Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Citizens Cmnty Bancorp Inc M (CZWI)

92 + Investors. Track Smart Money conviction in CZWI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
8Q ▲
Buyers last Q
66%

Smart Money Signals — CZWI

Based on 93 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added CZWI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
93 hedge funds hold CZWI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +48% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+48% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

57 buying29 selling
Last quarter: 57 funds were net buyers (17 opened a brand new position + 40 added to an existing one). Only 29 were sellers (23 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 9 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 31% new

■ 39% conviction (2yr+) ■ 30% medium ■ 31% new
Of the 93 current holders: 36 (39%) held >2 years, 28 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Price up while funds trimmed (+14% value, -3% shares)

Value
+14%
Shares
-2%
Last quarter: total value of institutional CZWI holdings rose +14% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

20 → 18 → 9 → 13 → 17 new funds/Q
New funds entering each quarter: 18 → 9 → 13 → 17. A growing number of institutions are discovering CZWI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 49% newcomers

■ 45% veterans ■ 5% 1-2yr ■ 49% new
Entry-cohort mix of 93 holders: 42 (45%) are 2+ year veterans, 5 entered 1–2 years ago, and 46 (49%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
35 of 93 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CZWI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CZWI

In 2026 Q2, 57 hedge funds were net buyers of CZWI (17 opened a new position, 40 added to an existing one), while 29 reduced or exited (23 trimmed, 6 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in CZWI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 93.

Hedge Fund Ownership: CZWI

How many hedge funds hold CZWI — quarterly history vs. share price
Quarterly hedge fund ownership of CZWI vs. share price

Market Analysis: CZWI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CZWI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: CZWI
92 + Investors

Track Smart Money conviction in CZWI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 92 82 12.2%
13F Shares 6M 6M -2.62%
Total Value $126M $110M 14.2%
New Positions 17 13 +4
Increased Positions 39 32 +7
Closed Positions 7 11 -4
Reduced Positions 23 22 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CZWI

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

92 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CZWI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CZWI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daytona Street Capital LLC 1.83% 109,911 $2.5M
2 Rhino Investment Partners, Inc 1.02% 144,034 $3.4M
3 Banc Funds Co LLC 0.75% 195,055 $4.6M
4 Pinnacle Holdings, LLC 0.66% 91,262 $2.1M
5 RFG - Bristol Wealth Advisors, LLC 0.59% 104,290 $2.4M
6 Bridgeway Capital Management, LLC 0.06% 158,017 $3.7M
7 Gendell Jeffrey L 0.05% 248,319 $5.8M
8 Beese Fulmer Investment Management, INC. 0.03% 18,810 $440K
9 Occudo Quantitative Strategies LP 0.02% 19,020 $445K
10 Ritholtz Wealth Management 0.02% 52,107 $1.2M
11 Empowered Funds, LLC 0.01% 71,318 $1.7M
12 Manufacturers Life Insurance Company, the 0.01% 480,842 $11.2M
13 O'shaughnessy Asset Management, LLC 0.01% 71,842 $1.7M
14 Boston Partners 0.01% 281,634 $6.6M
15 Renaissance Technologies LLC 0.00% 107,200 $2.5M
16 First Manhattan CO. LLC. 0.00% 52,624 $1.2M
17 Trexquant Investment LP 0.00% 19,691 $461K
18 Two Sigma Investments, LP 0.00% 159,050 $3.7M
19 Mackenzie Financial Corp 0.00% 112,055 $2.6M
20 Center for Financial Planning, Inc. 0.00% 1,000 $23K
21 Centiva Capital, LP 0.00% 9,853 $230K
22 Strs Ohio 0.00% 21,400 $501K
23 Arrowstreet Capital, Limited Partnership 0.00% 147,560 $3.5M
24 Los Angeles Capital Management LLC 0.00% 13,895 $325K
25 &Partners 0.00% 11,200 $262K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Citizens Cmnty Bancorp Inc M (CZWI)

What does the Smart Money Trend signal show for CZWI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added CZWI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CZWI?

More buyers than sellers — 66% buying: Last quarter: 57 funds were net buyers (17 opened a brand new position + 40 added to an existing one). Only 29 were sellers (23 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CZWI holders?

Elite ownership — 52% AUM from top-100 funds: 35 of 93 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in CZWI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CZWI?

Mixed — 39% long-term, 31% new: Of the 93 current holders: 36 (39%) held >2 years, 28 held 1–2 years, and 29 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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