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Citizens Financial Services

50 hedge funds and large institutions have $81.2M invested in Citizens Financial Services in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more capital invested

Capital invested by funds: $51.9M → $81.2M (+$29.3M)

52% more funds holding

Funds holding: 3350 (+17)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

7.27% more ownership

Funds ownership: 16.24%23.51% (+7.3%)

Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
16
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$270K -$244 -3 -0.1%
JP Morgan Chase
27
JP Morgan Chase
New York
$264K +$279K +3,431 +1,815%
Goldman Sachs
28
Goldman Sachs
New York
$249K -$526K -6,467 -65%
Jane Street
29
Jane Street
New York
$249K +$278K +3,413 New
BFIM
30
Beese Fulmer Investment Management
Ohio
$226K +$252K +3,098 New
Invesco
31
Invesco
Georgia
$217K +$242K +2,974 New
UBS Group
32
UBS Group
Switzerland
$188K +$103K +1,266 +96%
KFI
33
Key Financial Inc
Pennsylvania
$187K -$81 -1 -0%
MIM
34
MetLife Investment Management
New Jersey
$176K +$196K +2,410 New
Citigroup
35
Citigroup
New York
$171K -$416K -5,116 -69%
AIG
36
American International Group
New York
$156K +$173K +2,131 New
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$134K +$149K +1,836 New
Deutsche Bank
38
Deutsche Bank
Germany
$130K +$145K +1,778 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$129K +$35K +430 +32%
Wells Fargo
40
Wells Fargo
California
$125K +$138K +1,691 +6,263%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$108K +$120K +1,473 New
Barclays
42
Barclays
United Kingdom
$64.6K -$26.9K -331 -27%
Osaic Holdings
43
Osaic Holdings
Arizona
$51.5K +$60.3K +742 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$43.4K -$81 -1 -0.2%
AB
45
Amalgamated Bank
New York
$35K +$38.7K +476 New
Legal & General Group
46
Legal & General Group
United Kingdom
$32.5K +$36.2K +445 New
AIP
47
Ameritas Investment Partners
Nebraska
$26.7K +$29.7K +365 New
Lazard Asset Management
48
Lazard Asset Management
New York
$21K -$81 -1 -0.3%
TRCT
49
Tower Research Capital (TRC)
New York
$19.1K +$21.2K +261 New
MLICM
50
Metropolitan Life Insurance Company (MetLife)
New York
$18.2K +$20.3K +250 New

CZFS Hedge Fund Activity: Q2 2023 in Review

50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q2 2023, worth a combined $81.2M — up 57% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CZFS positions and 5 closed out — a net gain of 17 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $18M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.92M sold.

  • 50 institutional investors held Citizens Financial Services (CZFS) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $81.2M of Citizens Financial Services stock for Q2 2023, up 57% quarter-over-quarter.
  • 22 funds opened new Citizens Financial Services positions in Q2 2023 and 5 closed out, a net change of +17 holders.
  • The largest Citizens Financial Services buyer in Q2 2023 was BlackRock, an estimated $18M added.
  • The largest Citizens Financial Services seller in Q2 2023 was Susquehanna International Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2023.