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CWBC Institutional Ownership

Community West Bancshares
1W: +0.9% 1M: -1.5% 3M: +3.2% YTD: +18.2% 1Y: +21.8% 3Y: +117.6% 5Y: +125.0%
$25.94
-0.17 (-0.65%)
Pre-Market: $25.91 (-0.04, -0.13%)
Weekly Expected Move ±2.8%
$24 $25 $26 $27 $27
NASDAQ · Financial Services · Banks - Regional · Tech Score Neutral · Power 56 · $546.2M mcap · 16M float · 1.95% daily turnover · Short 52% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Institutional Ownership — CWBC

160
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
$421M
Total Invested
35
New Positions
75
Increased
31
Reduced
12
Closed
2.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (171 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 2,386,807 $62M +497,741 +26.3% 8Q SEC ↗
2 DIMENSIONAL FUND ADVISORS LP 1,265,092 $33M +424,638 +50.5% 9Q SEC ↗
3 WELLINGTON MANAGEMENT GROUP LLP 1,136,107 $29M +833,312 +275.2% 9Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC 1,075,657 $28M +330,969 +44.4% 2Q SEC ↗
5 STATE STREET CORP 815,651 $21M +474,469 +139.1% 9Q SEC ↗
6 GEODE CAPITAL MANAGEMENT, LLC 616,973 $16M +220,473 +55.6% 9Q SEC ↗
7 SYSTEMATIC FINANCIAL MANAGEMENT LP 500,161 $13M +89,583 +21.8% 9Q SEC ↗
8 Bridgewealth Advisory Group, LLC 494,690 $13M +468,890 +1817.4% 9Q SEC ↗
9 PRIVATE MANAGEMENT GROUP INC 485,589 $13M -44,056 -8.3% 9Q SEC ↗
10 AMERICAN CENTURY COMPANIES INC 385,572 $10M +54,519 +16.5% 9Q SEC ↗
11 MANUFACTURERS LIFE INSURANCE COMPANY, 338,451 $9M -469 -0.1% 9Q SEC ↗
12 PL Capital Advisors, LLC 329,551 $9M — +0.0% 9Q SEC ↗
13 ARROWSTREET CAPITAL, LIMITED PARTNERSH 326,583 $8M +255,769 +361.2% 4Q SEC ↗
14 FMR LLC 296,127 $8M -818 -0.3% 9Q SEC ↗
15 TWO SIGMA INVESTMENTS, LP NEW 286,953 $7M — +0.0% 1Q SEC ↗
16 HOTCHKIS & WILEY CAPITAL MANAGEMENT LL 277,860 $7M +1,800 +0.7% 2Q SEC ↗
17 RENAISSANCE TECHNOLOGIES LLC 259,325 $7M +115,617 +80.5% 9Q SEC ↗
18 CITADEL ADVISORS LLC 221,531 $6M +211,504 +2109.3% 3Q SEC ↗
19 NORTHERN TRUST CORP 209,607 $5M +66,551 +46.5% 9Q SEC ↗
20 VANGUARD PORTFOLIO MANAGEMENT LLC 205,949 $5M +109,031 +112.5% 2Q SEC ↗
21 FRANKLIN RESOURCES INC 169,407 $4M +155,252 +1096.8% 3Q SEC ↗
22 Cutler Capital Management, LLC 162,139 $4M -451 -0.3% 7Q SEC ↗
23 VANGUARD FIDUCIARY TRUST CO 157,284 $4M +42,798 +37.4% 2Q SEC ↗
24 GOLDMAN SACHS GROUP INC 155,829 $4M +72,063 +86.0% 8Q SEC ↗
25 Squarepoint Ops LLC NEW 150,357 $4M — +0.0% 1Q SEC ↗
26 UBS Group AG 130,451 $3M +105,375 +420.2% 9Q SEC ↗
27 Siena Capital Partners GP, LLC 127,116 $3M — +0.0% 9Q SEC ↗
28 Connor, Clark & Lunn Investment Manage 107,832 $3M +51,418 +91.1% 7Q SEC ↗
29 MARSHALL WACE, LLP NEW 101,851 $3M — +0.0% 1Q SEC ↗
30 MORGAN STANLEY 98,680 $3M +1,722 +1.8% 9Q SEC ↗
31 Bank of New York Mellon Corp 96,820 $3M +35,662 +58.3% 9Q SEC ↗
32 PRUDENTIAL FINANCIAL INC 95,615 $2M +72,965 +322.1% 2Q SEC ↗
33 FIRST TRUST ADVISORS LP 87,057 $2M +6,171 +7.6% 8Q SEC ↗
34 CALDWELL SUTTER CAPITAL, INC. 78,625 $2M +4,548 +6.1% 9Q SEC ↗
35 AQR CAPITAL MANAGEMENT LLC 77,984 $2M +9,976 +14.7% 5Q SEC ↗
36 Creative Planning 71,675 $2M +32,521 +83.1% 2Q SEC ↗
37 Sixth Street Partners Management Compa NEW 69,767 $2M — +0.0% 1Q SEC ↗
38 CHARLES SCHWAB INVESTMENT MANAGEMENT I 69,767 $2M +27,184 +63.8% 9Q SEC ↗
39 LOS ANGELES CAPITAL MANAGEMENT LLC 68,003 $2M +11,941 +21.3% 2Q SEC ↗
40 ALLIANCEBERNSTEIN L.P. NEW 67,460 $2M — +0.0% 1Q SEC ↗
41 BARCLAYS PLC 67,076 $2M +26,391 +64.9% 9Q SEC ↗
42 XTX Topco Ltd 65,966 $2M +53,760 +440.4% 3Q SEC ↗
43 ALGERT GLOBAL LLC 55,552 $1M -42,114 -43.1% 3Q SEC ↗
44 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, L 52,414 $1M +32,301 +160.6% 2Q SEC ↗
45 Arbiter Partners Capital Management LL 52,064 $1M +8,200 +18.7% 6Q SEC ↗
46 D. E. Shaw & Co., Inc. NEW 51,345 $1M — +0.0% 1Q SEC ↗
47 SageView Advisory Group, LLC 50,881 $1M +24,636 +93.9% 2Q SEC ↗
48 VICTORY CAPITAL MANAGEMENT INC 47,000 $1M +2,000 +4.4% 8Q SEC ↗
49 HRT FINANCIAL LP NEW 46,289 $1M — +0.0% 1Q SEC ↗
50 Orion Porfolio Solutions, LLC 43,256 $1M +1,341 +3.2% 9Q SEC ↗

