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Citizens Community Bancorp
CZWI

40 hedge funds and large institutions have $88.7M invested in Citizens Community Bancorp in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $73.2M → $88.7M (+$15.5M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more funds holding

Funds holding: 37 → 40 (+3)

1.21% less ownership

Funds ownership: 56.91% → 55.69% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
14
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.43M
2
PCM
Prelude Capital Management
New York
+$389K
3
BCM
Bridgeway Capital Management
Texas
+$343K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217K
5
Millennium Management
Millennium Management
New York
+$209K

Top Sellers

Rank Fund Capital Flow
1
PU
Petiole USA
New York
-$4.15M
2
BFC
Banc Funds Company
Illinois
-$683K
3
FL
Fourthstone LLC
Missouri
-$562K
4
GJL
Gendell Jeffrey L
-$248K
5
EVC
Eidelman Virant Capital
Missouri
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
26
Beese Fulmer Investment Management
Ohio
$284K – – –
Morgan Stanley
27
Morgan Stanley
New York
$270K +$157K +10,419 +139%
GC
28
Globeflex Capital
California
$251K – – –
CWM
29
Congress Wealth Management
Massachusetts
$227K – – –
Millennium Management
30
Millennium Management
New York
$210K +$209K +13,893 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$200K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$59K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$23K +$23.2K +1,540 New
CFFP
34
Center for Financial Planning
Michigan
$15K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$15K +$15K +1,000 New
PFS
36
Prospera Financial Services
Texas
$6K +$6.01K +400 New
IA
37
IFP Advisors
Florida
$2K +$737 +49 New
TRCT
38
Tower Research Capital (TRC)
New York
$1K -$2.24K -149 -72%
Federated Hermes
39
Federated Hermes
Pennsylvania
$1K – – –
Wells Fargo
40
Wells Fargo
California
$1K – – –
FL
41
Fourthstone LLC
Missouri
– -$562K -40,789 Closed
Bank of America
42
Bank of America
North Carolina
– -$1K -42 Closed
1
2

CZWI Hedge Fund Activity: Q1 2022 in Review

40 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2022, worth a combined $88.7M — up 21% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CZWI positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.43M. The largest seller was Petiole USA, cutting an estimated $4.15M.

  • 40 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2022, up from 37 in Q4 2021.
  • Funds reported $88.7M of Citizens Community Bancorp stock for Q1 2022, up 21% quarter-over-quarter.
  • 5 funds opened new Citizens Community Bancorp positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest Citizens Community Bancorp buyer in Q1 2022 was Wellington Management Group, an estimated $2.43M added.
  • The largest Citizens Community Bancorp seller in Q1 2022 was Petiole USA, an estimated $4.15M sold.

Based on aggregated 13F filings for Q1 2022.