Citizens Community Bancorp
CZWI
28 hedge funds and large institutions have $36.1M invested in Citizens Community Bancorp in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5% more capital invested
Capital invested by funds: $34.3M → $36.1M (+$1.74M)
4% more funds holding
Funds holding: 27 → 28 (+1)
1.5% more ownership
Funds ownership: 41.56% → 43.06% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$465K |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$423K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$238K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$188K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$62K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$80.9K |
| 2 |
Renaissance Technologies
New York
|
-$27.8K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$12.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $1K | +$625 | +45 | +83% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | +$1.17K | +84 | New |
|
CZWI Hedge Fund Activity: Q2 2018 in Review
28 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q2 2018, worth a combined $36.1M — up 5.1% from $34.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CZWI positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $465K. The largest seller was Gendell Jeffrey L, cutting an estimated $80.9K.
- 28 institutional investors held Citizens Community Bancorp (CZWI) as of Q2 2018, up from 27 in Q1 2018.
- Funds reported $36.1M of Citizens Community Bancorp stock for Q2 2018, up 5.1% quarter-over-quarter.
- 3 funds opened new Citizens Community Bancorp positions in Q2 2018 and 2 closed out, a net change of +1 holder.
- The largest Citizens Community Bancorp buyer in Q2 2018 was Wellington Management Group, an estimated $465K added.
- The largest Citizens Community Bancorp seller in Q2 2018 was Gendell Jeffrey L, an estimated $80.9K sold.
Based on aggregated 13F filings for Q2 2018.