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Citizens Community Bancorp

48 hedge funds and large institutions have $89.9M invested in Citizens Community Bancorp in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

26% more funds holding

Funds holding: 3848 (+10)

19% more capital invested

Capital invested by funds: $75.7M → $89.9M (+$14.3M)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

3.21% more ownership

Funds ownership: 51.84%55.05% (+3.2%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
15
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$16M -$480K -31,524 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.55M -$368K -24,187 -4%
FCM
3
FJ Capital Management
Virginia
$8.84M -$4.25M -278,690 -34%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.32M -$167K -10,959 -2%
BFC
5
Banc Funds Company
Illinois
$8.28M -$788K -51,749 -9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.9M +$219K +14,367 +5%
FL
7
Fourthstone LLC
Missouri
$4.3M +$2.38M +156,461 +146%
GJL
8
Gendell Jeffrey L
$4.09M
BCM
9
Bridgeway Capital Management
Texas
$2.92M -$7.62K -500 -0.3%
RA
10
Royce & Associates
New York
$2.62M -$120K -7,894 -5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.9M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.68M -$17.2K -1,127 -1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.53M +$1.43M +94,139 New
PH
14
Pinnacle Holdings
Oklahoma
$1.49M -$2.74K -180 -0.2%
RBWA
15
RFG - Bristol Wealth Advisors
Massachusetts
$1.45M +$1.36M +88,970 New
BlackRock
16
BlackRock
New York
$1.36M +$187K +12,249 +17%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$1.13M +$321K +21,089 +43%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.07M +$336K +22,025 +50%
EF
19
Empowered Funds
Pennsylvania
$967K +$16.8K +1,100 +2%
First Manhattan
20
First Manhattan
New York
$939K
Northern Trust
21
Northern Trust
Illinois
$637K +$151K +9,894 +34%
State Street
22
State Street
Massachusetts
$566K +$186K +12,200 +54%
BMCM
23
Black Maple Capital Management
Wisconsin
$466K
Goldman Sachs
24
Goldman Sachs
New York
$429K +$401K +26,308 New
Millennium Management
25
Millennium Management
New York
$416K +$389K +25,551 New

CZWI Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Citizens Community Bancorp (CZWI) for Q4 2024, worth a combined $89.9M — up 19% from $75.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CZWI positions and 1 closed out — a net gain of 11 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $2.38M. The largest seller was FJ Capital Management, cutting an estimated $4.25M.

  • 48 institutional investors held Citizens Community Bancorp (CZWI) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $89.9M of Citizens Community Bancorp stock for Q4 2024, up 19% quarter-over-quarter.
  • 12 funds opened new Citizens Community Bancorp positions in Q4 2024 and 1 closed out, a net change of +11 holders.
  • The largest Citizens Community Bancorp buyer in Q4 2024 was Fourthstone LLC, an estimated $2.38M added.
  • The largest Citizens Community Bancorp seller in Q4 2024 was FJ Capital Management, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2024.