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Citizens Community Bancorp
CZWI

33 hedge funds and large institutions have $61.6M invested in Citizens Community Bancorp in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $38.8M → $61.6M (+$22.8M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.08% less ownership

Funds ownership: 50.78% → 50.7% (-0.08%)

6% less funds holding

Funds holding: 35 → 33 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
6
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.28M
2
GJL
Gendell Jeffrey L
+$190K
3
BFC
Banc Funds Company
Illinois
+$167K
4
BCM
BHZ Capital Management
California
+$113K
5
LPL Financial
LPL Financial
California
+$88.2K

Top Sellers

Rank Fund Capital Flow
1
CCM
Cutler Capital Management
Massachusetts
-$1.42M
2
FL
Fourthstone LLC
Missouri
-$706K
3
Millennium Management
Millennium Management
New York
-$135K
4
Wells Fargo
Wells Fargo
California
-$71.9K
5
EVC
Eidelman Virant Capital
Missouri
-$69K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$11.3M +$167K +19,150 +2%
FL
2
Fourthstone LLC
Missouri
$11.2M -$706K -80,914 -7%
FCM
3
FJ Capital Management
Virginia
$10M – – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.97M +$148 +17 +0%
AllianceBernstein
5
AllianceBernstein
Tennessee
$4.92M – – –
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.58M +$2.28M +261,085 +163%
GJL
7
Gendell Jeffrey L
$3.14M +$190K +21,825 +8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.28M – – –
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.03M -$22K -2,527 -1%
EC
10
EJF Capital
Virginia
$1.54M – – –
BCM
11
Bridgeway Capital Management
Texas
$1.16M – – –
PH
12
Pinnacle Holdings
Oklahoma
$1.08M -$1.61K -185 -0.2%
BlackRock
13
BlackRock
New York
$483K +$43.9K +5,032 +13%
First Manhattan
14
First Manhattan
New York
$453K – – –
BCM
15
BHZ Capital Management
California
$396K +$113K +12,965 +56%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$243K -$4.87K -558 -2%
State Street
17
State Street
Massachusetts
$233K -$20.7K -2,373 -10%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$233K – – –
Northern Trust
19
Northern Trust
Illinois
$207K -$410 -47 -0.2%
BFIM
20
Beese Fulmer Investment Management
Ohio
$204K – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$177K – – –
Millennium Management
22
Millennium Management
New York
$176K -$135K -15,416 -49%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$127K – – –
Renaissance Technologies
24
Renaissance Technologies
New York
$111K -$62K -7,111 -41%
LPL Financial
25
LPL Financial
California
$110K +$88.2K +10,106 New
1
2

CZWI Hedge Fund Activity: Q4 2020 in Review

33 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2020, worth a combined $61.6M — up 59% from $38.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of CZWI and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Vanguard Group, adding an estimated $2.28M. The largest seller was Cutler Capital Management, exiting entirely with an estimated $1.42M sold.

  • 33 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2020, down from 35 in Q3 2020.
  • Funds reported $61.6M of Citizens Community Bancorp stock for Q4 2020, up 59% quarter-over-quarter.
  • 3 funds opened new Citizens Community Bancorp positions in Q4 2020 and 5 closed out, a net change of -2 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2020 was Vanguard Group, an estimated $2.28M added.
  • The largest Citizens Community Bancorp seller in Q4 2020 was Cutler Capital Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2020.