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Citizens Financial Services
CZFS

Overview Fund Activity

50 hedge funds and large institutions have $50.4M invested in Citizens Financial Services in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
15
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLP
1
De Lisle Partners
United Kingdom
$743K
2
Invesco
2
Invesco
Georgia
$615K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.3M
4
Millennium Management
4
Millennium Management
New York
$407K
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$280K

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$0
2
JWA
2
JFS Wealth Advisors
Pennsylvania
$151K
3
BlackRock
3
BlackRock
New York
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$347K
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
51
Bridgeway Capital Management
Texas
– – -3,871 Closed
Creative Planning
52
Creative Planning
Kansas
– – -3,153 Closed
SG Americas Securities
53
SG Americas Securities
New York
– – -1,844 Closed
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
– – -583 Closed
CFGS
55
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$0 2 +2 New
C
57
Covestor
United Kingdom
$0 3 +3 New
1 2
3