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Citizens Community Bancorp
CZWI

36 hedge funds and large institutions have $67.5M invested in Citizens Community Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $64.9M → $67.5M (+$2.68M)

0.24% more ownership

Funds ownership: 52.91% → 53.15% (+0.24%)

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$5.49M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$497K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$321K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$282K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$268K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$5.09M
2
BFC
Banc Funds Company
Illinois
-$1.18M
3
RA
Royce & Associates
New York
-$554K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$247K
5
BlackRock
BlackRock
New York
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$182K +$178K +14,963 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$77K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$34.2K – – –
SOW
29
State of Wyoming
Wyoming
$20.6K -$3.64K -306 -15%
CFFP
30
Center for Financial Planning
Michigan
$12.2K – – –
HI
31
Harbour Investments
Wisconsin
$12.2K – – –
Bank of America
32
Bank of America
North Carolina
$5.44K +$5.33K +448 New
Morgan Stanley
33
Morgan Stanley
New York
$3.23K +$3.17K +266 New
Wells Fargo
34
Wells Fargo
California
$854 +$24 +2 +3%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$608 -$5.75K -483 -91%
UBS Group
36
UBS Group
Switzerland
$279 +$274 +23 New
FL
37
Fourthstone LLC
Missouri
– -$5.09M -434,692 Closed
Bank of New York Mellon
38
Bank of New York Mellon
New York
– -$146K -12,437 Closed
Citigroup
39
Citigroup
New York
– -$27.3K -2,335 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$13.6K -1,164 Closed
Barclays
41
Barclays
United Kingdom
– -$7.82K -668 Closed
Fidelity Investments
42
Fidelity Investments
Massachusetts
– -$12 -1 Closed
1
2

CZWI Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2024, worth a combined $67.5M — up 4.1% from $64.9M a quarter earlier.

Fund positioning in CZWI was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.49M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $5.09M sold.

  • 36 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $67.5M of Citizens Community Bancorp stock for Q1 2024, up 4.1% quarter-over-quarter.
  • 6 funds opened new Citizens Community Bancorp positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Citizens Community Bancorp buyer in Q1 2024 was Vanguard Group, an estimated $5.49M added.
  • The largest Citizens Community Bancorp seller in Q1 2024 was Fourthstone LLC, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2024.