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Citizens Financial Services
CZFS

58 hedge funds and large institutions have $67M invested in Citizens Financial Services in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

34% more capital invested

Capital invested by funds: $49.9M → $67M (+$17.1M)

4% more funds holding

Funds holding: 56 → 58 (+2)

0.61% more ownership

Funds ownership: 23.59% → 24.2% (+0.61%)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$647K
2
Morgan Stanley
Morgan Stanley
New York
+$359K
3
BMCM
Bryn Mawr Capital Management
Pennsylvania
+$331K
4
Goldman Sachs
Goldman Sachs
New York
+$291K
5
Northern Trust
Northern Trust
Illinois
+$237K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$606K
2
Invesco
Invesco
Georgia
-$389K
3
LPL Financial
LPL Financial
California
-$255K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$193K
5
Citadel Advisors
Citadel Advisors
Florida
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$236K -$100K -1,993 -33%
BCM
27
Bridgeway Capital Management
Texas
$230K +$198K +3,948 New
Citigroup
28
Citigroup
New York
$207K +$120K +2,392 +204%
Bank of America
29
Bank of America
North Carolina
$207K +$3.27K +65 +2%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$194K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$189K +$2.06K +41 +1%
MIM
32
MetLife Investment Management
New Jersey
$155K – – –
Deutsche Bank
33
Deutsche Bank
Germany
$151K +$129K +2,573 +10,721%
Mirae Asset Global ETFs Holdings
34
Mirae Asset Global ETFs Holdings
Hong Kong
$148K +$44.4K +884 +53%
Wells Fargo
35
Wells Fargo
California
$142K +$3.97K +79 +3%
CF
36
Corebridge Financial
Texas
$142K -$854 -17 -0.7%
UBS Group
37
UBS Group
Switzerland
$135K -$6.48K -129 -5%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$109K – – –
NB
39
NBT Bank
New York
$70.4K – – –
Nisa Investment Advisors
40
Nisa Investment Advisors
Missouri
$41.7K +$151 +3 +0.4%
SHIM
41
Stone House Investment Management
Pennsylvania
$38K -$50 -1 -0.2%
BWP
42
Baldwin Wealth Partners
Massachusetts
$36.2K +$31.3K +623 New
Legal & General Group
43
Legal & General Group
United Kingdom
$26K -$904 -18 -4%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$25.6K +$5.43K +108 +33%
AIP
45
Ameritas Investment Partners
Nebraska
$21.2K -$50 -1 -0.3%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$19.2K -$50 -1 -0.3%
TRCT
47
Tower Research Capital (TRC)
New York
$12.5K -$65.8K -1,310 -86%
AF
48
Allworth Financial
California
$12K +$10.3K +206 New
AB
49
Amalgamated Bank
New York
$9K – – –
CAL
50
Capital Advisors Ltd
Ohio
$5K – – –
1
2
3

CZFS Hedge Fund Activity: Q3 2024 in Review

58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q3 2024, worth a combined $67M — up 34% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CZFS positions and 4 closed out — a net gain of 2 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $647K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $606K sold.

  • 58 institutional investors held Citizens Financial Services (CZFS) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $67M of Citizens Financial Services stock for Q3 2024, up 34% quarter-over-quarter.
  • 6 funds opened new Citizens Financial Services positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest Citizens Financial Services buyer in Q3 2024 was BlackRock, an estimated $647K added.
  • The largest Citizens Financial Services seller in Q3 2024 was Fourthstone LLC, an estimated $606K sold.

Based on aggregated 13F filings for Q3 2024.