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CWBC

Community West Bancshares

91 hedge funds and large institutions have $183M invested in Community West Bancshares in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

88% more call options, than puts

Call options by funds: $15K | Put options by funds: $8K

75% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 20

10% more funds holding

Funds holding: 8391 (+8)

2% more capital invested

Capital invested by funds: $179M → $183M (+$4.08M)

0.8% more ownership

Funds ownership: 49.03%49.83% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+8
Holders Change %
+9.64%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
35
Reduced
20
Closed
6
Calls
$15K
Puts
$8K
Net Calls
+$7K
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$33.8M -$2.47M -124,113 -7%
BlackRock
2
BlackRock
New York
$22.3M +$137K +6,867 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.5M -$859K -43,145 -5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.4M +$707K +35,509 +5%
PMG
5
Private Management Group
California
$10.7M -$75.7K -3,801 -0.7%
PCA
6
PL Capital Advisors
Florida
$8.24M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$7.52M -$21.6K -1,086 -0.3%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.92M -$458 -23 -0%
SFM
9
Systematic Financial Management
New Jersey
$5.81M +$144K +7,225 +2%
Ameriprise
10
Ameriprise
Minnesota
$5.6M -$787K -39,519 -12%
State Street
11
State Street
Massachusetts
$4.93M +$51.9K +2,605 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$4.28M +$4.38M +220,110 +24,029%
SCP
13
Siena Capital Partners
Illinois
$4.07M
CCM
14
Cutler Capital Management
Massachusetts
$3.14M +$3.23M +162,061 New
BCM
15
Bridgeway Capital Management
Texas
$3.08M -$885K -44,444 -22%
Northern Trust
16
Northern Trust
Illinois
$2.64M -$34.9K -1,755 -1%
KCM
17
Kennedy Capital Management
Missouri
$2.3M +$63.2K +3,175 +3%
American Century Companies
18
American Century Companies
Missouri
$2M -$83.9K -4,217 -4%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$1.73M
CSC
20
Caldwell Sutter Capital
California
$1.45M
EF
21
Empowered Funds
Pennsylvania
$1.3M -$188K -9,444 -12%
Renaissance Technologies
22
Renaissance Technologies
New York
$1.14M +$3.25K +163 +0.3%
Victory Capital Management
23
Victory Capital Management
Texas
$1.06M +$211K +10,600 +24%
Goldman Sachs
24
Goldman Sachs
New York
$974K +$242K +12,137 +32%
Charles Schwab
25
Charles Schwab
California
$938K +$32.3K +1,623 +3%

CWBC Hedge Fund Activity: Q4 2024 in Review

91 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Community West Bancshares (CWBC) for Q4 2024, worth a combined $183M — up 2.3% from $179M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CWBC positions and 6 closed out — a net gain of 9 holders — while 35 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $4.38M. The largest seller was Fourthstone LLC, cutting an estimated $2.47M.

  • 91 institutional investors held Community West Bancshares (CWBC) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $183M of Community West Bancshares stock for Q4 2024, up 2.3% quarter-over-quarter.
  • 15 funds opened new Community West Bancshares positions in Q4 2024 and 6 closed out, a net change of +9 holders.
  • The largest Community West Bancshares buyer in Q4 2024 was Fidelity Investments, an estimated $4.38M added.
  • The largest Community West Bancshares seller in Q4 2024 was Fourthstone LLC, an estimated $2.47M sold.

Based on aggregated 13F filings for Q4 2024.