Citizens Community Bancorp
CZWI
33 hedge funds and large institutions have $63.4M invested in Citizens Community Bancorp in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
0.5% less ownership
Funds ownership: 53.15% → 52.65% (-0.5%)
6% less capital invested
Capital invested by funds: $67.5M → $63.4M (-$4.14M)
8% less funds holding
Funds holding: 36 → 33 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$108K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$50.7K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$48.9K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$44.5K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$33.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$812K |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$182K |
| 3 |
Jane Street
New York
|
-$182K |
| 4 |
Renaissance Technologies
New York
|
-$68.5K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$52.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $32.5K | – | – | – |
|
|
SOW
27
State of Wyoming
Cheyenne,
Wyoming
| $16.7K | -$2.81K | -250 | -15% |
|
|
CFFP
28
Center for Financial Planning
Southfied,
Michigan
| $11.6K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $11.6K | – | – | – |
|
30
UBS Group
Zurich,
Switzerland
| $7.78K | +$7.29K | +649 | +2,822% |
|
|
IC
31
Innealta Capital
Austin,
Texas
| $6.42K | +$6.23K | +555 | New |
|
32
Bank of America
Charlotte,
North Carolina
| $845 | -$4.21K | -375 | -84% |
|
33
Qube Research & Technologies (QRT)
London,
United Kingdom
| $46 | -$517 | -46 | -92% |
|
34
Wells Fargo
San Francisco,
California
| $3 | -$786 | -70 | Closed |
|
|
CWM
35
Congress Wealth Management
Boston,
Massachusetts
| – | -$182K | -14,990 | Closed |
|
|
36
Jane Street
New York
| – | -$182K | -14,963 | Closed |
|
37
Morgan Stanley
New York
| – | -$3.23K | -266 | Closed |
|
CZWI Hedge Fund Activity: Q2 2024 in Review
33 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q2 2024, worth a combined $63.4M — down 6.1% from $67.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of CZWI and 1 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 13 added.
The largest buyer was Acadian Asset Management, adding an estimated $108K. The largest seller was Banc Funds Company, cutting an estimated $812K.
- 33 institutional investors held Citizens Community Bancorp (CZWI) as of Q2 2024, down from 36 in Q1 2024.
- Funds reported $63.4M of Citizens Community Bancorp stock for Q2 2024, down 6.1% quarter-over-quarter.
- 1 fund opened new Citizens Community Bancorp positions in Q2 2024 and 4 closed out, a net change of -3 holders.
- The largest Citizens Community Bancorp buyer in Q2 2024 was Acadian Asset Management, an estimated $108K added.
- The largest Citizens Community Bancorp seller in Q2 2024 was Banc Funds Company, an estimated $812K sold.
Based on aggregated 13F filings for Q2 2024.