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Citizens Community Bancorp
CZWI

39 hedge funds and large institutions have $59.3M invested in Citizens Community Bancorp in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% less ownership

Funds ownership: 54.1% → 53.43% (-0.67%)

9% less capital invested

Capital invested by funds: $65.1M → $59.3M (-$5.84M)

13% less funds holding

Funds holding: 45 → 39 (-6)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 6

Holders
39
Holders Change
-6
Holders Change %
-13.33%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
14
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$502K
2
ROC
River Oaks Capital
Minnesota
+$451K
3
RA
Royce & Associates
New York
+$291K
4
BFM
Boothbay Fund Management
New York
+$112K
5
First Manhattan
First Manhattan
New York
+$102K

Top Sellers

Rank Fund Capital Flow
1
PCM
Prelude Capital Management
New York
-$452K
2
BCM
BHZ Capital Management
California
-$297K
3
Renaissance Technologies
Renaissance Technologies
New York
-$207K
4
BCM
Bridgeway Capital Management
Texas
-$193K
5
Millennium Management
Millennium Management
New York
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1
FJ Capital Management
Virginia
$10.1M – – –
BFC
2
Banc Funds Company
Illinois
$9.31M +$24K +1,996 +0.2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$9M +$502K +41,672 +5%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.75M -$118K -9,790 -2%
RA
5
Royce & Associates
New York
$2.75M +$291K +24,155 +10%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.74M +$5.26K +437 +0.2%
GJL
7
Gendell Jeffrey L
$2.37M – – –
BFM
8
Boothbay Fund Management
New York
$2.37M +$112K +9,275 +4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.1M -$147K -12,238 -6%
BCM
10
Bridgeway Capital Management
Texas
$1.76M -$193K -15,990 -9%
Vanguard Group
11
Vanguard Group
Pennsylvania
$1.58M +$1.21K +100 +0.1%
ROC
12
River Oaks Capital
Minnesota
$1.19M +$451K +37,434 +50%
PH
13
Pinnacle Holdings
Oklahoma
$1.08M +$45K +3,735 +4%
BlackRock
14
BlackRock
New York
$898K +$9.18K +762 +0.9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$675K – – –
State Street
16
State Street
Massachusetts
$559K +$20.1K +1,665 +3%
First Manhattan
17
First Manhattan
New York
$558K +$102K +8,450 +19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$441K +$5.11K +424 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$356K -$4.73K -393 -1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$306K -$128K -10,602 -27%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$304K – – –
HF
22
HRT Financial
New York
$287K -$144K -11,929 -31%
Morgan Stanley
23
Morgan Stanley
New York
$217K -$88.8K -7,370 -26%
BFIM
24
Beese Fulmer Investment Management
Ohio
$199K – – –
Northern Trust
25
Northern Trust
Illinois
$193K -$8.55K -710 -4%
1
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CZWI Hedge Fund Activity: Q1 2023 in Review

39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2023, worth a combined $59.3M — down 9% from $65.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CZWI and 0 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was AllianceBernstein, adding an estimated $502K. The largest seller was Prelude Capital Management, exiting entirely with an estimated $452K sold.

  • 39 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2023, down from 45 in Q4 2022.
  • Funds reported $59.3M of Citizens Community Bancorp stock for Q1 2023, down 9% quarter-over-quarter.
  • 0 funds opened new Citizens Community Bancorp positions in Q1 2023 and 6 closed out, a net change of -6 holders.
  • The largest Citizens Community Bancorp buyer in Q1 2023 was AllianceBernstein, an estimated $502K added.
  • The largest Citizens Community Bancorp seller in Q1 2023 was Prelude Capital Management, an estimated $452K sold.

Based on aggregated 13F filings for Q1 2023.