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Citizens Community Bancorp
CZWI

36 hedge funds and large institutions have $64.9M invested in Citizens Community Bancorp in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

20% more capital invested

Capital invested by funds: $53.8M → $64.9M (+$11M)

6% more funds holding

Funds holding: 34 → 36 (+2)

0.66% less ownership

Funds ownership: 53.57% → 52.91% (-0.66%)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$2.56M
2
Renaissance Technologies
Renaissance Technologies
New York
+$174K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$142K
4
Northern Trust
Northern Trust
Illinois
+$121K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45.9K

Top Sellers

Rank Fund Capital Flow
1
BFM
Boothbay Fund Management
New York
-$1.19M
2
RA
Royce & Associates
New York
-$494K
3
BFC
Banc Funds Company
Illinois
-$263K
4
State Street
State Street
Massachusetts
-$240K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$11.7M +$142K +14,000 +1%
FCM
2
FJ Capital Management
Virginia
$11.1M – – –
BFC
3
Banc Funds Company
Illinois
$9.97M -$263K -25,996 -3%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.32M – – –
FL
5
Fourthstone LLC
Missouri
$5.09M +$2.56M +252,374 +138%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.99M +$17.4K +1,721 +0.7%
RA
7
Royce & Associates
New York
$2.89M -$494K -48,753 -17%
GJL
8
Gendell Jeffrey L
$2.7M – – –
BCM
9
Bridgeway Capital Management
Texas
$2.05M +$42.8K +4,224 +2%
Vanguard Group
10
Vanguard Group
Pennsylvania
$1.75M – – –
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.61M – – –
PH
12
Pinnacle Holdings
Oklahoma
$1.08M -$101K -9,949 -10%
BlackRock
13
BlackRock
New York
$982K -$2.88K -284 -0.3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$895K +$45.9K +4,535 +6%
First Manhattan
15
First Manhattan
New York
$616K – – –
EF
16
Empowered Funds
Pennsylvania
$556K +$42.8K +4,224 +10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$451K – – –
Northern Trust
18
Northern Trust
Illinois
$370K +$121K +11,954 +61%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$326K – – –
State Street
20
State Street
Massachusetts
$249K -$240K -23,694 -53%
BFIM
21
Beese Fulmer Investment Management
Ohio
$220K – – –
Renaissance Technologies
22
Renaissance Technologies
New York
$201K +$174K +17,200 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$179K – – –
CWM
24
Congress Wealth Management
Massachusetts
$176K – – –
Bank of New York Mellon
25
Bank of New York Mellon
New York
$146K -$207K -20,413 -62%
1
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CZWI Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2023, worth a combined $64.9M — up 20% from $53.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CZWI positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.56M. The largest seller was Boothbay Fund Management, exiting entirely with an estimated $1.19M sold.

  • 36 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $64.9M of Citizens Community Bancorp stock for Q4 2023, up 20% quarter-over-quarter.
  • 4 funds opened new Citizens Community Bancorp positions in Q4 2023 and 1 closed out, a net change of +3 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2023 was Fourthstone LLC, an estimated $2.56M added.
  • The largest Citizens Community Bancorp seller in Q4 2023 was Boothbay Fund Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2023.