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Citizens Financial Services
CZFS

Overview Fund Activity

46 hedge funds and large institutions have $51.2M invested in Citizens Financial Services in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
12
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$3.22M
2
LPL Financial
2
LPL Financial
California
$269K
3
Creative Planning
3
Creative Planning
Kansas
$145K
4
State Street
4
State Street
Massachusetts
$2.93M
5
Bank of America
5
Bank of America
North Carolina
$342K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$420K
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.29K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$0
4
BlackRock
4
BlackRock
New York
$12.4M
5
BCM
5
Bridgeway Capital Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$12.4M 257,903 -10,408 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.4M 217,097 -1,772 -0.8%
CNC
3
Citizens & Northern Corp
Pennsylvania
$4.24M 88,437 +1,047 +1%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.01M 83,613 -2,762 -3%
FL
5
Fourthstone LLC
Missouri
$3.22M 67,191 +67,191 New
State Street
6
State Street
Massachusetts
$2.93M 61,080 +2,191 +4%
HI
7
Hudock Inc
Pennsylvania
$1.94M 40,546 +96 +0.2%
TAM
8
Terrapin Asset Management
Florida
$1.8M 37,460 -113 -0.3%
Northern Trust
9
Northern Trust
Illinois
$1.58M 33,029 -3,025 -8%
Charles Schwab
10
Charles Schwab
California
$1.57M 32,742 +18 +0.1%
JWA
11
JFS Wealth Advisors
Pennsylvania
$1.43M 29,909 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$682K 14,237 -293 -2%
WAM
13
Weatherly Asset Management
California
$463K 9,656 -2 -0%
AllianceBernstein
14
AllianceBernstein
Tennessee
$420K 8,767 -27,938 -76%
MA
15
Minerva Advisors
Pennsylvania
$370K 7,726 – –
Bank of America
16
Bank of America
North Carolina
$342K 7,128 +1,914 +37%
American Century Companies
17
American Century Companies
Missouri
$324K 6,763 -135 -2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$289K 6,030 +337 +6%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$282K 5,881 – –
LPL Financial
20
LPL Financial
California
$269K 5,604 +5,604 New
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$238K 4,962 +200 +4%
Invesco
22
Invesco
Georgia
$213K 4,438 +1,523 +52%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$211K 4,393 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$161K 3,361 +1,627 +94%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$156K 3,265 -367 -10%
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