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Citizens Community Bancorp
CZWI

40 hedge funds and large institutions have $37.3M invested in Citizens Community Bancorp in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2.31% less ownership

Funds ownership: 54.02% → 51.71% (-2.3%)

2% less funds holding

Funds holding: 41 → 40 (-1)

50% less capital invested

Capital invested by funds: $74.2M → $37.3M (-$36.9M)

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.42M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$1.08M
3
BlackRock
BlackRock
New York
+$111K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$83.7K
5
Bank of America
Bank of America
North Carolina
+$64.8K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$3.29M
2
TAM
THB Asset Management
Connecticut
-$506K
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$503K
4
BCM
Bridgeway Capital Management
Texas
-$343K
5
Renaissance Technologies
Renaissance Technologies
New York
-$273K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$93K -$273K -25,526 -64%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$93K -$11.2K -1,049 -7%
Northern Trust
28
Northern Trust
Illinois
$91K +$18.6K +1,739 +14%
BlackRock
29
BlackRock
New York
$86K +$111K +10,328 +341%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$75K – – –
Bank of America
31
Bank of America
North Carolina
$52K +$64.8K +6,045 +302%
Citigroup
32
Citigroup
New York
$15K +$24.2K +2,260 New
SIS
33
Sound Income Strategies
Florida
$14K – – –
HIM
34
Hillsdale Investment Management
Ontario, Canada
$14K +$23.6K +2,200 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$14K +$23.7K +2,216 New
CFFP
36
Center for Financial Planning
Michigan
$6K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$5K +$8.84K +825 New
SF
38
Synovus Financial
Georgia
$2K +$64 +6 +2%
MCM
39
Maltese Capital Management
New York
– -$3.29M -268,887 Closed
OGC
40
One68 Global Capital
New York
– -$212K -17,350 Closed
Deutsche Bank
41
Deutsche Bank
Germany
– -$9K -747 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$1K -100 Closed
US Bancorp
43
US Bancorp
Minnesota
– +$804 +75 New
1
2

CZWI Hedge Fund Activity: Q1 2020 in Review

40 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2020, worth a combined $37.3M — down 50% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CZWI positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.42M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $3.29M sold.

  • 40 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2020, down from 41 in Q4 2019.
  • Funds reported $37.3M of Citizens Community Bancorp stock for Q1 2020, down 50% quarter-over-quarter.
  • 5 funds opened new Citizens Community Bancorp positions in Q1 2020 and 4 closed out, a net change of +1 holder.
  • The largest Citizens Community Bancorp buyer in Q1 2020 was Fourthstone LLC, an estimated $2.42M added.
  • The largest Citizens Community Bancorp seller in Q1 2020 was Maltese Capital Management, an estimated $3.29M sold.

Based on aggregated 13F filings for Q1 2020.