We are live on ! Find out more
CZWI icon

Citizens Community Bancorp
CZWI

16 hedge funds and large institutions have $15.7M invested in Citizens Community Bancorp in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

16% more capital invested

Capital invested by funds: $13.5M → $15.7M (+$2.21M)

7% more funds holding

Funds holding: 15 → 16 (+1)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$561K
2
Goldman Sachs
Goldman Sachs
New York
+$233K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$194K
4
Renaissance Technologies
Renaissance Technologies
New York
+$142K
5
Deutsche Bank
Deutsche Bank
Germany
+$33.6K

Top Sellers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
-$107K
2
UBS Group
UBS Group
Switzerland
-$11K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.09K
4
BIM
BlackRock Investment Management
Delaware
-$1.86K
5
TRCT
Tower Research Capital (TRC)
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$5.78M -$896 -85 -0%
FCM
2
FJ Capital Management
Virginia
$2.89M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.88M +$27.3K +2,586 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.52M +$561K +53,241 +64%
APCM
5
Arbiter Partners Capital Management
New York
$1.35M – – –
Franklin Resources
6
Franklin Resources
California
$1.01M – – –
BCM
7
Bridgeway Capital Management
Texas
$426K – – –
Goldman Sachs
8
Goldman Sachs
New York
$247K +$233K +22,092 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$206K +$194K +18,429 New
Renaissance Technologies
10
Renaissance Technologies
New York
$151K +$142K +13,500 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$121K -$2.09K -198 -2%
Deutsche Bank
12
Deutsche Bank
Germany
$98K +$33.6K +3,186 +57%
Bank of America
13
Bank of America
North Carolina
$22K – – –
BIM
14
BlackRock Investment Management
Delaware
$9K -$1.86K -176 -18%
BFA
15
BlackRock Fund Advisors
California
$9K +$601 +57 +8%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$9K +$8.04K +762 New
EWM
17
Edge Wealth Management
New York
– -$107K -10,000 Closed
UBS Group
18
UBS Group
Switzerland
– -$11K -1,055 Closed
TRCT
19
Tower Research Capital (TRC)
New York
– -$1K -105 Closed

CZWI Hedge Fund Activity: Q3 2016 in Review

16 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q3 2016, worth a combined $15.7M — up 16% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CZWI positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Vanguard Group, adding an estimated $561K. The largest seller was Edge Wealth Management, exiting entirely with an estimated $107K sold.

  • 16 institutional investors held Citizens Community Bancorp (CZWI) as of Q3 2016, up from 15 in Q2 2016.
  • Funds reported $15.7M of Citizens Community Bancorp stock for Q3 2016, up 16% quarter-over-quarter.
  • 4 funds opened new Citizens Community Bancorp positions in Q3 2016 and 3 closed out, a net change of +1 holder.
  • The largest Citizens Community Bancorp buyer in Q3 2016 was Vanguard Group, an estimated $561K added.
  • The largest Citizens Community Bancorp seller in Q3 2016 was Edge Wealth Management, an estimated $107K sold.

Based on aggregated 13F filings for Q3 2016.