Citizens Community Bancorp
CZWI
37 hedge funds and large institutions have $49.4M invested in Citizens Community Bancorp in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 8 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0.13% less ownership
Funds ownership: 53.43% → 53.3% (-0.13%)
5% less funds holding
Funds holding: 39 → 37 (-2)
17% less capital invested
Capital invested by funds: $59.3M → $49.4M (-$9.83M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$712K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$615K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$366K |
| 4 |
RA
Royce & Associates
New York
|
+$226K |
| 5 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFM
Boothbay Fund Management
New York
|
-$850K |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$556K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$306K |
| 4 |
HF
HRT Financial
New York
|
-$287K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$177K |
CZWI Hedge Fund Activity: Q2 2023 in Review
37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q2 2023, worth a combined $49.4M — down 17% from $59.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CZWI and 6 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 11 added.
The largest buyer was Fourthstone LLC, opening a new position worth an estimated $712K. The largest seller was Boothbay Fund Management, cutting an estimated $850K.
- 37 institutional investors held Citizens Community Bancorp (CZWI) as of Q2 2023, down from 39 in Q1 2023.
- Funds reported $49.4M of Citizens Community Bancorp stock for Q2 2023, down 17% quarter-over-quarter.
- 6 funds opened new Citizens Community Bancorp positions in Q2 2023 and 8 closed out, a net change of -2 holders.
- The largest Citizens Community Bancorp buyer in Q2 2023 was Fourthstone LLC, an estimated $712K added.
- The largest Citizens Community Bancorp seller in Q2 2023 was Boothbay Fund Management, an estimated $850K sold.
Based on aggregated 13F filings for Q2 2023.