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Citizens Community Bancorp

41 hedge funds and large institutions have $74.2M invested in Citizens Community Bancorp in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $60.7M → $74.2M (+$13.5M)

17% more funds holding

Funds holding: 3541 (+6)

5.32% more ownership

Funds ownership: 48.7%54.02% (+5.3%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
11
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$11.2M
FL
2
Fourthstone LLC
Missouri
$10.2M +$9.7M +835,318 New
BFC
3
Banc Funds Company
Illinois
$7.3M +$604K +52,052 +10%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.15M -$565K -48,640 -8%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.6M -$1.28K -110 -0%
AllianceBernstein
6
AllianceBernstein
Tennessee
$3.93M +$204K +17,607 +6%
GJL
7
Gendell Jeffrey L
$3.4M -$548K -47,199 -15%
MCM
8
Maltese Capital Management
New York
$3.29M -$2.39M -205,503 -43%
CCM
9
Cutler Capital Management
Massachusetts
$3.18M -$131K -11,250 -4%
TAM
10
THB Asset Management
Connecticut
$2.91M -$594K -51,182 -18%
Vanguard Group
11
Vanguard Group
Pennsylvania
$2.57M +$1.41M +121,196 +137%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$2.45M +$22.6K +1,944 +1%
EC
13
EJF Capital
Virginia
$1.97M -$2.21M -190,004 -54%
SC
14
Southside Capital
Florida
$1.63M +$228K +19,607 +15%
PH
15
Pinnacle Holdings
Oklahoma
$1.37M -$7.26K -625 -0.6%
BCM
16
Bridgeway Capital Management
Texas
$1.31M
Millennium Management
17
Millennium Management
New York
$568K -$142K -12,192 -21%
Renaissance Technologies
18
Renaissance Technologies
New York
$489K +$176K +15,200 +61%
Goldman Sachs
19
Goldman Sachs
New York
$471K -$99.7K -8,588 -18%
ECM
20
ExodusPoint Capital Management
New York
$369K +$350K +30,160 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$308K +$292K +25,190 New
State Street
22
State Street
Massachusetts
$305K +$24.1K +2,080 +9%
First Manhattan
23
First Manhattan
New York
$295K
Geode Capital Management
24
Geode Capital Management
Massachusetts
$259K +$20.5K +1,765 +9%
BFIM
25
Beese Fulmer Investment Management
Ohio
$229K

CZWI Hedge Fund Activity: Q4 2019 in Review

41 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2019, worth a combined $74.2M — up 22% from $60.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new CZWI positions and 3 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.41M. The largest seller was Maltese Capital Management, cutting an estimated $2.39M.

  • 41 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2019, up from 35 in Q3 2019.
  • Funds reported $74.2M of Citizens Community Bancorp stock for Q4 2019, up 22% quarter-over-quarter.
  • 9 funds opened new Citizens Community Bancorp positions in Q4 2019 and 3 closed out, a net change of +6 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2019 was Vanguard Group, an estimated $1.41M added.
  • The largest Citizens Community Bancorp seller in Q4 2019 was Maltese Capital Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2019.