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Citizens Community Bancorp
CZWI

40 hedge funds and large institutions have $37.3M invested in Citizens Community Bancorp in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2.31% less ownership

Funds ownership: 54.02% → 51.71% (-2.3%)

2% less funds holding

Funds holding: 41 → 40 (-1)

50% less capital invested

Capital invested by funds: $74.2M → $37.3M (-$36.9M)

Holders
40
Holders Change
-1
Holders Change %
-2.44%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.42M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$1.08M
3
BlackRock
BlackRock
New York
+$111K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$83.7K
5
Bank of America
Bank of America
North Carolina
+$64.8K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$3.29M
2
TAM
THB Asset Management
Connecticut
-$506K
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$503K
4
BCM
Bridgeway Capital Management
Texas
-$343K
5
Renaissance Technologies
Renaissance Technologies
New York
-$273K
Name Holding Trade Value Shares
Change 		Change in
Stake
FL
1
Fourthstone LLC
Missouri
$6.96M +$2.42M +225,706 +27%
FCM
2
FJ Capital Management
Virginia
$5.93M – – –
BFC
3
Banc Funds Company
Illinois
$3.89M +$53.6K +5,000 +0.8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.47M -$503K -46,923 -8%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.96M – – –
AllianceBernstein
6
AllianceBernstein
Tennessee
$2.73M +$1.08M +101,046 +31%
GJL
7
Gendell Jeffrey L
$1.71M -$134K -12,500 -4%
CCM
8
Cutler Capital Management
Massachusetts
$1.52M -$268K -25,000 -10%
Vanguard Group
9
Vanguard Group
Pennsylvania
$1.35M – – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.35M +$83.7K +7,813 +4%
TAM
11
THB Asset Management
Connecticut
$1.23M -$506K -47,263 -20%
EC
12
EJF Capital
Virginia
$913K -$210K -19,620 -12%
PH
13
Pinnacle Holdings
Oklahoma
$701K -$39K -3,638 -3%
BCM
14
Bridgeway Capital Management
Texas
$488K -$343K -32,000 -30%
Millennium Management
15
Millennium Management
New York
$276K -$40.3K -3,763 -8%
State Street
16
State Street
Massachusetts
$186K +$41.4K +3,867 +15%
First Manhattan
17
First Manhattan
New York
$155K – – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$144K +$12K +1,121 +5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$138K -$40.2K -3,753 -15%
BFIM
20
Beese Fulmer Investment Management
Ohio
$121K – – –
CS
21
Credit Suisse
Switzerland
$115K +$2.14K +200 +1%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$115K +$2.14K +200 +1%
Goldman Sachs
23
Goldman Sachs
New York
$108K -$234K -21,814 -57%
Wells Fargo
24
Wells Fargo
California
$95K +$35K +3,269 +29%
ECM
25
ExodusPoint Capital Management
New York
$94K -$167K -15,616 -52%
1
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CZWI Hedge Fund Activity: Q1 2020 in Review

40 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2020, worth a combined $37.3M — down 50% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CZWI positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.42M. The largest seller was Maltese Capital Management, exiting entirely with an estimated $3.29M sold.

  • 40 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2020, down from 41 in Q4 2019.
  • Funds reported $37.3M of Citizens Community Bancorp stock for Q1 2020, down 50% quarter-over-quarter.
  • 5 funds opened new Citizens Community Bancorp positions in Q1 2020 and 4 closed out, a net change of +1 holder.
  • The largest Citizens Community Bancorp buyer in Q1 2020 was Fourthstone LLC, an estimated $2.42M added.
  • The largest Citizens Community Bancorp seller in Q1 2020 was Maltese Capital Management, an estimated $3.29M sold.

Based on aggregated 13F filings for Q1 2020.