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Citizens Financial Services

56 hedge funds and large institutions have $49.9M invested in Citizens Financial Services in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

12% more funds holding

Funds holding: 5056 (+6)

1.41% more ownership

Funds ownership: 22.18%23.59% (+1.4%)

1% less capital invested

Capital invested by funds: $50.4M → $49.9M (-$507K)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$155K +$63.4K +1,479 +74%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$148K -$129 -3 -0.1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$143K +$14.7K +344 +12%
MIM
29
MetLife Investment Management
New Jersey
$118K +$10.7K +249 +10%
JP Morgan Chase
30
JP Morgan Chase
New York
$118K -$180K -4,193 -61%
CF
31
Corebridge Financial
Texas
$109K +$105K +2,456 New
UBS Group
32
UBS Group
Switzerland
$109K -$60.9K -1,421 -37%
Wells Fargo
33
Wells Fargo
California
$105K +$35.3K +824 +54%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$83.2K -$300 -7 -0.4%
Mirae Asset Global ETFs Holdings
35
Mirae Asset Global ETFs Holdings
Hong Kong
$74.1K +$71.4K +1,665 New
Barclays
36
Barclays
United Kingdom
$68.9K -$48.1K -1,123 -42%
TRCT
37
Tower Research Capital (TRC)
New York
$67.9K +$41.6K +970 +175%
NB
38
NBT Bank
New York
$53.9K -$43 -1 -0.1%
Citigroup
39
Citigroup
New York
$52K +$13.2K +308 +36%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$32.1K +$30.9K +721 New
Nisa Investment Advisors
41
Nisa Investment Advisors
Missouri
$31.7K +$30.6K +713 New
SHIM
42
Stone House Investment Management
Pennsylvania
$29.1K -$43 -1 -0.2%
Legal & General Group
43
Legal & General Group
United Kingdom
$20.6K +$4.8K +112 +32%
AIP
44
Ameritas Investment Partners
Nebraska
$16.2K +$43 +1 +0.3%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$14.7K +$857 +20 +6%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$14.7K -$2.49K -58 -15%
BHWM
47
Beaird Harris Wealth Management
Texas
$10.8K +$10.4K +242 New
AB
48
Amalgamated Bank
New York
$7K -$43 -1 -0.7%
CAL
49
Capital Advisors Ltd
Ohio
$4K +$3.6K +84 New
GI
50
GAMMA Investing
California
$3.5K +$3.21K +75 +1,875%

CZFS Hedge Fund Activity: Q2 2024 in Review

56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q2 2024, worth a combined $49.9M — down 1% from $50.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CZFS positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38M. The largest seller was Millennium Management, exiting entirely with an estimated $407K sold.

  • 56 institutional investors held Citizens Financial Services (CZFS) as of Q2 2024, up from 50 in Q1 2024.
  • Funds reported $49.9M of Citizens Financial Services stock for Q2 2024, down 1% quarter-over-quarter.
  • 12 funds opened new Citizens Financial Services positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest Citizens Financial Services buyer in Q2 2024 was BlackRock, an estimated $1.38M added.
  • The largest Citizens Financial Services seller in Q2 2024 was Millennium Management, an estimated $407K sold.

Based on aggregated 13F filings for Q2 2024.