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Citizens Financial Services
CZFS

Overview Fund Activity

46 hedge funds and large institutions have $51.2M invested in Citizens Financial Services in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
12
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$3.22M
2
LPL Financial
2
LPL Financial
California
$269K
3
Creative Planning
3
Creative Planning
Kansas
$145K
4
State Street
4
State Street
Massachusetts
$2.93M
5
Bank of America
5
Bank of America
North Carolina
$342K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$420K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.29K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
BlackRock
4
BlackRock
New York
$12.4M
5
BCM
5
Bridgeway Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$145K 3,030 +3,030 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$129K 2,684 -865 -24%
KFI
28
Key Financial Inc
Pennsylvania
$120K 2,508 – –
MIM
29
MetLife Investment Management
New Jersey
$113K 2,363 – –
Deutsche Bank
30
Deutsche Bank
Germany
$113K 2,360 +617 +35%
Morgan Stanley
31
Morgan Stanley
New York
$104K 2,168 -2,991 -58%
UBS Group
32
UBS Group
Switzerland
$97.7K 2,038 -493 -19%
AIG
33
American International Group
New York
$90.7K 1,892 -197 -9%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$88K 1,831 +31 +2%
Wells Fargo
35
Wells Fargo
California
$43.5K 908 -776 -46%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$40.1K 837 -607 -42%
Barclays
37
Barclays
United Kingdom
$38K 794 -73 -8%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$36.7K 765 +765 New
TRCT
39
Tower Research Capital (TRC)
New York
$36.1K 754 +498 +195%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$27.9K 583 – –
AB
41
Amalgamated Bank
New York
$22K 467 – –
Legal & General Group
42
Legal & General Group
United Kingdom
$18.1K 378 -58 -13%
AIP
43
Ameritas Investment Partners
Nebraska
$17.2K 358 – –
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$11.7K 245 – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$8.29K 173 -25,507 -99%
Citigroup
46
Citigroup
New York
$3.74K 78 -2,216 -97%
BRWA
47
B. Riley Wealth Advisors
Florida
– – -8,324 Closed
BCM
48
Bridgeway Capital Management
Texas
– – -3,871 Closed
Goldman Sachs
49
Goldman Sachs
New York
– – -3,349 Closed
Jane Street
50
Jane Street
New York
– – -3,346 Closed
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