Citizens Community Bancorp
CZWI
32 hedge funds and large institutions have $59M invested in Citizens Community Bancorp in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
14% more funds holding
Funds holding: 28 → 32 (+4)
13% more capital invested
Capital invested by funds: $52.2M → $59M (+$6.81M)
13.64% less ownership
Funds ownership: 63.05% → 49.41% (-14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.93M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$5.27M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$4.01M |
| 4 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$3.36M |
| 5 |
FCM
FJ Capital Management
Mclean,
Virginia
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.55M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$437K |
| 3 |
Renaissance Technologies
New York
|
-$154K |
| 4 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$48K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$37.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $9K | – | – | – |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $5K | +$211 | +17 | +4% |
|
|
SF
28
Synovus Financial
Columbus,
Georgia
| $4K | – | – | – |
|
29
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
30
JP Morgan Chase
New York
| $1K | +$620 | +50 | New |
|
|
KCM
31
Kennedy Capital Management
St Louis,
Missouri
| – | -$3.55M | -253,855 | Closed |
|
32
Morgan Stanley
New York
| – | -$558 | -45 | -83% |
|
CZWI Hedge Fund Activity: Q4 2018 in Review
32 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2018, worth a combined $59M — up 13% from $52.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CZWI positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $6.93M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $3.55M sold.
- 32 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2018, up from 28 in Q3 2018.
- Funds reported $59M of Citizens Community Bancorp stock for Q4 2018, up 13% quarter-over-quarter.
- 5 funds opened new Citizens Community Bancorp positions in Q4 2018 and 1 closed out, a net change of +4 holders.
- The largest Citizens Community Bancorp buyer in Q4 2018 was Wellington Management Group, an estimated $6.93M added.
- The largest Citizens Community Bancorp seller in Q4 2018 was Kennedy Capital Management, an estimated $3.55M sold.
Based on aggregated 13F filings for Q4 2018.