Citizens Community Bancorp
CZWI
37 hedge funds and large institutions have $73.2M invested in Citizens Community Bancorp in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
7.8% more ownership
Funds ownership: 49.1% → 56.91% (+7.8%)
3% more funds holding
Funds holding: 36 → 37 (+1)
1% more capital invested
Capital invested by funds: $72.2M → $73.2M (+$989K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$2.11M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.01M |
| 3 |
BlackRock
New York
|
+$689K |
| 4 |
Bank of New York Mellon
New York
|
+$459K |
| 5 |
PCM
Prelude Capital Management
New York
|
+$426K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boothbay Fund Management
New York
|
-$1.62M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$392K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$271K |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$248K |
| 5 |
Millennium Management
New York
|
-$175K |
CZWI Hedge Fund Activity: Q4 2021 in Review
37 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2021, worth a combined $73.2M — up 1.4% from $72.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CZWI positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 11 trimmed.
The largest buyer was Royce & Associates, opening a new position worth an estimated $2.11M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $1.62M sold.
- 37 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2021, up from 36 in Q3 2021.
- Funds reported $73.2M of Citizens Community Bancorp stock for Q4 2021, up 1.4% quarter-over-quarter.
- 7 funds opened new Citizens Community Bancorp positions in Q4 2021 and 6 closed out, a net change of +1 holder.
- The largest Citizens Community Bancorp buyer in Q4 2021 was Royce & Associates, an estimated $2.11M added.
- The largest Citizens Community Bancorp seller in Q4 2021 was Boothbay Fund Management, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2021.