Recent Activity

New Positions (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
WELLINGTON MANAGEMENT GROUP LLP +833,312 +275.2% 1,136,107
BlackRock, Inc. +497,741 +26.3% 2,386,807
STATE STREET CORP +474,469 +139.1% 815,651
Bridgewealth Advisory Group, LLC +468,890 +1817.4% 494,690
DIMENSIONAL FUND ADVISORS LP +424,638 +50.5% 1,265,092
VANGUARD CAPITAL MANAGEMENT LLC +330,969 +44.4% 1,075,657
ARROWSTREET CAPITAL, LIMITED PARTNE +255,769 +361.2% 326,583
GEODE CAPITAL MANAGEMENT, LLC +220,473 +55.6% 616,973
CITADEL ADVISORS LLC +211,504 +2109.3% 221,531
FRANKLIN RESOURCES INC +155,252 +1096.8% 169,407
RENAISSANCE TECHNOLOGIES LLC +115,617 +80.5% 259,325
VANGUARD PORTFOLIO MANAGEMENT LLC +109,031 +112.5% 205,949
UBS Group AG +105,375 +420.2% 130,451
SYSTEMATIC FINANCIAL MANAGEMENT LP +89,583 +21.8% 500,161
PRUDENTIAL FINANCIAL INC +72,965 +322.1% 95,615
GOLDMAN SACHS GROUP INC +72,063 +86.0% 155,829
NORTHERN TRUST CORP +66,551 +46.5% 209,607
AMERICAN CENTURY COMPANIES INC +54,519 +16.5% 385,572
XTX Topco Ltd +53,760 +440.4% 65,966
Connor, Clark & Lunn Investment Man +51,418 +91.1% 107,832
Biggest Decreases (19)
HolderReducedChange %Total Shares
PRIVATE MANAGEMENT GROUP INC -44,056 -8.3% 485,589
ALGERT GLOBAL LLC -42,114 -43.1% 55,552
SEI INVESTMENTS CO -33,077 -46.6% 37,907
BANK OF AMERICA CORP /DE -15,277 -35.4% 27,854
ELCO Management Co., LLC -1,000 -10.2% 8,796
MENDON CAPITAL ADVISORS CORP -1,000 -4.0% 23,796
FMR LLC -818 -0.3% 296,127
CALIFORNIA STATE TEACHERS RETIREMEN -583 -64.3% 323
BFSG, LLC -539 -14.3% 3,223
MANUFACTURERS LIFE INSURANCE COMPAN -469 -0.1% 338,451
Cutler Capital Management, LLC -451 -0.3% 162,139
IEQ CAPITAL, LLC -273 -3.1% 8,440
BNP PARIBAS FINANCIAL MARKETS -189 -2.5% 7,483
Optiver Holding B.V. -112 -68.3% 52
Essential Partners LLC -88 -40.4% 130
Sterling Capital Management LLC -56 -11.8% 419
CHANNEL WEALTH LLC -43 -0.4% 9,646
Farther Finance Advisors, LLC -20 -0.6% 3,268
US BANCORP \DE -13 -0.4% 2,906

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms