Citizens Financial Services
CZFS
24 hedge funds and large institutions have $17.2M invested in Citizens Financial Services in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
33% more funds holding
Funds holding: 18 → 24 (+6)
11% more capital invested
Capital invested by funds: $15.4M → $17.2M (+$1.75M)
0.64% more ownership
Funds ownership: 5.71% → 6.35% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
E
Ergoteles
New York
|
+$988K |
| 2 |
Millennium Management
New York
|
+$532K |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$454K |
| 4 |
Goldman Sachs
New York
|
+$372K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$768K |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$112K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$73.6K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$8.21K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$1.52K |
CZFS Hedge Fund Activity: Q3 2022 in Review
24 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q3 2022, worth a combined $17.2M — up 11% from $15.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new CZFS positions and 1 closed out — a net gain of 6 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Ergoteles, opening a new position worth an estimated $988K. The largest seller was Maltese Capital Management, cutting an estimated $768K.
- 24 institutional investors held Citizens Financial Services (CZFS) as of Q3 2022, up from 18 in Q2 2022.
- Funds reported $17.2M of Citizens Financial Services stock for Q3 2022, up 11% quarter-over-quarter.
- 7 funds opened new Citizens Financial Services positions in Q3 2022 and 1 closed out, a net change of +6 holders.
- The largest Citizens Financial Services buyer in Q3 2022 was Ergoteles, an estimated $988K added.
- The largest Citizens Financial Services seller in Q3 2022 was Maltese Capital Management, an estimated $768K sold.
Based on aggregated 13F filings for Q3 2022.