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Citizens Financial Services
CZFS

Overview Fund Activity

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.

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
4
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
E
1
Ergoteles
New York
$925K
2
Millennium Management
2
Millennium Management
New York
$497K
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$425K
4
Goldman Sachs
4
Goldman Sachs
New York
$349K
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.78M

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$175K
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$323K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$41K
5
GRP
5
Global Retirement Partners
California
$2K
Name Market Value Shares Shares
Change 		Shares
Change %
CNC
1
Citizens & Northern Corp
Pennsylvania
$6.1M 86,937 +250 +0.3%
HI
2
Hudock Inc
Pennsylvania
$2.85M 40,570 +86 +0.2%
JWA
3
JFS Wealth Advisors
Pennsylvania
$2.13M 30,294 – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.78M 25,423 +4,700 +23%
E
5
Ergoteles
New York
$925K 13,210 +13,210 New
WAM
6
Weatherly Asset Management
California
$671K 9,562 – –
Millennium Management
7
Millennium Management
New York
$497K 7,106 +7,106 New
Wellington Management Group
8
Wellington Management Group
Massachusetts
$425K 6,075 +6,075 New
Goldman Sachs
9
Goldman Sachs
New York
$349K 4,975 +4,975 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$323K 4,604 -985 -18%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$253K 3,599 – –
KTC
12
Kistler-Tiffany Companies
Pennsylvania
$240K 3,417 – –
MCM
13
Maltese Capital Management
New York
$175K 2,500 -10,268 -80%
KFI
14
Key Financial Inc
Pennsylvania
$174K 2,484 – –
Bank of America
15
Bank of America
North Carolina
$114K 1,623 +20 +1%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$41K 578 -110 -16%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$38K 562 – –
Osaic Holdings
18
Osaic Holdings
Arizona
$22K 308 +308 New
Morgan Stanley
19
Morgan Stanley
New York
$20K 286 – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$13K 183 – –
UBS Group
21
UBS Group
Switzerland
$10K 147 +147 New
Citigroup
22
Citigroup
New York
$9K 124 +124 New
Russell Investments Group
23
Russell Investments Group
United Kingdom
$6K 96 – –
GRP
24
Global Retirement Partners
California
$2K 30 -20 -40%
BAM
25
Belpointe Asset Management
Nevada
– – -1,607 Closed
1
2