Citizens Community Bancorp
CZWI
35 hedge funds and large institutions have $38.8M invested in Citizens Community Bancorp in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 35 → 35 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.95% less ownership
Funds ownership: 51.73% → 50.78% (-0.95%)
2% less capital invested
Capital invested by funds: $39.6M → $38.8M (-$828K)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$788K |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
+$160K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$123K |
| 4 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$68.5K |
| 5 |
First Manhattan
New York
|
+$51.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.31M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$180K |
| 3 |
Goldman Sachs
New York
|
-$116K |
| 4 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$96.4K |
| 5 |
Renaissance Technologies
New York
|
-$86.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVC
26
Eidelman Virant Capital
Saint Louis,
Missouri
| $69K | +$68.5K | +10,000 | New |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $27K | +$20.8K | +3,034 | +368% |
|
|
SIS
28
Sound Income Strategies
Ft Lauderdale,
Florida
| $15K | – | – | – |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| $15K | +$14.9K | +2,171 | New |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $8K | – | – | – |
|
|
CFFP
31
Center for Financial Planning
Southfied,
Michigan
| $7K | – | – | – |
|
32
Bank of America
Charlotte,
North Carolina
| $1K | -$14K | -2,046 | -96% |
|
33
Millennium Management
New York
| $218 | -$50.5K | -7,377 | -19% |
|
|
34
Goldman Sachs
New York
| – | -$116K | -16,864 | Closed |
|
|
SF
35
Synovus Financial
Columbus,
Georgia
| – | -$3K | -376 | Closed |
|
36
Canada Life
Winnipeg,
Manitoba, Canada
| – | -$1K | -105 | Closed |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$7 | +1 | +5% |
|
CZWI Hedge Fund Activity: Q3 2020 in Review
35 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q3 2020, worth a combined $38.8M — down 2.1% from $39.6M a quarter earlier.
Fund positioning in CZWI was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 8 added to existing stakes and 12 trimmed.
The largest buyer was Banc Funds Company, adding an estimated $788K. The largest seller was Wellington Management Group, cutting an estimated $1.31M.
- 35 institutional investors held Citizens Community Bancorp (CZWI) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $38.8M of Citizens Community Bancorp stock for Q3 2020, down 2.1% quarter-over-quarter.
- 3 funds opened new Citizens Community Bancorp positions in Q3 2020 and 3 closed out, a net change of 0 holders.
- The largest Citizens Community Bancorp buyer in Q3 2020 was Banc Funds Company, an estimated $788K added.
- The largest Citizens Community Bancorp seller in Q3 2020 was Wellington Management Group, an estimated $1.31M sold.
Based on aggregated 13F filings for Q3 2020.