Citizens Community Bancorp
CZWI
27 hedge funds and large institutions have $34.3M invested in Citizens Community Bancorp in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
13% more funds holding
Funds holding: 24 → 27 (+3)
5% more capital invested
Capital invested by funds: $32.8M → $34.3M (+$1.52M)
0.22% more ownership
Funds ownership: 41.35% → 41.56% (+0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.17M |
| 2 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$456K |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$317K |
| 4 |
PH
Pinnacle Holdings
Tulsa,
Oklahoma
|
+$211K |
| 5 |
Renaissance Technologies
New York
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$2.53M |
| 2 |
APCM
Arbiter Partners Capital Management
New York
|
-$1.61M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$303K |
| 4 |
Bank of New York Mellon
New York
|
-$140K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.89K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Bank of New York Mellon
New York
| – | -$140K | -10,375 | Closed |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| – | -$2K | -177 | Closed |
|
28
Barclays
London,
United Kingdom
| – | +$110 | +8 | New |
|
CZWI Hedge Fund Activity: Q1 2018 in Review
27 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2018, worth a combined $34.3M — up 4.6% from $32.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new CZWI positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $3.17M. The largest seller was Gendell Jeffrey L, cutting an estimated $2.53M.
- 27 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2018, up from 24 in Q4 2017.
- Funds reported $34.3M of Citizens Community Bancorp stock for Q1 2018, up 4.6% quarter-over-quarter.
- 6 funds opened new Citizens Community Bancorp positions in Q1 2018 and 3 closed out, a net change of +3 holders.
- The largest Citizens Community Bancorp buyer in Q1 2018 was Wellington Management Group, an estimated $3.17M added.
- The largest Citizens Community Bancorp seller in Q1 2018 was Gendell Jeffrey L, an estimated $2.53M sold.
Based on aggregated 13F filings for Q1 2018.