filings for Q3 2024.