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Citizens Community Bancorp
CZWI

35 hedge funds and large institutions have $73M invested in Citizens Community Bancorp in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

7% more capital invested

Capital invested by funds: $68.4M → $73M (+$4.6M)

1.58% less ownership

Funds ownership: 50.54% → 48.97% (-1.6%)

3% less funds holding

Funds holding: 36 → 35 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
16
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$2.45M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$852K
3
EVC
Eidelman Virant Capital
Missouri
+$452K
4
State Street
State Street
Massachusetts
+$359K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$205K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$6.37M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$551K
3
Millennium Management
Millennium Management
New York
-$158K
4
BlackRock
BlackRock
New York
-$147K
5
BCM
Bridgeway Capital Management
Texas
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Globeflex Capital
California
$59K +$58K +4,300 New
Osaic Holdings
27
Osaic Holdings
Arizona
$53K +$930 +69 +2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$15K – – –
CFFP
29
Center for Financial Planning
Michigan
$14K – – –
Barclays
30
Barclays
United Kingdom
$10K +$10.1K +746 New
TRCT
31
Tower Research Capital (TRC)
New York
$5K +$3.8K +282 +397%
HI
32
Harbour Investments
Wisconsin
$3K -$13.5K -1,000 -83%
Bank of America
33
Bank of America
North Carolina
$2K +$1.2K +89 +100%
Wells Fargo
34
Wells Fargo
California
$1K -$27 -2 -3%
Millennium Management
35
Millennium Management
New York
– -$158K -12,715 Closed
California Public Employees Retirement System
36
California Public Employees Retirement System
California
– -$135K -10,841 Closed
SIS
37
Sound Income Strategies
Florida
– -$27.2K -2,194 Closed
IAIM
38
International Assets Investment Management
Florida
– -$8K -700 Closed
UBS Group
39
UBS Group
Switzerland
– -$1K -93 Closed
Deutsche Bank
40
Deutsche Bank
Germany
– +$27 +2 New
1
2

CZWI Hedge Fund Activity: Q2 2021 in Review

35 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q2 2021, worth a combined $73M — up 6.7% from $68.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CZWI and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 16 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $2.45M. The largest seller was Fourthstone LLC, cutting an estimated $6.37M.

  • 35 institutional investors held Citizens Community Bancorp (CZWI) as of Q2 2021, down from 36 in Q1 2021.
  • Funds reported $73M of Citizens Community Bancorp stock for Q2 2021, up 6.7% quarter-over-quarter.
  • 4 funds opened new Citizens Community Bancorp positions in Q2 2021 and 5 closed out, a net change of -1 holder.
  • The largest Citizens Community Bancorp buyer in Q2 2021 was Manulife (Manufacturers Life Insurance), an estimated $2.45M added.
  • The largest Citizens Community Bancorp seller in Q2 2021 was Fourthstone LLC, an estimated $6.37M sold.

Based on aggregated 13F filings for Q2 2021.