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Civista Bancshares

89 hedge funds and large institutions have $137M invested in Civista Bancshares in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $132M → $137M (+$5.77M)

0.37% more ownership

Funds ownership: 49.69%50.07% (+0.37%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

4% less funds holding

Funds holding: 9389 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
26
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PH
26
Pinnacle Holdings
Oklahoma
$1.04M
William Blair & Company
27
William Blair & Company
Illinois
$927K
FL
28
Fourthstone LLC
Missouri
$918K +$840K +52,743 New
Victory Capital Management
29
Victory Capital Management
Texas
$776K -$97.1K -6,097 -12%
Charles Schwab
30
Charles Schwab
California
$715K -$764 -48 -0.1%
EST
31
EA Series Trust
Pennsylvania
$595K +$544K +34,194 New
EF
32
Empowered Funds
Pennsylvania
$595K +$544K +34,194 New
Morgan Stanley
33
Morgan Stanley
New York
$593K +$39.4K +2,475 +8%
Los Angeles Capital Management
34
Los Angeles Capital Management
California
$588K
B
35
Bailard
California
$516K +$57.3K +3,600 +14%
SO
36
STRS Ohio
Ohio
$481K +$35K +2,200 +9%
Mariner
37
Mariner
Kansas
$479K -$15.7K -985 -3%
Two Sigma Advisers
38
Two Sigma Advisers
New York
$472K +$28.7K +1,800 +7%
CFA
39
CWS Financial Advisors
Michigan
$465K
Ameriprise
40
Ameriprise
Minnesota
$460K -$2.52K -158 -0.6%
PNC
41
Park National Corp
Ohio
$440K
N
42
Nuveen
North Carolina
$438K
Goldman Sachs
43
Goldman Sachs
New York
$410K +$375K +23,535 New
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$409K -$8.2K -515 -2%
BRWA
45
B. Riley Wealth Advisors
Florida
$407K +$373K +23,405 New
Prudential Financial
46
Prudential Financial
New Jersey
$404K +$70.1K +4,400 +23%
Barclays
47
Barclays
United Kingdom
$376K +$19.7K +1,235 +6%
Boston Partners
48
Boston Partners
Massachusetts
$373K
Bank of America
49
Bank of America
North Carolina
$363K -$28.1K -1,762 -8%
SM
50
Salzhauer Michael
$338K -$7.96K -500 -3%

CIVB Hedge Fund Activity: Q2 2023 in Review

89 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Civista Bancshares (CIVB) for Q2 2023, worth a combined $137M — up 4.4% from $132M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CIVB and 11 opened new positions — a net loss of 3 holders — while 27 trimmed existing stakes and 26 added.

The largest buyer was BlackRock, adding an estimated $1.32M. The largest seller was AllianceBernstein, exiting entirely with an estimated $2.48M sold.

  • 89 institutional investors held Civista Bancshares (CIVB) as of Q2 2023, down from 93 in Q1 2023.
  • Funds reported $137M of Civista Bancshares stock for Q2 2023, up 4.4% quarter-over-quarter.
  • 11 funds opened new Civista Bancshares positions in Q2 2023 and 14 closed out, a net change of -3 holders.
  • The largest Civista Bancshares buyer in Q2 2023 was BlackRock, an estimated $1.32M added.
  • The largest Civista Bancshares seller in Q2 2023 was AllianceBernstein, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2023.