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Civista Bancshares
CIVB

95 hedge funds and large institutions have $125M invested in Civista Bancshares in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

7% more funds holding

Funds holding: 89 → 95 (+6)

0.61% less ownership

Funds ownership: 52.43% → 51.82% (-0.61%)

18% less capital invested

Capital invested by funds: $152M → $125M (-$26.7M)

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
25
Closed
6
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$14K

Top Buyers

Rank Fund Capital Flow
1
RWM
Ritholtz Wealth Management
New York
+$1.4M
2
BlackRock
BlackRock
New York
+$1.3M
3
PAG
Private Advisor Group
New Jersey
+$274K
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$259K
5
JP Morgan Chase
JP Morgan Chase
New York
+$209K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$2.27M
2
W
Wealthquest
Ohio
-$1.67M
3
Morgan Stanley
Morgan Stanley
New York
-$1.15M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$580K
5
MCM
Maltese Capital Management
New York
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$305K -$20.6K -1,286 -6%
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$299K -$229K -14,300 -42%
SM
53
Salzhauer Michael
$299K – – –
QC
54
Quadrature Capital
United Kingdom
$283K +$58.9K +3,672 +25%
PAG
55
Private Advisor Group
New Jersey
$263K +$274K +17,084 New
Mariner
56
Mariner
Kansas
$260K +$1.65K +103 +0.6%
AFG
57
Atomi Financial Group
New York
$256K – – –
HSBC Holdings
58
HSBC Holdings
United Kingdom
$248K +$259K +16,142 New
Prudential Financial
59
Prudential Financial
New Jersey
$244K -$20.8K -1,300 -8%
LPL Financial
60
LPL Financial
California
$227K – – –
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$215K -$63.4K -3,956 -22%
RJA
62
Raymond James & Associates
Florida
$208K +$11.2K +700 +5%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$170K +$178K +11,081 New
RJFSA
64
Raymond James Financial Services Advisors
Florida
$161K +$1.33K +83 +0.8%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$160K +$166K +10,370 New
GJL
66
Gendell Jeffrey L
$154K – – –
Deutsche Bank
67
Deutsche Bank
Germany
$138K +$38.4K +2,393 +36%
MIM
68
MetLife Investment Management
New Jersey
$127K – – –
AIG
69
American International Group
New York
$117K -$1.04K -65 -0.8%
HIM
70
Hillsdale Investment Management
Ontario, Canada
$90.7K – – –
Wells Fargo
71
Wells Fargo
California
$84K +$11.3K +702 +15%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$66.7K – – –
EC
73
EntryPoint Capital
New York
$63.4K +$66K +4,119 New
Citigroup
74
Citigroup
New York
$51.2K +$11.9K +740 +29%
Osaic Holdings
75
Osaic Holdings
Arizona
$25K – – –
1 2
3
4 5

CIVB Hedge Fund Activity: Q1 2024 in Review

95 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Civista Bancshares (CIVB) for Q1 2024, worth a combined $125M — down 18% from $152M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CIVB positions and 6 closed out — a net gain of 7 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Ritholtz Wealth Management, opening a new position worth an estimated $1.4M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $2.27M sold.

  • 95 institutional investors held Civista Bancshares (CIVB) as of Q1 2024, up from 89 in Q4 2023.
  • Funds reported $125M of Civista Bancshares stock for Q1 2024, down 18% quarter-over-quarter.
  • 13 funds opened new Civista Bancshares positions in Q1 2024 and 6 closed out, a net change of +7 holders.
  • The largest Civista Bancshares buyer in Q1 2024 was Ritholtz Wealth Management, an estimated $1.4M added.
  • The largest Civista Bancshares seller in Q1 2024 was Fourthstone LLC, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2024.