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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
Ritholtz Wealth Management
New York
|
+$1.4M |
| 2 |
BlackRock
New York
|
+$1.3M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$274K |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$259K |
| 5 |
JP Morgan Chase
New York
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$2.27M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$1.67M |
| 3 |
Morgan Stanley
New York
|
-$1.15M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$580K |
| 5 |
MCM
Maltese Capital Management
New York
|
-$454K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$385 | +24 | New |
|
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.