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Citizens Financial Services

66 hedge funds and large institutions have $78.5M invested in Citizens Financial Services in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 6

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $67M → $78.5M (+$11.5M)

14% more funds holding

Funds holding: 5866 (+8)

2.12% more ownership

Funds ownership: 24.2%26.32% (+2.1%)

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$28K
AIP
52
Ameritas Investment Partners
Nebraska
$22.9K
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$20.7K
BBHC
54
Brown Brothers Harriman & Co
New York
$12.9K +$13.1K +206 New
AF
55
Allworth Financial
California
$12.2K
AB
56
Amalgamated Bank
New York
$9K
SCM
57
Sterling Capital Management
North Carolina
$8.67K +$7.91K +124 +886%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$7.34K +$6.18K +97 +485%
CAL
59
Capital Advisors Ltd
Ohio
$5K
GI
60
GAMMA Investing
California
$3.8K +$1.27K +20 +49%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$3K +$510 +8 +24%
FFO
62
Fortitude Family Office
Arizona
$2.03K
C
63
Covestor
United Kingdom
$1K +$64 +1 +10%
LFG
64
Larson Financial Group
Missouri
$633 +$638 +10 New
CAM
65
Creekmur Asset Management
Illinois
$506
Osaic Holdings
66
Osaic Holdings
Arizona
$127 +$128 +2 New
NB
67
NBT Bank
New York
-$70.4K -1,211 Closed
SHIM
68
Stone House Investment Management
Pennsylvania
-$38K -652 Closed
BWP
69
Baldwin Wealth Partners
Massachusetts
-$36.2K -623 Closed
CPA
70
Capital Performance Advisors
California
-$2.12K -36 Closed

CZFS Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q4 2024, worth a combined $78.5M — up 17% from $67M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CZFS positions and 4 closed out — a net gain of 8 holders — while 31 added to existing stakes and 6 trimmed.

The largest buyer was Citizens & Northern Corp, adding an estimated $1.72M. The largest seller was Bank of New York Mellon, cutting an estimated $414K.

  • 66 institutional investors held Citizens Financial Services (CZFS) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $78.5M of Citizens Financial Services stock for Q4 2024, up 17% quarter-over-quarter.
  • 12 funds opened new Citizens Financial Services positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest Citizens Financial Services buyer in Q4 2024 was Citizens & Northern Corp, an estimated $1.72M added.
  • The largest Citizens Financial Services seller in Q4 2024 was Bank of New York Mellon, an estimated $414K sold.

Based on aggregated 13F filings for Q4 2024.