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Citizens Community Bancorp
CZWI

40 hedge funds and large institutions have $81.3M invested in Citizens Community Bancorp in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

0.22% more ownership

Funds ownership: 55.69% → 55.91% (+0.22%)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

8% less capital invested

Capital invested by funds: $88.7M → $81.3M (-$7.42M)

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
+$385K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$292K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$259K
4
EVC
Eidelman Virant Capital
Missouri
+$141K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$85K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$343K
2
PCM
Prelude Capital Management
New York
-$227K
3
Millennium Management
Millennium Management
New York
-$210K
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$99.8K
5
BFC
Banc Funds Company
Illinois
-$94.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
26
Beese Fulmer Investment Management
Ohio
$260K – – –
Morgan Stanley
27
Morgan Stanley
New York
$250K +$1.5K +112 +0.6%
GC
28
Globeflex Capital
California
$230K – – –
CWM
29
Congress Wealth Management
Massachusetts
$207K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$183K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$54K +$27 +2 +0.1%
JP Morgan Chase
32
JP Morgan Chase
New York
$24K +$2.73K +204 +13%
SOW
33
State of Wyoming
Wyoming
$15K +$14.5K +1,083 New
CFFP
34
Center for Financial Planning
Michigan
$14K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$14K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$10K +$10.2K +759 New
PFS
37
Prospera Financial Services
Texas
$6K – – –
Wells Fargo
38
Wells Fargo
California
$5K +$3.9K +291 +529%
IA
39
IFP Advisors
Florida
$2K – – –
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.92K +$1.86K +139 New
Millennium Management
41
Millennium Management
New York
– -$210K -13,893 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$1K -59 Closed
Federated Hermes
43
Federated Hermes
Pennsylvania
– -$1K -31 Closed
1
2

CZWI Hedge Fund Activity: Q2 2022 in Review

40 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q2 2022, worth a combined $81.3M — down 8.4% from $88.7M a quarter earlier.

Fund positioning in CZWI was balanced in Q2 2022: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 8 trimmed.

The largest buyer was Royce & Associates, adding an estimated $385K. The largest seller was Renaissance Technologies, cutting an estimated $343K.

  • 40 institutional investors held Citizens Community Bancorp (CZWI) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $81.3M of Citizens Community Bancorp stock for Q2 2022, down 8.4% quarter-over-quarter.
  • 3 funds opened new Citizens Community Bancorp positions in Q2 2022 and 3 closed out, a net change of 0 holders.
  • The largest Citizens Community Bancorp buyer in Q2 2022 was Royce & Associates, an estimated $385K added.
  • The largest Citizens Community Bancorp seller in Q2 2022 was Renaissance Technologies, an estimated $343K sold.

Based on aggregated 13F filings for Q2 2022.