Citizens Financial Services
CZFS
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.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
9% more funds holding
Funds holding: 46 → 50 (+4)
0.91% less ownership
Funds ownership: 23.09% → 22.18% (-0.91%)
27% less capital invested
Capital invested by funds: $69M → $50.4M (-$18.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$647K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$520K |
| 3 |
Millennium Management
New York
|
+$428K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$294K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$162K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$2.4M |
| 2 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$1.39M |
| 3 |
BlackRock
New York
|
-$541K |
| 4 |
Morgan Stanley
New York
|
-$407K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
51
Bridgeway Capital Management
Houston,
Texas
| – | -$251K | -3,949 | Closed |
|
52
Creative Planning
Overland Park,
Kansas
| – | -$204K | -3,216 | Closed |
|
53
SG Americas Securities
New York
| – | -$119K | -1,881 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$37.7K | -595 | Closed |
|
55
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$101 | +2 | New |
|
|
C
56
Covestor
London,
United Kingdom
| – | +$152 | +3 | New |
|
CZFS Hedge Fund Activity: Q1 2024 in Review
50 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q1 2024, worth a combined $50.4M — down 27% from $69M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CZFS positions and 6 closed out — a net gain of 4 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $647K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $2.4M sold.
- 50 institutional investors held Citizens Financial Services (CZFS) as of Q1 2024, up from 46 in Q4 2023.
- Funds reported $50.4M of Citizens Financial Services stock for Q1 2024, down 27% quarter-over-quarter.
- 10 funds opened new Citizens Financial Services positions in Q1 2024 and 6 closed out, a net change of +4 holders.
- The largest Citizens Financial Services buyer in Q1 2024 was Invesco, an estimated $647K added.
- The largest Citizens Financial Services seller in Q1 2024 was Fourthstone LLC, an estimated $2.4M sold.
Based on aggregated 13F filings for Q1 2024.