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Citizens Community Bancorp
CZWI

Overview Fund Activity

37 hedge funds and large institutions have $49.4M invested in Citizens Community Bancorp in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$686K
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$8.1M
3
EF
3
Empowered Funds
Pennsylvania
$352K
4
RA
4
Royce & Associates
New York
$2.51M
5
ROC
5
River Oaks Capital
Minnesota
$1.16M

Top Sellers

1
BFM
1
Boothbay Fund Management
New York
$1.16M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.22M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
HF
4
HRT Financial
New York
$0
5
BCM
5
BHZ Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$155K -$26.2K -2,965 -14%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$135K +$17.7K +2,000 +15%
CWM
28
Congress Wealth Management
Massachusetts
$133K – – –
ACM
29
Ategra Capital Management
Virginia
$119K +$119K +13,430 New
TRCT
30
Tower Research Capital (TRC)
New York
$96.2K -$30.5K -3,448 -24%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$57K +$732 +82 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$22.3K – – –
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$9.28K +$327 +37 +4%
CFFP
34
Center for Financial Planning
Michigan
$8.85K – – –
HI
35
Harbour Investments
Wisconsin
$8.85K +$8.85K +1,000 New
UBS Group
36
UBS Group
Switzerland
$1.04K +$1.04K +117 New
Wells Fargo
37
Wells Fargo
California
$566 +$27 +3 +5%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
– -$306K -28,827 Closed
HF
39
HRT Financial
New York
– -$287K -27,085 Closed
BCM
40
BHZ Capital Management
California
– -$177K -16,667 Closed
GC
41
Globeflex Capital
California
– -$177K -16,637 Closed
E
42
Ergoteles
New York
– -$160K -15,080 Closed
Jane Street
43
Jane Street
New York
– -$123K -11,561 Closed
Renaissance Technologies
44
Renaissance Technologies
New York
– -$110K -10,400 Closed
SOW
45
State of Wyoming
Wyoming
– -$12.4K -1,173 Closed
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