Citizens Financial Services
CZFS
33 hedge funds and large institutions have $51.9M invested in Citizens Financial Services in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
122% more capital invested
Capital invested by funds: $23.3M → $51.9M (+$28.5M)
32% more funds holding
Funds holding: 25 → 33 (+8)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
8.34% more ownership
Funds ownership: 7.9% → 16.24% (+8.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.3M |
| 2 |
BlackRock
New York
|
+$4.07M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.81M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$4.25M |
| 2 |
E
Ergoteles
New York
|
-$750K |
| 3 |
CS
Clear Street
New York
|
-$467K |
| 4 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
-$62.8K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$38.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Barclays
London,
United Kingdom
| $98.5K | +$94.7K | +1,215 | New |
|
|
BAM
27
Belpointe Asset Management
Reno,
Nevada
| $93.8K | – | – | – |
|
28
Morgan Stanley
New York
| $87K | +$60.6K | +777 | +263% |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $48.3K | – | – | – |
|
30
Lazard Asset Management
New York
| $23K | +$22.9K | +294 | New |
|
31
JP Morgan Chase
New York
| $15K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $2.17K | +$2.11K | +27 | New |
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| $427 | -$25.5K | -327 | -6% |
|
34
Russell Investments Group
London,
United Kingdom
| $77 | -$7.72K | -99 | Closed |
|
|
FL
35
Fourthstone LLC
St Louis,
Missouri
| – | -$4.25M | -57,103 | Closed |
|
|
E
36
Ergoteles
New York
| – | -$750K | -10,094 | Closed |
|
|
CS
37
Clear Street
New York
| – | -$467K | -6,270 | Closed |
|
|
GRP
38
Global Retirement Partners
San Rafael,
California
| – | -$2.3K | -31 | Closed |
|
CZFS Hedge Fund Activity: Q1 2023 in Review
33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q1 2023, worth a combined $51.9M — up 122% from $23.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CZFS positions and 5 closed out — a net gain of 8 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $15.3M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $4.25M sold.
- 33 institutional investors held Citizens Financial Services (CZFS) as of Q1 2023, up from 25 in Q4 2022.
- Funds reported $51.9M of Citizens Financial Services stock for Q1 2023, up 122% quarter-over-quarter.
- 13 funds opened new Citizens Financial Services positions in Q1 2023 and 5 closed out, a net change of +8 holders.
- The largest Citizens Financial Services buyer in Q1 2023 was Vanguard Group, an estimated $15.3M added.
- The largest Citizens Financial Services seller in Q1 2023 was Fourthstone LLC, an estimated $4.25M sold.
Based on aggregated 13F filings for Q1 2023.