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Citizens Community Bancorp

24 hedge funds and large institutions have $32.8M invested in Citizens Community Bancorp in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

1.08% more ownership

Funds ownership: 40.27%41.35% (+1.1%)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% less capital invested

Capital invested by funds: $33M → $32.8M (-$146K)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$7.13M +$72.4K +5,301 +1%
EC
2
EJF Capital
Virginia
$4.74M
TAM
3
THB Asset Management
Connecticut
$4.61M +$143K +10,472 +3%
KCM
4
Kennedy Capital Management
Missouri
$3.54M +$282K +20,683 +9%
FCM
5
FJ Capital Management
Virginia
$2.79M +$4.1K +300 +0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.38M +$72.1K +5,277 +3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.36M +$31.6K +2,314 +1%
APCM
8
Arbiter Partners Capital Management
New York
$1.61M -$23.4K -1,714 -1%
PH
9
Pinnacle Holdings
Oklahoma
$1.33M +$155K +11,365 +13%
BCM
10
Bridgeway Capital Management
Texas
$919K
Renaissance Technologies
11
Renaissance Technologies
New York
$317K +$32K +2,341 +11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$262K
First Manhattan
13
First Manhattan
New York
$258K
Deutsche Bank
14
Deutsche Bank
Germany
$215K +$18.3K +1,341 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$150K +$151K +11,075 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$140K -$4.51K -330 -3%
Bank of America
17
Bank of America
North Carolina
$27K +$96 +7 +0.4%
BlackRock
18
BlackRock
New York
$23K
AG
19
Advisor Group
Arizona
$11K
US Bancorp
20
US Bancorp
Minnesota
$3K -$14 -1 -0.4%
TRCT
21
Tower Research Capital (TRC)
New York
$2K +$1.11K +81 +84%
UBS Group
22
UBS Group
Switzerland
-$12K -854 Closed
AA
23
AlphaMark Advisors
Kentucky
-$6K -400 Closed
Morgan Stanley
24
Morgan Stanley
New York
+$14 +1 New

CZWI Hedge Fund Activity: Q4 2017 in Review

24 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2017, worth a combined $32.8M — down 0.44% from $33M a quarter earlier.

Fund positioning in CZWI was balanced in Q4 2017: 2 funds opened new positions, 2 closed out, 11 added to existing stakes and 3 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $282K. The largest seller was Arbiter Partners Capital Management, cutting an estimated $23.4K.

  • 24 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2017, unchanged from Q3 2017.
  • Funds reported $32.8M of Citizens Community Bancorp stock for Q4 2017, down 0.44% quarter-over-quarter.
  • 2 funds opened new Citizens Community Bancorp positions in Q4 2017 and 2 closed out, a net change of 0 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2017 was Kennedy Capital Management, an estimated $282K added.
  • The largest Citizens Community Bancorp seller in Q4 2017 was Arbiter Partners Capital Management, an estimated $23.4K sold.

Based on aggregated 13F filings for Q4 2017.