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Citizens Community Bancorp
CZWI

36 hedge funds and large institutions have $68.4M invested in Citizens Community Bancorp in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

11% more capital invested

Capital invested by funds: $61.6M → $68.4M (+$6.76M)

9% more funds holding

Funds holding: 33 → 36 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.16% less ownership

Funds ownership: 50.7% → 50.54% (-0.16%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
12
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVC
Eidelman Virant Capital
Missouri
+$705K
2
FCM
FJ Capital Management
Virginia
+$362K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$305K
4
Renaissance Technologies
Renaissance Technologies
New York
+$251K
5
BCM
Bridgeway Capital Management
Texas
+$222K

Top Sellers

Rank Fund Capital Flow
1
EC
EJF Capital
Virginia
-$1.54M
2
FL
Fourthstone LLC
Missouri
-$1.31M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$644K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$233K
5
GJL
Gendell Jeffrey L
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
26
Acadian Asset Management
Massachusetts
$35K +$32.5K +2,835 New
SIS
27
Sound Income Strategies
Florida
$27.2K – – –
HI
28
Harbour Investments
Wisconsin
$15K +$13.8K +1,204 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
CFFP
30
Center for Financial Planning
Michigan
$12K – – –
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$12K +$11.2K +979 New
IAIM
32
International Assets Investment Management
Florida
$8K – – –
Wells Fargo
33
Wells Fargo
California
$1K -$67K -5,842 -99%
TRCT
34
Tower Research Capital (TRC)
New York
$1K -$4.75K -414 -85%
Bank of America
35
Bank of America
North Carolina
$1K +$1.02K +89 New
UBS Group
36
UBS Group
Switzerland
$1K +$1.07K +93 New
EC
37
EJF Capital
Virginia
– -$1.54M -141,557 Closed
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
– -$233K -21,437 Closed
LPL Financial
39
LPL Financial
California
– -$110K -10,106 Closed
Morgan Stanley
40
Morgan Stanley
New York
– -$2K -151 Closed
1
2

CZWI Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2021, worth a combined $68.4M — up 11% from $61.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CZWI positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Eidelman Virant Capital, opening a new position worth an estimated $705K. The largest seller was EJF Capital, exiting entirely with an estimated $1.54M sold.

  • 36 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2021, up from 33 in Q4 2020.
  • Funds reported $68.4M of Citizens Community Bancorp stock for Q1 2021, up 11% quarter-over-quarter.
  • 7 funds opened new Citizens Community Bancorp positions in Q1 2021 and 4 closed out, a net change of +3 holders.
  • The largest Citizens Community Bancorp buyer in Q1 2021 was Eidelman Virant Capital, an estimated $705K added.
  • The largest Citizens Community Bancorp seller in Q1 2021 was EJF Capital, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2021.