Citizens Community Bancorp
CZWI
10 hedge funds and large institutions have $5.09M invested in Citizens Community Bancorp in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
8% more capital invested
Capital invested by funds: $4.72M → $5.09M (+$373K)
17% less funds holding
Funds holding: 12 → 10 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SJ
Stilwell Joseph
|
+$180K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.3K |
| 3 |
MCM
Maltese Capital Management
New York
|
+$13.2K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$12.8K |
| 2 |
Citigroup
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Dimensional Fund Advisors
Austin,
Texas
| $1.21M | – | – | – |
|
2
Franklin Resources
San Mateo,
California
| $1.04M | – | – | – |
|
|
FPA
3
First Pacific Advisors
El Segundo,
California
| $828K | – | – | – |
|
|
SJ
4
Stilwell Joseph
| $821K | +$180K | +24,588 | +28% |
|
|
5
Vanguard Group
Malvern,
Pennsylvania
| $637K | +$13.3K | +1,810 | +2% |
|
|
MCM
6
Maltese Capital Management
New York
| $377K | +$13.2K | +1,800 | +4% |
|
|
HHC
7
Hutchin Hill Capital
New York
| $118K | – | – | – |
|
8
California Public Employees Retirement System
Sacramento,
California
| $42K | – | – | – |
|
|
U
9
UBS
Zurich,
Switzerland
| $21K | -$12.8K | -1,741 | -38% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $1K | +$15 | +2 | +2% |
|
|
11
Citigroup
New York
| – | -$1K | -81 | Closed |
|
CZWI Hedge Fund Activity: Q3 2013 in Review
10 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q3 2013, worth a combined $5.09M — up 7.9% from $4.72M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CZWI and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 4 added.
The largest buyer was Stilwell Joseph, adding an estimated $180K. The largest seller was UBS, cutting an estimated $12.8K.
- 10 institutional investors held Citizens Community Bancorp (CZWI) as of Q3 2013, down from 12 in Q2 2013.
- Funds reported $5.09M of Citizens Community Bancorp stock for Q3 2013, up 7.9% quarter-over-quarter.
- 0 funds opened new Citizens Community Bancorp positions in Q3 2013 and 2 closed out, a net change of -2 holders.
- The largest Citizens Community Bancorp buyer in Q3 2013 was Stilwell Joseph, an estimated $180K added.
- The largest Citizens Community Bancorp seller in Q3 2013 was UBS, an estimated $12.8K sold.
Based on aggregated 13F filings for Q3 2013.