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Citizens Community Bancorp
CZWI

20 hedge funds and large institutions have $30.6M invested in Citizens Community Bancorp in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

13% more capital invested

Capital invested by funds: $27.2M → $30.6M (+$3.42M)

4.56% more ownership

Funds ownership: 37.24% → 41.8% (+4.6%)

0% more funds holding

Funds holding: 20 → 20 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TAM
THB Asset Management
Connecticut
+$1.83M
2
KCM
Kennedy Capital Management
Missouri
+$1.11M
3
PH
Pinnacle Holdings
Oklahoma
+$666K
4
GJL
Gendell Jeffrey L
+$315K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$107K

Top Sellers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
-$725K
2
Renaissance Technologies
Renaissance Technologies
New York
-$22.4K
3
JP Morgan Chase
JP Morgan Chase
New York
-$3K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.76K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$7.16M +$315K +22,553 +5%
EC
2
EJF Capital
Virginia
$4.91M – – –
TAM
3
THB Asset Management
Connecticut
$3.83M +$1.83M +130,923 +87%
FCM
4
FJ Capital Management
Virginia
$2.85M -$725K -51,900 -20%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.41M +$107K +7,650 +5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.36M +$34.9K +2,500 +2%
KCM
7
Kennedy Capital Management
Missouri
$2.26M +$1.11M +79,801 +93%
APCM
8
Arbiter Partners Capital Management
New York
$1.69M – – –
BCM
9
Bridgeway Capital Management
Texas
$952K – – –
PH
10
Pinnacle Holdings
Oklahoma
$810K +$666K +47,644 +434%
Renaissance Technologies
11
Renaissance Technologies
New York
$355K -$22.4K -1,600 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$271K +$14.2K +1,019 +6%
First Manhattan
13
First Manhattan
New York
$268K – – –
Deutsche Bank
14
Deutsche Bank
Germany
$228K +$17.8K +1,271 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$150K -$1.76K -126 -1%
Bank of America
16
Bank of America
North Carolina
$28K – – –
BlackRock
17
BlackRock
New York
$23K +$1.1K +79 +5%
AG
18
Advisor Group
Arizona
$11K +$11.5K +825 New
Creative Planning
19
Creative Planning
Kansas
$7K – – –
AA
20
AlphaMark Advisors
Kentucky
$5K – – –
JP Morgan Chase
21
JP Morgan Chase
New York
– -$3K -200 Closed

CZWI Hedge Fund Activity: Q2 2017 in Review

20 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q2 2017, worth a combined $30.6M — up 13% from $27.2M a quarter earlier.

Fund positioning in CZWI was balanced in Q2 2017: 1 fund opened new positions, 1 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was THB Asset Management, adding an estimated $1.83M. The largest seller was FJ Capital Management, cutting an estimated $725K.

  • 20 institutional investors held Citizens Community Bancorp (CZWI) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $30.6M of Citizens Community Bancorp stock for Q2 2017, up 13% quarter-over-quarter.
  • 1 fund opened new Citizens Community Bancorp positions in Q2 2017 and 1 closed out, a net change of 0 holders.
  • The largest Citizens Community Bancorp buyer in Q2 2017 was THB Asset Management, an estimated $1.83M added.
  • The largest Citizens Community Bancorp seller in Q2 2017 was FJ Capital Management, an estimated $725K sold.

Based on aggregated 13F filings for Q2 2017.