Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CIVISTA BANCSHARES INC (CIVB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — CIVB

Based on 133 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CIVB 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
133 hedge funds hold CIVB 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 — +23% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 57% buying

68 buying51 selling
Last quarter: 68 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 20 → 18 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 20% medium 20% new
81 out of 133 hedge funds have held CIVB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

17 → 12 → 20 → 18 → 21 new funds/Q
New funds entering each quarter: 12 → 20 → 18 → 21. A growing number of institutions are discovering CIVB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 12% 1-2yr 21% new
Of 133 current holders: 89 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
31 of 133 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CIVB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: CIVB

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

Market Analysis: CIVB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CIVB

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 0 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: CIVB
2026 Q1 Stats Unlock in 21 days 133 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 133 127 4.72%
13F Shares 13M 13M 0.44%
Total Value $285M $260M 9.87%
New Positions 21 18 +3
Increased Positions 47 53 -6
Closed Positions 15 18 -3
Reduced Positions 36 38 -2
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CIVB

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Financial Highlights

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Institutional Holders (2026 Q1)

133 + investors

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

Top 20 institutional holders of CIVB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BEESE FULMER INVESTMENT MANAGEMENT, INC. 0.24% 162,128 $3.7M
2 CWS Financial Advisors, LLC 0.13% 22,877 $521K
3 ELCO Management Co., LLC 0.11% 10,000 $228K
4 RITHOLTZ WEALTH MANAGEMENT 0.05% 136,456 $3.1M
5 PARK NATIONAL CORP /OH/ 0.02% 22,975 $524K
6 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.01% 106,394 $2.4M
7 Sterling Capital Management LLC 0.00% 9,996 $228K
8 Caldwell Trust Co 0.00% 1,387 $32K
9 Trust Co 0.00% 1,197 $27K
10 Versant Capital Management, Inc 0.00% 421 $10K
11 GAMMA Investing LLC 0.00% 773 $18K
12 CoreCap Advisors, LLC 0.00% 1,000 $23K
13 Private Wealth Management Group, LLC 0.00% 114 $3K
14 Assenagon Asset Management S.A. 0.00% 18,991 $433K
15 State of Alaska, Department of Revenue 0.00% 614
16 True Wealth Design, LLC 0.00% 19
17 Farther Finance Advisors, LLC 0.00% 214 $5K
18 Root Financial Partners, LLC 0.00% 4
19 IFP Advisors, Inc 0.00% 5
20 SBI Securities Co., Ltd. 0.00% 1
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 — CIVISTA BANCSHARES INC (CIVB)

What does the Smart Money Trend signal show for CIVB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CIVB 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 CIVB?

Slight buying edge — 57% buying: Last quarter: 68 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CIVB holders?

Elite ownership — 51% AUM from top-100 funds: 31 of 133 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in CIVB. 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 CIVB?

61% of holders stayed for 2+ years: 81 out of 133 hedge funds have held CIVB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.