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Citizens Community Bancorp
CZWI

34 hedge funds and large institutions have $53.8M invested in Citizens Community Bancorp in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

9% more capital invested

Capital invested by funds: $49.4M → $53.8M (+$4.41M)

0.27% more ownership

Funds ownership: 53.3% → 53.57% (+0.27%)

8% less funds holding

Funds holding: 37 → 34 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$1.04M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$702K
3
RA
Royce & Associates
New York
+$119K
4
GJL
Gendell Jeffrey L
+$77.4K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$59.7K

Top Sellers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$916K
2
Morgan Stanley
Morgan Stanley
New York
-$155K
3
ACM
Ategra Capital Management
Virginia
-$119K
4
TRCT
Tower Research Capital (TRC)
New York
-$88.6K
5
BFM
Boothbay Fund Management
New York
-$69.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$9.46M +$702K +70,572 +8%
FCM
2
FJ Capital Management
Virginia
$9.14M – – –
BFC
3
Banc Funds Company
Illinois
$8.42M – – –
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.19M -$916K -92,002 -15%
RA
5
Royce & Associates
New York
$2.83M +$119K +11,948 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.43M +$10.6K +1,067 +0.4%
GJL
7
Gendell Jeffrey L
$2.22M +$77.4K +7,780 +3%
FL
8
Fourthstone LLC
Missouri
$1.75M +$1.04M +104,825 +135%
BCM
9
Bridgeway Capital Management
Texas
$1.64M +$34.6K +3,476 +2%
Vanguard Group
10
Vanguard Group
Pennsylvania
$1.43M – – –
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.32M – – –
ROC
12
River Oaks Capital
Minnesota
$1.26M – – –
BFM
13
Boothbay Fund Management
New York
$1.19M -$69.1K -6,942 -5%
PH
14
Pinnacle Holdings
Oklahoma
$979K -$1.17K -118 -0.1%
BlackRock
15
BlackRock
New York
$808K -$30.2K -3,034 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$690K +$59.7K +5,998 +9%
First Manhattan
17
First Manhattan
New York
$505K – – –
State Street
18
State Street
Massachusetts
$432K -$32.7K -3,281 -7%
EF
19
Empowered Funds
Pennsylvania
$415K +$34.6K +3,476 +9%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$370K – – –
Bank of New York Mellon
21
Bank of New York Mellon
New York
$315K -$2.25K -226 -0.7%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$267K – – –
Northern Trust
23
Northern Trust
Illinois
$188K -$129 -13 -0.1%
BFIM
24
Beese Fulmer Investment Management
Ohio
$180K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$146K – – –
1
2

CZWI Hedge Fund Activity: Q3 2023 in Review

34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q3 2023, worth a combined $53.8M — up 8.9% from $49.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of CZWI and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 10 added.

The largest buyer was Fourthstone LLC, adding an estimated $1.04M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $916K.

  • 34 institutional investors held Citizens Community Bancorp (CZWI) as of Q3 2023, down from 37 in Q2 2023.
  • Funds reported $53.8M of Citizens Community Bancorp stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 2 funds opened new Citizens Community Bancorp positions in Q3 2023 and 4 closed out, a net change of -2 holders.
  • The largest Citizens Community Bancorp buyer in Q3 2023 was Fourthstone LLC, an estimated $1.04M added.
  • The largest Citizens Community Bancorp seller in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $916K sold.

Based on aggregated 13F filings for Q3 2023.