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Citizens Community Bancorp
CZWI

48 hedge funds and large institutions have $89.9M invested in Citizens Community Bancorp in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

26% more funds holding

Funds holding: 38 → 48 (+10)

19% more capital invested

Capital invested by funds: $75.7M → $89.9M (+$14.3M)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

3.21% more ownership

Funds ownership: 51.84% → 55.05% (+3.2%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
13
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.43M
3
Goldman Sachs
Goldman Sachs
New York
+$401K
4
Millennium Management
Millennium Management
New York
+$389K
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$336K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$4.25M
2
BFC
Banc Funds Company
Illinois
-$788K
3
AllianceBernstein
AllianceBernstein
Tennessee
-$480K
4
Vanguard Group
Vanguard Group
Pennsylvania
-$368K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$167K
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$411K +$197K +12,903 +104%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$407K +$101K +6,631 +36%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$346K – – –
6CM
29
683 Capital Management
New York
$344K +$322K +21,139 New
Jane Street
30
Jane Street
New York
$327K +$306K +20,087 New
BFIM
31
Beese Fulmer Investment Management
Ohio
$306K – – –
Renaissance Technologies
32
Renaissance Technologies
New York
$288K -$165K -10,826 -38%
CWM
33
Congress Wealth Management
Massachusetts
$244K – – –
RWM
34
Ritholtz Wealth Management
New York
$240K +$224K +14,716 New
HIM
35
Hillsdale Investment Management
Ontario, Canada
$226K +$212K +13,900 New
SSA
36
Schonfeld Strategic Advisors
New York
$204K +$190K +12,505 New
Citadel Advisors
37
Citadel Advisors
Florida
$202K +$189K +12,404 New
FT
38
Fiduciary Trust
Massachusetts
$165K +$154K +10,130 New
Citigroup
39
Citigroup
New York
$110K +$42.3K +2,780 +70%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$105K +$1.43K +94 +1%
UBS Group
41
UBS Group
Switzerland
$59.4K +$35.7K +2,344 +180%
Morgan Stanley
42
Morgan Stanley
New York
$39.5K +$37K +2,426 +242,600%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$30.8K +$28.6K +1,879 New
SOW
44
State of Wyoming
Wyoming
$20.1K -$3.09K -203 -14%
CFFP
45
Center for Financial Planning
Michigan
$16.3K – – –
Barclays
46
Barclays
United Kingdom
$10.4K -$42.3K -2,777 -81%
Osaic Holdings
47
Osaic Holdings
Arizona
$5.1K +$335 +22 +8%
Bank of America
48
Bank of America
North Carolina
$1.19K -$15 -1 -1%
Wells Fargo
49
Wells Fargo
California
$3 – – –
TRCT
50
Tower Research Capital (TRC)
New York
– -$496 -35 Closed
1
2

CZWI Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2024, worth a combined $89.9M — up 19% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CZWI positions and 1 closed out — a net gain of 11 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.38M. The largest seller was FJ Capital Management, cutting an estimated $4.25M.

  • 48 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $89.9M of Citizens Community Bancorp stock for Q4 2024, up 19% quarter-over-quarter.
  • 12 funds opened new Citizens Community Bancorp positions in Q4 2024 and 1 closed out, a net change of +11 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2024 was Fourthstone LLC, an estimated $2.38M added.
  • The largest Citizens Community Bancorp seller in Q4 2024 was FJ Capital Management, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2024.