Citizens Community Bancorp
CZWI
33 hedge funds and large institutions have $61.6M invested in Citizens Community Bancorp in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.
59% more capital invested
Capital invested by funds: $38.8M → $61.6M (+$22.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.08% less ownership
Funds ownership: 50.78% → 50.7% (-0.08%)
6% less funds holding
Funds holding: 35 → 33 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.28M |
| 2 |
GJL
Gendell Jeffrey L
|
+$190K |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$167K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
+$113K |
| 5 |
LPL Financial
San Diego,
California
|
+$88.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
-$1.42M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$706K |
| 3 |
Millennium Management
New York
|
-$135K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$71.9K |
| 5 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$69K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| $64K | -$71.9K | -8,240 | -58% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $42K | – | – | – |
|
|
SIS
28
Sound Income Strategies
Ft Lauderdale,
Florida
| $24K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $12K | – | – | – |
|
|
CFFP
30
Center for Financial Planning
Southfied,
Michigan
| $11K | – | – | – |
|
|
IAIM
31
International Assets Investment Management
Orlando,
Florida
| $8K | +$6.11K | +700 | New |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $5K | -$14.7K | -1,686 | -78% |
|
33
Morgan Stanley
New York
| $2K | +$1.32K | +151 | New |
|
|
CCM
34
Cutler Capital Management
Worcester,
Massachusetts
| – | -$1.42M | -205,561 | Closed |
|
|
EVC
35
Eidelman Virant Capital
Saint Louis,
Missouri
| – | -$69K | -10,000 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$1K | -88 | Closed |
|
CZWI Hedge Fund Activity: Q4 2020 in Review
33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2020, worth a combined $61.6M — up 59% from $38.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of CZWI and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was Vanguard Group, adding an estimated $2.28M. The largest seller was Cutler Capital Management, exiting entirely with an estimated $1.42M sold.
- 33 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2020, down from 35 in Q3 2020.
- Funds reported $61.6M of Citizens Community Bancorp stock for Q4 2020, up 59% quarter-over-quarter.
- 3 funds opened new Citizens Community Bancorp positions in Q4 2020 and 5 closed out, a net change of -2 holders.
- The largest Citizens Community Bancorp buyer in Q4 2020 was Vanguard Group, an estimated $2.28M added.
- The largest Citizens Community Bancorp seller in Q4 2020 was Cutler Capital Management, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2020.