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Citizens Financial Services

50 hedge funds and large institutions have $81.2M invested in Citizens Financial Services in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

57% more capital invested

Capital invested by funds: $51.9M → $81.2M (+$29.3M)

52% more funds holding

Funds holding: 3350 (+17)

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

7.27% more ownership

Funds ownership: 16.24%23.51% (+7.3%)

Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
16
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20M +$18M +221,529 +425%
Vanguard Group
2
Vanguard Group
Pennsylvania
$16.3M +$2.23M +27,406 +14%
CNC
3
Citizens & Northern Corp
Pennsylvania
$6.51M -$26.1K -321 -0.4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.43M +$3.64M +44,801 +103%
State Street
5
State Street
Massachusetts
$4.39M +$4.53M +55,746 +1,288%
HI
6
Hudock Inc
Pennsylvania
$3.01M +$4.8K +59 +0.1%
TAM
7
Terrapin Asset Management
Florida
$2.8M +$3.12M +38,328 New
AllianceBernstein
8
AllianceBernstein
Tennessee
$2.73M +$3.05M +37,443 New
Northern Trust
9
Northern Trust
Illinois
$2.68M +$2.38M +29,206 +386%
Charles Schwab
10
Charles Schwab
California
$2.44M +$1.07M +13,183 +65%
JWA
11
JFS Wealth Advisors
Pennsylvania
$2.23M -$81 -1 -0%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.91M +$244 +3 +0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.08M +$954K +11,729 +379%
WAM
14
Weatherly Asset Management
California
$719K
BRWA
15
B. Riley Wealth Advisors
Florida
$620K +$691K +8,491 New
MA
16
Minerva Advisors
Pennsylvania
$575K +$641K +7,881 New
American Century Companies
17
American Century Companies
Missouri
$514K +$572K +7,037 New
N
18
Nuveen
North Carolina
$438K +$488K +5,999 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$424K +$43.3K +533 +10%
Bank of America
20
Bank of America
North Carolina
$388K -$156K -1,916 -26%
Morgan Stanley
21
Morgan Stanley
New York
$384K +$341K +4,190 +390%
KTC
22
Kistler-Tiffany Companies
Pennsylvania
$357K +$146K +1,794 +58%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$355K +$395K +4,858 New
Wellington Management Group
24
Wellington Management Group
Massachusetts
$327K -$104K -1,279 -22%
BCM
25
Bridgeway Capital Management
Texas
$288K +$321K +3,949 New

CZFS Hedge Fund Activity: Q2 2023 in Review

50 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q2 2023, worth a combined $81.2M — up 57% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CZFS positions and 5 closed out — a net gain of 17 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $18M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.92M sold.

  • 50 institutional investors held Citizens Financial Services (CZFS) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $81.2M of Citizens Financial Services stock for Q2 2023, up 57% quarter-over-quarter.
  • 22 funds opened new Citizens Financial Services positions in Q2 2023 and 5 closed out, a net change of +17 holders.
  • The largest Citizens Financial Services buyer in Q2 2023 was BlackRock, an estimated $18M added.
  • The largest Citizens Financial Services seller in Q2 2023 was Susquehanna International Group, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2023.