Citizens Community Bancorp
CZWI
35 hedge funds and large institutions have $60.7M invested in Citizens Community Bancorp in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 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
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
13% more funds holding
Funds holding: 31 → 35 (+4)
8% more capital invested
Capital invested by funds: $56.1M → $60.7M (+$4.57M)
1.88% more ownership
Funds ownership: 46.83% → 48.7% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.95M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$2.02M |
| 3 |
Millennium Management
New York
|
+$643K |
| 4 |
Goldman Sachs
New York
|
+$517K |
| 5 |
MIM
Monashee Investment Management
Boston,
Massachusetts
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$2.02M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$502K |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$418K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$45.1K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $46K | +$12.6K | +1,147 | +38% |
|
27
BlackRock
New York
| $34K | – | – | – |
|
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $26K | -$45.1K | -4,113 | -64% |
|
29
Bank of America
Charlotte,
North Carolina
| $24K | +$142 | +13 | +0.6% |
|
|
SIS
30
Sound Income Strategies
Ft Lauderdale,
Florida
| $24K | +$24K | +2,194 | New |
|
|
AG
31
Advisor Group
Phoenix,
Arizona
| $9K | – | – | – |
|
32
Acadian Asset Management
Boston,
Massachusetts
| $8K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $5K | +$3.41K | +311 | +311% |
|
|
SF
34
Synovus Financial
Columbus,
Georgia
| $4K | – | – | – |
|
35
Morgan Stanley
New York
| – | -$1K | -54 | Closed |
|
CZWI Hedge Fund Activity: Q3 2019 in Review
35 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q3 2019, worth a combined $60.7M — up 8.2% from $56.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CZWI positions and 1 closed out — a net gain of 4 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $2.95M. The largest seller was Maltese Capital Management, cutting an estimated $2.02M.
- 35 institutional investors held Citizens Community Bancorp (CZWI) as of Q3 2019, up from 31 in Q2 2019.
- Funds reported $60.7M of Citizens Community Bancorp stock for Q3 2019, up 8.2% quarter-over-quarter.
- 5 funds opened new Citizens Community Bancorp positions in Q3 2019 and 1 closed out, a net change of +4 holders.
- The largest Citizens Community Bancorp buyer in Q3 2019 was AllianceBernstein, an estimated $2.95M added.
- The largest Citizens Community Bancorp seller in Q3 2019 was Maltese Capital Management, an estimated $2.02M sold.
Based on aggregated 13F filings for Q3 2019.