Citizens Financial Services
CZFS
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.
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: 50 → 56 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.38M |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$584K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$503K |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$431K |
| 5 |
Goldman Sachs
New York
|
+$223K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$407K |
| 2 |
JP Morgan Chase
New York
|
-$180K |
| 3 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$151K |
| 4 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
-$123K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
51
Smartleaf Asset Management
Boston,
Massachusetts
| $2.22K | – | – | – |
|
|
FFO
52
Fortitude Family Office
Scottsdale,
Arizona
| $1.44K | +$1.37K | +32 | New |
|
|
53
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.08K | -$105K | -2,448 | -99% |
|
|
C
54
Covestor
London,
United Kingdom
| $1K | +$429 | +10 | +333% |
|
|
CAM
55
Creekmur Asset Management
Morton,
Illinois
| $362 | +$343 | +8 | New |
|
|
56
Millennium Management
New York
| – | -$407K | -8,436 | Closed |
|
|
JWA
57
JFS Wealth Advisors
Hermitage,
Pennsylvania
| – | -$151K | -3,127 | Closed |
|
|
KFI
58
Key Financial Inc
West Chester,
Pennsylvania
| – | -$123K | -2,558 | Closed |
|
|
AIG
59
American International Group
New York
| – | -$92K | -1,907 | Closed |
|
|
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$12.1K | -250 | Closed |
|
|
AWM
61
Avior Wealth Management
Omaha,
Nebraska
| – | -$49 | -1 | Closed |
|
62
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$171 | +4 | +200% |
|
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.