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Citizens Financial Services

33 hedge funds and large institutions have $52.3M invested in Citizens Financial Services in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more capital inflows, than outflows

Capital inflows: $31.7M | Capital outflows: $5.65M

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

32% more funds holding

Funds holding: 25 → 33 (+8)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

8.09% more ownership

Funds ownership: 7.67% → 15.76% (+8.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
6
Reduced
5
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

CZFS Hedge Fund Activity: Q1 2023 in Review

33 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q1 2023, worth a combined $52.3M — up 124% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CZFS positions and 5 closed out — a net gain of 8 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $15.3M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $4.25M sold.

  • 33 institutional investors held Citizens Financial Services (CZFS) as of Q1 2023, up from 25 in Q4 2022.
  • Funds reported $52.3M of Citizens Financial Services stock for Q1 2023, up 124% quarter-over-quarter.
  • 13 funds opened new Citizens Financial Services positions in Q1 2023 and 5 closed out, a net change of +8 holders.
  • The largest Citizens Financial Services buyer in Q1 2023 was Vanguard Group, an estimated $15.3M added.
  • The largest Citizens Financial Services seller in Q1 2023 was Fourthstone LLC, an estimated $4.25M sold.

Based on aggregated 13F filings for Q1 2023.