Citizens Community Bancorp
CZWI
11 hedge funds and large institutions have $7.79M invested in Citizens Community Bancorp in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
53% more capital invested
Capital invested by funds: $5.09M → $7.79M (+$2.7M)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SJ
Stilwell Joseph
|
+$401K |
| 2 |
MCM
Maltese Capital Management
New York
|
+$254K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$68.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.31K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$142 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$39.2K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCM
1
FJ Capital Management
Mclean,
Virginia
| $1.91M | +$1.93M | +258,197 | New |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $1.24M | – | – | – |
|
|
SJ
3
Stilwell Joseph
| $1.23M | +$401K | +53,719 | +47% |
|
4
Franklin Resources
San Mateo,
California
| $1.07M | – | – | – |
|
|
FPA
5
First Pacific Advisors
El Segundo,
California
| $810K | -$39.2K | -5,251 | -5% |
|
|
6
Vanguard Group
Malvern,
Pennsylvania
| $722K | +$68.3K | +9,156 | +10% |
|
|
MCM
7
Maltese Capital Management
New York
| $638K | +$254K | +34,100 | +66% |
|
|
HHC
8
Hutchin Hill Capital
New York
| $120K | – | – | – |
|
9
California Public Employees Retirement System
Sacramento,
California
| $43K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $5K | +$4.31K | +578 | +567% |
|
|
U
11
UBS
Zurich,
Switzerland
| – | -$21K | -2,846 | Closed |
|
|
12
Bank of America
Charlotte,
North Carolina
| – | +$142 | +19 | New |
|
CZWI Hedge Fund Activity: Q4 2013 in Review
11 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2013, worth a combined $7.79M — up 53% from $5.09M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CZWI positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Stilwell Joseph, adding an estimated $401K. The largest seller was First Pacific Advisors, cutting an estimated $39.2K.
- 11 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2013, up from 10 in Q3 2013.
- Funds reported $7.79M of Citizens Community Bancorp stock for Q4 2013, up 53% quarter-over-quarter.
- 2 funds opened new Citizens Community Bancorp positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest Citizens Community Bancorp buyer in Q4 2013 was Stilwell Joseph, an estimated $401K added.
- The largest Citizens Community Bancorp seller in Q4 2013 was First Pacific Advisors, an estimated $39.2K sold.
Based on aggregated 13F filings for Q4 2013.