Citizens Community Bancorp
CZWI
36 hedge funds and large institutions have $64.9M invested in Citizens Community Bancorp in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
20% more capital invested
Capital invested by funds: $53.8M → $64.9M (+$11M)
6% more funds holding
Funds holding: 34 → 36 (+2)
0.66% less ownership
Funds ownership: 53.57% → 52.91% (-0.66%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$2.56M |
| 2 |
Renaissance Technologies
New York
|
+$174K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$142K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$121K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$45.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boothbay Fund Management
New York
|
-$1.19M |
| 2 |
RA
Royce & Associates
New York
|
-$494K |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$263K |
| 4 |
State Street
Boston,
Massachusetts
|
-$240K |
| 5 |
Bank of New York Mellon
New York
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $74K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $32.9K | – | – | – |
|
28
Citigroup
New York
| $27.3K | +$23.6K | +2,335 | New |
|
|
SOW
29
State of Wyoming
Cheyenne,
Wyoming
| $23.5K | +$16K | +1,580 | +374% |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $13.6K | -$8.13K | -803 | -41% |
|
|
CFFP
31
Center for Financial Planning
Southfied,
Michigan
| $11.7K | – | – | – |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $11.7K | – | – | – |
|
33
Barclays
London,
United Kingdom
| $7.82K | +$6.76K | +668 | New |
|
34
Qube Research & Technologies (QRT)
London,
United Kingdom
| $6.24K | +$5.36K | +529 | +13,225% |
|
35
Wells Fargo
San Francisco,
California
| $797 | +$30 | +3 | +5% |
|
36
Fidelity Investments
Boston,
Massachusetts
| $12 | +$10 | +1 | New |
|
|
BFM
37
Boothbay Fund Management
New York
| – | -$1.19M | -123,688 | Closed |
|
CZWI Hedge Fund Activity: Q4 2023 in Review
36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2023, worth a combined $64.9M — up 20% from $53.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CZWI positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Fourthstone LLC, adding an estimated $2.56M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $1.19M sold.
- 36 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2023, up from 34 in Q3 2023.
- Funds reported $64.9M of Citizens Community Bancorp stock for Q4 2023, up 20% quarter-over-quarter.
- 4 funds opened new Citizens Community Bancorp positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Citizens Community Bancorp buyer in Q4 2023 was Fourthstone LLC, an estimated $2.56M added.
- The largest Citizens Community Bancorp seller in Q4 2023 was Boothbay Fund Management, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2023.