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Citizens Community Bancorp
CZWI

41 hedge funds and large institutions have $71.3M invested in Citizens Community Bancorp in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 40 → 41 (+1)

0.32% less ownership

Funds ownership: 55.91% → 55.59% (-0.32%)

12% less capital invested

Capital invested by funds: $81.3M → $71.3M (-$10M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$260K
2
AllianceBernstein
AllianceBernstein
Tennessee
+$208K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$78.7K
4
RA
Royce & Associates
New York
+$42.7K
5
BCM
BHZ Capital Management
California
+$25.9K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$307K
2
PCM
Prelude Capital Management
New York
-$235K
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$200K
4
BCM
Bridgeway Capital Management
Texas
-$129K
5
Renaissance Technologies
Renaissance Technologies
New York
-$110K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$229K -$110K -8,523 -31%
BFIM
27
Beese Fulmer Investment Management
Ohio
$229K – – –
GC
28
Globeflex Capital
California
$202K – – –
CWM
29
Congress Wealth Management
Massachusetts
$182K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$161K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$36K -$10.8K -838 -21%
HC
32
Hoese & Co
Minnesota
$18K +$19.7K +1,519 New
SOW
33
State of Wyoming
Wyoming
$17K +$3.85K +297 +27%
JP Morgan Chase
34
JP Morgan Chase
New York
$15K -$6.29K -486 -28%
CFFP
35
Center for Financial Planning
Michigan
$12K – – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$12K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$9K – – –
Wells Fargo
38
Wells Fargo
California
$4K – – –
IA
39
IFP Advisors
Florida
$2K – – –
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$1.84K +$155 +12 +9%
TRCT
41
Tower Research Capital (TRC)
New York
$1K +$1.27K +98 New
PFS
42
Prospera Financial Services
Texas
– -$6K -400 Closed
1
2

CZWI Hedge Fund Activity: Q3 2022 in Review

41 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q3 2022, worth a combined $71.3M — down 12% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new CZWI positions and 1 closed out — a net gain of 1 holder — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $260K. The largest seller was Banc Funds Company, cutting an estimated $307K.

  • 41 institutional investors held Citizens Community Bancorp (CZWI) as of Q3 2022, up from 40 in Q2 2022.
  • Funds reported $71.3M of Citizens Community Bancorp stock for Q3 2022, down 12% quarter-over-quarter.
  • 2 funds opened new Citizens Community Bancorp positions in Q3 2022 and 1 closed out, a net change of +1 holder.
  • The largest Citizens Community Bancorp buyer in Q3 2022 was Geode Capital Management, an estimated $260K added.
  • The largest Citizens Community Bancorp seller in Q3 2022 was Banc Funds Company, an estimated $307K sold.

Based on aggregated 13F filings for Q3 2022.