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Citizens Financial Services
CZFS

46 hedge funds and large institutions have $69M invested in Citizens Financial Services in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

35% more capital invested

Capital invested by funds: $51.2M → $69M (+$17.8M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 46 → 46 (0)

0.1% less ownership

Funds ownership: 23.19% → 23.09% (-0.1%)

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.28M
2
Morgan Stanley
Morgan Stanley
New York
+$699K
3
State Street
State Street
Massachusetts
+$401K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$326K
5
Citadel Advisors
Citadel Advisors
Florida
+$283K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$1.65M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$420K
3
Invesco
Invesco
Georgia
-$213K
4
Bank of America
Bank of America
North Carolina
-$75.9K
5
Charles Schwab
Charles Schwab
California
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$18.2M +$1.28M +23,915 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.2M +$116K +2,158 +1%
CNC
3
Citizens & Northern Corp
Pennsylvania
$5.72M – – –
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.68M +$229K +4,265 +5%
State Street
5
State Street
Massachusetts
$4.43M +$401K +7,468 +12%
HI
6
Hudock Inc
Pennsylvania
$2.61M -$7.95K -148 -0.4%
FL
7
Fourthstone LLC
Missouri
$2.4M -$1.65M -30,757 -45%
Northern Trust
8
Northern Trust
Illinois
$2.35M +$181K +3,363 +10%
Charles Schwab
9
Charles Schwab
California
$2.07M -$44K -820 -2%
JWA
10
JFS Wealth Advisors
Pennsylvania
$1.94M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.31M +$326K +6,070 +42%
Morgan Stanley
12
Morgan Stanley
New York
$965K +$699K +13,004 +588%
WAM
13
Weatherly Asset Management
California
$625K – – –
N
14
Nuveen
North Carolina
$520K +$118K +2,202 +37%
MA
15
Minerva Advisors
Pennsylvania
$500K – – –
American Century Companies
16
American Century Companies
Missouri
$448K +$8.76K +163 +2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$392K +$1.45K +27 +0.4%
Bank of America
18
Bank of America
North Carolina
$372K -$75.9K -1,413 -19%
LPL Financial
19
LPL Financial
California
$363K +$54 +1 +0%
Barclays
20
Barclays
United Kingdom
$338K +$242K +4,510 +557%
Citadel Advisors
21
Citadel Advisors
Florida
$334K +$283K +5,262 New
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$303K -$15.1K -282 -6%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$284K – – –
UBS Group
24
UBS Group
Switzerland
$279K +$125K +2,318 +111%
BCM
25
Bridgeway Capital Management
Texas
$251K +$212K +3,949 New
1
2

CZFS Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q4 2023, worth a combined $69M — up 35% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new CZFS positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $1.28M. The largest seller was Fourthstone LLC, cutting an estimated $1.65M.

  • 46 institutional investors held Citizens Financial Services (CZFS) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $69M of Citizens Financial Services stock for Q4 2023, up 35% quarter-over-quarter.
  • 4 funds opened new Citizens Financial Services positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Citizens Financial Services buyer in Q4 2023 was BlackRock, an estimated $1.28M added.
  • The largest Citizens Financial Services seller in Q4 2023 was Fourthstone LLC, an estimated $1.65M sold.

Based on aggregated 13F filings for Q4 2023.