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Citizens Community Bancorp
CZWI

36 hedge funds and large institutions have $67.5M invested in Citizens Community Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $64.9M → $67.5M (+$2.68M)

0.24% more ownership

Funds ownership: 52.91% → 53.15% (+0.24%)

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$5.49M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$497K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$321K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$282K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$268K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$5.09M
2
BFC
Banc Funds Company
Illinois
-$1.18M
3
RA
Royce & Associates
New York
-$554K
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$247K
5
BlackRock
BlackRock
New York
-$179K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$12.5M +$321K +26,936 +3%
FCM
2
FJ Capital Management
Virginia
$11.6M – – –
BFC
3
Banc Funds Company
Illinois
$9.13M -$1.18M -99,535 -12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.42M +$5.49M +461,594 +310%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.55M -$14.2K -1,197 -0.2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.37M +$268K +22,552 +9%
GJL
7
Gendell Jeffrey L
$3.05M +$238K +20,000 +9%
RA
8
Royce & Associates
New York
$2.43M -$554K -46,503 -19%
BCM
9
Bridgeway Capital Management
Texas
$2.11M -$13.7K -1,150 -0.7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.42M -$247K -20,739 -15%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.22M +$282K +23,698 +31%
PH
12
Pinnacle Holdings
Oklahoma
$1.11M -$4.55K -382 -0.4%
BlackRock
13
BlackRock
New York
$837K -$179K -15,015 -18%
First Manhattan
14
First Manhattan
New York
$639K – – –
EF
15
Empowered Funds
Pennsylvania
$624K +$45.8K +3,850 +8%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$507K +$497K +41,746 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$474K +$5.95K +500 +1%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$465K +$124K +10,445 +37%
Northern Trust
19
Northern Trust
Illinois
$355K -$28.5K -2,397 -8%
Renaissance Technologies
20
Renaissance Technologies
New York
$309K +$97.6K +8,200 +48%
State Street
21
State Street
Massachusetts
$258K – – –
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$236K +$231K +19,395 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$234K +$47.6K +4,001 +26%
BFIM
24
Beese Fulmer Investment Management
Ohio
$228K – – –
CWM
25
Congress Wealth Management
Massachusetts
$182K – – –
1
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CZWI Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q1 2024, worth a combined $67.5M — up 4.1% from $64.9M a quarter earlier.

Fund positioning in CZWI was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Vanguard Group, adding an estimated $5.49M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $5.09M sold.

  • 36 institutional investors held Citizens Community Bancorp (CZWI) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $67.5M of Citizens Community Bancorp stock for Q1 2024, up 4.1% quarter-over-quarter.
  • 6 funds opened new Citizens Community Bancorp positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Citizens Community Bancorp buyer in Q1 2024 was Vanguard Group, an estimated $5.49M added.
  • The largest Citizens Community Bancorp seller in Q1 2024 was Fourthstone LLC, an estimated $5.09M sold.

Based on aggregated 13F filings for Q1 2024.