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Citizens Community Bancorp
CZWI

45 hedge funds and large institutions have $65.1M invested in Citizens Community Bancorp in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

10% more funds holding

Funds holding: 41 → 45 (+4)

1.49% less ownership

Funds ownership: 55.59% → 54.1% (-1.5%)

9% less capital invested

Capital invested by funds: $71.3M → $65.1M (-$6.15M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
+$2.74M
2
RA
Royce & Associates
New York
+$549K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$506K
4
HF
HRT Financial
New York
+$500K
5
Jane Street
Jane Street
New York
+$299K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$3.92M
2
PU
Petiole USA
New York
-$2.23M
3
ROC
River Oaks Capital
Minnesota
-$379K
4
PCM
Prelude Capital Management
New York
-$167K
5
GJL
Gendell Jeffrey L
-$139K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$281K +$299K +23,325 New
E
27
Ergoteles
New York
$252K +$269K +20,984 New
Northern Trust
28
Northern Trust
Illinois
$228K -$590 -46 -0.2%
BFIM
29
Beese Fulmer Investment Management
Ohio
$226K – – –
TRCT
30
Tower Research Capital (TRC)
New York
$207K +$219K +17,092 +17,441%
GC
31
Globeflex Capital
California
$200K – – –
CWM
32
Congress Wealth Management
Massachusetts
$180K -$13 -1 -0%
Millennium Management
33
Millennium Management
New York
$178K +$190K +14,819 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$159K – – –
Goldman Sachs
35
Goldman Sachs
New York
$142K +$151K +11,794 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$85K +$80.8K +6,300 +830%
FIA
37
FNY Investment Advisers
New York
$41K +$44.2K +3,444 New
Osaic Holdings
38
Osaic Holdings
Arizona
$31K -$6.81K -531 -17%
SOW
39
State of Wyoming
Wyoming
$17.1K +$552 +43 +3%
CFFP
40
Center for Financial Planning
Michigan
$12K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$12K -$3.53K -275 -22%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$3.1K +$25.2K +1,964 +0.8%
IA
43
IFP Advisors
Florida
$2K – – –
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$1.67K -$154 -12 -8%
Wells Fargo
45
Wells Fargo
California
$746 -$3.64K -284 -82%
PU
46
Petiole USA
New York
– -$2.23M -183,495 Closed
HC
47
Hoese & Co
Minnesota
– -$18K -1,519 Closed
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
– -$12K -1,000 Closed
1
2

CZWI Hedge Fund Activity: Q4 2022 in Review

45 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2022, worth a combined $65.1M — down 8.6% from $71.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CZWI positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $2.74M. The largest seller was Vanguard Group, cutting an estimated $3.92M.

  • 45 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $65.1M of Citizens Community Bancorp stock for Q4 2022, down 8.6% quarter-over-quarter.
  • 8 funds opened new Citizens Community Bancorp positions in Q4 2022 and 3 closed out, a net change of +5 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2022 was Boothbay Fund Management, an estimated $2.74M added.
  • The largest Citizens Community Bancorp seller in Q4 2022 was Vanguard Group, an estimated $3.92M sold.

Based on aggregated 13F filings for Q4 2022.