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Citizens Community Bancorp

38 hedge funds and large institutions have $75.7M invested in Citizens Community Bancorp in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

19% more capital invested

Capital invested by funds: $63.4M → $75.7M (+$12.3M)

15% more funds holding

Funds holding: 3338 (+5)

0.8% less ownership

Funds ownership: 52.65%51.84% (-0.8%)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$14.4M -$222K -17,335 -2%
FCM
2
FJ Capital Management
Virginia
$11.6M -$1.67M -130,000 -14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.65M
BFC
4
Banc Funds Company
Illinois
$7.93M -$1.53M -119,550 -18%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.39M -$179K -13,985 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.06M +$73.5K +5,731 +2%
GJL
7
Gendell Jeffrey L
$3.56M
BCM
8
Bridgeway Capital Management
Texas
$2.54M +$37.8K +2,948 +2%
RA
9
Royce & Associates
New York
$2.39M -$396K -30,882 -15%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.65M
FL
11
Fourthstone LLC
Missouri
$1.52M +$1.38M +107,281 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.48M +$22.2K +1,732 +2%
PH
13
Pinnacle Holdings
Oklahoma
$1.3M -$680 -53 -0.1%
BlackRock
14
BlackRock
New York
$1.01M +$10.4K +807 +1%
EF
15
Empowered Funds
Pennsylvania
$825K +$37.8K +2,948 +5%
First Manhattan
16
First Manhattan
New York
$817K +$64.1K +5,000 +10%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$687K +$6.53K +509 +1%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$619K
Northern Trust
19
Northern Trust
Illinois
$414K -$6.13K -478 -2%
BMCM
20
Black Maple Capital Management
Wisconsin
$406K +$367K +28,628 New
Renaissance Technologies
21
Renaissance Technologies
New York
$404K +$118K +9,200 +48%
State Street
22
State Street
Massachusetts
$320K
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$301K
BFIM
24
Beese Fulmer Investment Management
Ohio
$266K
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$258K +$45.8K +3,573 +24%

CZWI Hedge Fund Activity: Q3 2024 in Review

38 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q3 2024, worth a combined $75.7M — up 19% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CZWI positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $1.38M. The largest seller was FJ Capital Management, cutting an estimated $1.67M.

  • 38 institutional investors held Citizens Community Bancorp (CZWI) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $75.7M of Citizens Community Bancorp stock for Q3 2024, up 19% quarter-over-quarter.
  • 7 funds opened new Citizens Community Bancorp positions in Q3 2024 and 2 closed out, a net change of +5 holders.
  • The largest Citizens Community Bancorp buyer in Q3 2024 was Fourthstone LLC, an estimated $1.38M added.
  • The largest Citizens Community Bancorp seller in Q3 2024 was FJ Capital Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2024.