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Citizens Community Bancorp
CZWI

41 hedge funds and large institutions have $74.2M invested in Citizens Community Bancorp in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $60.7M → $74.2M (+$13.5M)

17% more funds holding

Funds holding: 35 → 41 (+6)

5.32% more ownership

Funds ownership: 48.7% → 54.02% (+5.3%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.41M
2
BFC
Banc Funds Company
Illinois
+$604K
3
ECM
ExodusPoint Capital Management
New York
+$350K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$292K
5
SC
Southside Capital
Florida
+$228K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$2.39M
2
EC
EJF Capital
Virginia
-$2.21M
3
TAM
THB Asset Management
Connecticut
-$594K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$565K
5
GJL
Gendell Jeffrey L
-$548K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Credit Suisse
Switzerland
$215K +$204K +17,600 New
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$215K +$204K +17,600 New
OGC
28
One68 Global Capital
New York
$212K +$201K +17,350 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$190K +$1.09K +94 +0.6%
Northern Trust
30
Northern Trust
Illinois
$152K +$20K +1,719 +16%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$142K +$135K +11,652 New
Wells Fargo
32
Wells Fargo
California
$138K +$83.9K +7,229 +175%
BlackRock
33
BlackRock
New York
$37K – – –
SIS
34
Sound Income Strategies
Florida
$27K – – –
Bank of America
35
Bank of America
North Carolina
$24K -$2.22K -191 -9%
CFFP
36
Center for Financial Planning
Michigan
$12K +$11.6K +1,000 New
AG
37
Advisor Group
Arizona
$10K – – –
Deutsche Bank
38
Deutsche Bank
Germany
$9K -$18.6K -1,604 -68%
SF
39
Synovus Financial
Georgia
$5K – – –
TRCT
40
Tower Research Capital (TRC)
New York
$1K -$3.61K -311 -76%
Canada Life
41
Canada Life
Manitoba, Canada
$1K +$534 +46 New
MIM
42
Monashee Investment Management
Massachusetts
– -$213K -19,230 Closed
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
– -$8K -692 Closed
1
2

CZWI Hedge Fund Activity: Q4 2019 in Review

41 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2019, worth a combined $74.2M — up 22% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CZWI positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.41M. The largest seller was Maltese Capital Management, cutting an estimated $2.39M.

  • 41 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2019, up from 35 in Q3 2019.
  • Funds reported $74.2M of Citizens Community Bancorp stock for Q4 2019, up 22% quarter-over-quarter.
  • 9 funds opened new Citizens Community Bancorp positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2019 was Vanguard Group, an estimated $1.41M added.
  • The largest Citizens Community Bancorp seller in Q4 2019 was Maltese Capital Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2019.