Citizens Financial Services
CZFS
25 hedge funds and large institutions have $23.3M invested in Citizens Financial Services in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
36% more capital invested
Capital invested by funds: $17.2M → $23.3M (+$6.17M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 24 → 25 (+1)
1.55% more ownership
Funds ownership: 6.35% → 7.9% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$3.96M |
| 2 |
CS
Clear Street
New York
|
+$435K |
| 3 |
Citigroup
New York
|
+$153K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$92.8K |
| 5 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$80.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
E
Ergoteles
New York
|
-$244K |
| 2 |
MCM
Maltese Capital Management
New York
|
-$175K |
| 3 |
Millennium Management
New York
|
-$72.1K |
| 4 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$48.6K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
26
Maltese Capital Management
New York
| – | -$175K | -2,576 | Closed |
|
|
27
Acadian Asset Management
Boston,
Massachusetts
| – | -$38K | -579 | Closed |
|
28
Osaic Holdings
Scottsdale,
Arizona
| – | -$22K | -317 | Closed |
|
CZFS Hedge Fund Activity: Q4 2022 in Review
25 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q4 2022, worth a combined $23.3M — up 36% from $17.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CZFS positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Fourthstone LLC, opening a new position worth an estimated $3.96M. The largest seller was Ergoteles, cutting an estimated $244K.
- 25 institutional investors held Citizens Financial Services (CZFS) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $23.3M of Citizens Financial Services stock for Q4 2022, up 36% quarter-over-quarter.
- 4 funds opened new Citizens Financial Services positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest Citizens Financial Services buyer in Q4 2022 was Fourthstone LLC, an estimated $3.96M added.
- The largest Citizens Financial Services seller in Q4 2022 was Ergoteles, an estimated $244K sold.
Based on aggregated 13F filings for Q4 2022.