Citizens Financial Services
CZFS
46 hedge funds and large institutions have $69M invested in Citizens Financial Services in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
35% more capital invested
Capital invested by funds: $51.2M → $69M (+$17.8M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 46 → 46 (0)
0.1% less ownership
Funds ownership: 23.19% → 23.09% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.28M |
| 2 |
Morgan Stanley
New York
|
+$699K |
| 3 |
State Street
Boston,
Massachusetts
|
+$401K |
| 4 |
Bank of New York Mellon
New York
|
+$326K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$1.65M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$420K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$213K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$75.9K |
| 5 |
Charles Schwab
San Francisco,
California
|
-$44K |
CZFS Hedge Fund Activity: Q4 2023 in Review
46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q4 2023, worth a combined $69M — up 35% from $51.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new CZFS positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 12 trimmed.
The largest buyer was BlackRock, adding an estimated $1.28M. The largest seller was Fourthstone LLC, cutting an estimated $1.65M.
- 46 institutional investors held Citizens Financial Services (CZFS) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $69M of Citizens Financial Services stock for Q4 2023, up 35% quarter-over-quarter.
- 4 funds opened new Citizens Financial Services positions in Q4 2023 and 3 closed out, a net change of +1 holder.
- The largest Citizens Financial Services buyer in Q4 2023 was BlackRock, an estimated $1.28M added.
- The largest Citizens Financial Services seller in Q4 2023 was Fourthstone LLC, an estimated $1.65M sold.
Based on aggregated 13F filings for Q4 2023.