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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$647K |
| 2 |
Morgan Stanley
New York
|
+$359K |
| 3 |
BMCM
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
+$331K |
| 4 |
Goldman Sachs
New York
|
+$291K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$606K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$389K |
| 3 |
LPL Financial
San Diego,
California
|
-$255K |
| 4 |
Bank of New York Mellon
New York
|
-$193K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
51
GAMMA Investing
Foster City,
California
| $2.41K | -$1.91K | -38 | -48% |
|
|
CPA
52
Capital Performance Advisors
Walnut Creek,
California
| $2.12K | +$1.81K | +36 | New |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | +$1.36K | +27 | +450% |
|
|
FFO
54
Fortitude Family Office
Scottsdale,
Arizona
| $1.88K | – | – | – |
|
55
Russell Investments Group
London,
United Kingdom
| $1.18K | -$35.2K | -701 | -97% |
|
|
C
56
Covestor
London,
United Kingdom
| $1K | -$151 | -3 | -23% |
|
|
SCM
57
Sterling Capital Management
Charlotte,
North Carolina
| $823 | +$703 | +14 | New |
|
|
CAM
58
Creekmur Asset Management
Morton,
Illinois
| $470 | – | – | – |
|
|
FL
59
Fourthstone LLC
St Louis,
Missouri
| – | -$606K | -13,628 | Closed |
|
|
60
LPL Financial
San Diego,
California
| – | -$255K | -5,729 | Closed |
|
|
BHWM
61
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$10.8K | -242 | Closed |
|
|
SAM
62
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$2.22K | -51 | Closed |
|
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.