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Citizens Community Bancorp
CZWI

40 hedge funds and large institutions have $88.7M invested in Citizens Community Bancorp in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $73.2M → $88.7M (+$15.5M)

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more funds holding

Funds holding: 37 → 40 (+3)

1.21% less ownership

Funds ownership: 56.91% → 55.69% (-1.2%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
14
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.43M
2
PCM
Prelude Capital Management
New York
+$389K
3
BCM
Bridgeway Capital Management
Texas
+$343K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217K
5
Millennium Management
Millennium Management
New York
+$209K

Top Sellers

Rank Fund Capital Flow
1
PU
Petiole USA
New York
-$4.15M
2
BFC
Banc Funds Company
Illinois
-$683K
3
FL
Fourthstone LLC
Missouri
-$562K
4
GJL
Gendell Jeffrey L
-$248K
5
EVC
Eidelman Virant Capital
Missouri
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$14.4M -$6.1K -406 -0%
BFC
2
Banc Funds Company
Illinois
$13.7M -$683K -45,402 -5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$11.3M +$95.8K +6,373 +0.9%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.1M +$153K +10,157 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.58M +$217K +14,433 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.68M +$97.1K +6,456 +3%
GJL
7
Gendell Jeffrey L
$3.54M -$248K -16,478 -7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.23M +$2.43M +161,542 +311%
BCM
9
Bridgeway Capital Management
Texas
$2.9M +$343K +22,800 +13%
PU
10
Petiole USA
New York
$2.77M -$4.15M -275,802 -60%
RA
11
Royce & Associates
New York
$2.41M +$93K +6,185 +4%
EVC
12
Eidelman Virant Capital
Missouri
$1.59M -$135K -9,000 -8%
ROC
13
River Oaks Capital
Minnesota
$1.57M -$10.7K -712 -0.7%
PH
14
Pinnacle Holdings
Oklahoma
$1.49M -$812 -54 -0.1%
BlackRock
15
BlackRock
New York
$1.3M -$80.1K -5,326 -6%
PCM
16
Prelude Capital Management
New York
$1.3M +$389K +25,907 +43%
Renaissance Technologies
17
Renaissance Technologies
New York
$800K -$20.3K -1,350 -2%
State Street
18
State Street
Massachusetts
$689K -$47.4K -3,150 -6%
First Manhattan
19
First Manhattan
New York
$667K – – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$647K +$30.8K +2,050 +5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$620K +$27.5K +1,832 +5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$513K +$9.88K +657 +2%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$504K +$119K +7,901 +31%
BCM
24
BHZ Capital Management
California
$492K +$10.5K +700 +2%
Northern Trust
25
Northern Trust
Illinois
$289K -$12.6K -839 -4%
1
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CZWI Hedge Fund Activity: Q1 2022 in Review

40 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2022, worth a combined $88.7M — up 21% from $73.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CZWI positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $2.43M. The largest seller was Petiole USA, cutting an estimated $4.15M.

  • 40 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2022, up from 37 in Q4 2021.
  • Funds reported $88.7M of Citizens Community Bancorp stock for Q1 2022, up 21% quarter-over-quarter.
  • 5 funds opened new Citizens Community Bancorp positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest Citizens Community Bancorp buyer in Q1 2022 was Wellington Management Group, an estimated $2.43M added.
  • The largest Citizens Community Bancorp seller in Q1 2022 was Petiole USA, an estimated $4.15M sold.

Based on aggregated 13F filings for Q1 2022.