Citizens Community Bancorp
CZWI
11 hedge funds and large institutions have $8.36M invested in Citizens Community Bancorp in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
7% more capital invested
Capital invested by funds: $7.79M → $8.36M (+$570K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$5.94K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.39K |
| 3 |
Morgan Stanley
New York
|
+$72 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$43K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCM
1
FJ Capital Management
Mclean,
Virginia
| $2.06M | – | – | – |
|
|
SJ
2
Stilwell Joseph
| $1.34M | – | – | – |
|
3
Dimensional Fund Advisors
Austin,
Texas
| $1.33M | – | – | – |
|
4
Franklin Resources
San Mateo,
California
| $1.15M | – | – | – |
|
|
FPA
5
First Pacific Advisors
El Segundo,
California
| $871K | – | – | – |
|
|
6
Vanguard Group
Malvern,
Pennsylvania
| $779K | +$2.39K | +300 | +0.3% |
|
|
MCM
7
Maltese Capital Management
New York
| $689K | – | – | – |
|
|
HHC
8
Hutchin Hill Capital
New York
| $130K | – | – | – |
|
|
U
9
UBS
Zurich,
Switzerland
| $6K | +$5.94K | +745 | New |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $3K | -$2.58K | -324 | -48% |
|
|
11
California Public Employees Retirement System
Sacramento,
California
| – | -$43K | -5,752 | Closed |
|
|
12
Morgan Stanley
New York
| – | +$72 | +9 | New |
|
CZWI Hedge Fund Activity: Q1 2014 in Review
11 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2014, worth a combined $8.36M — up 7.3% from $7.79M a quarter earlier.
Fund positioning in CZWI was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was UBS, opening a new position worth an estimated $5.94K. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $43K sold.
- 11 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $8.36M of Citizens Community Bancorp stock for Q1 2014, up 7.3% quarter-over-quarter.
- 2 funds opened new Citizens Community Bancorp positions in Q1 2014 and 2 closed out, a net change of 0 holders.
- The largest Citizens Community Bancorp buyer in Q1 2014 was UBS, an estimated $5.94K added.
- The largest Citizens Community Bancorp seller in Q1 2014 was California Public Employees Retirement System, an estimated $43K sold.
Based on aggregated 13F filings for Q1 2014.