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Civista Bancshares

89 hedge funds and large institutions have $152M invested in Civista Bancshares in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 18

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

24% more capital invested

Capital invested by funds: $122M → $152M (+$29.7M)

2.44% more ownership

Funds ownership: 49.99%52.43% (+2.4%)

2% more funds holding

Funds holding: 8789 (+2)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
38
Reduced
18
Closed
7
Calls
$17K
Puts
Net Calls
+$17K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.4M +$2.04M +127,467 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.8M +$200K +12,469 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.3M +$374K +23,337 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$11.2M +$86.6K +5,400 +0.9%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.8M -$496K -30,903 -6%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$7.24M -$137K -8,546 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.93M +$115K +7,142 +2%
State Street
8
State Street
Massachusetts
$5.39M +$84.4K +5,259 +2%
CRC
9
Curi RMB Capital
Illinois
$3.69M
MCA
10
Mendon Capital Advisors
Florida
$3.69M +$3.21M +200,000 New
BFIM
11
Beese Fulmer Investment Management
Ohio
$3.44M -$43.9K -2,739 -1%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$3.16M +$186K +11,600 +7%
Northern Trust
13
Northern Trust
Illinois
$3.11M +$166K +10,333 +7%
SFS
14
Summit Financial Strategies
Ohio
$2.66M
MCM
15
Maltese Capital Management
New York
$2.31M -$241K -15,000 -11%
Morgan Stanley
16
Morgan Stanley
New York
$2.3M +$1.48M +92,061 +283%
FL
17
Fourthstone LLC
Missouri
$2.27M +$215K +13,430 +12%
LSV Asset Management
18
LSV Asset Management
Illinois
$2.18M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.17M +$528K +32,923 +39%
FWIA
20
Fort Washington Investment Advisors
Ohio
$2.12M
W
21
Wealthquest
Ohio
$1.67M
EPCA
22
Elizabeth Park Capital Advisors
Ohio
$1.6M
BCM
23
Bridgeway Capital Management
Texas
$1.54M +$58.5K +3,648 +5%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.39M +$22.5K +1,400 +2%
American Century Companies
25
American Century Companies
Missouri
$1.3M +$23.2K +1,448 +2%

CIVB Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Civista Bancshares (CIVB) for Q4 2023, worth a combined $152M — up 24% from $122M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CIVB positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $2.04M. The largest seller was Russell Investments Group, cutting an estimated $2.09M.

  • 89 institutional investors held Civista Bancshares (CIVB) as of Q4 2023, up from 87 in Q3 2023.
  • Funds reported $152M of Civista Bancshares stock for Q4 2023, up 24% quarter-over-quarter.
  • 9 funds opened new Civista Bancshares positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest Civista Bancshares buyer in Q4 2023 was BlackRock, an estimated $2.04M added.
  • The largest Civista Bancshares seller in Q4 2023 was Russell Investments Group, an estimated $2.09M sold.

Based on aggregated 13F filings for Q4 2023.