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Citizens Financial Services

56 hedge funds and large institutions have $49.9M invested in Citizens Financial Services in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

12% more funds holding

Funds holding: 5056 (+6)

1.41% more ownership

Funds ownership: 22.18%23.59% (+1.4%)

1% less capital invested

Capital invested by funds: $50.4M → $49.9M (-$507K)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.7M +$1.38M +32,304 +12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5M +$121K +2,811 +1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.55M +$503K +11,729 +13%
CNC
4
Citizens & Northern Corp
Pennsylvania
$3.97M -$46K -1,072 -1%
State Street
5
State Street
Massachusetts
$3.17M +$31.4K +732 +1%
HI
6
Hudock Inc
Pennsylvania
$1.84M +$9.65K +225 +0.5%
Charles Schwab
7
Charles Schwab
California
$1.59M +$2.92K +68 +0.2%
Northern Trust
8
Northern Trust
Illinois
$1.57M -$12.5K -292 -0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.07M +$181K +4,217 +21%
Invesco
10
Invesco
Georgia
$760K +$186K +4,339 +34%
DLP
11
De Lisle Partners
United Kingdom
$686K -$6.6K -154 -1%
FL
12
Fourthstone LLC
Missouri
$606K +$584K +13,628 New
Citadel Advisors
13
Citadel Advisors
Florida
$502K +$143K +3,340 +42%
GLA
14
Great Lakes Advisors
Illinois
$447K +$431K +10,048 New
WAM
15
Weatherly Asset Management
California
$438K
N
16
Nuveen
North Carolina
$365K -$86 -2 -0%
MA
17
Minerva Advisors
Pennsylvania
$351K
Morgan Stanley
18
Morgan Stanley
New York
$342K +$21K +490 +7%
American Century Companies
19
American Century Companies
Missouri
$335K -$1.72K -40 -0.5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$269K -$5.49K -128 -2%
LPL Financial
21
LPL Financial
California
$255K +$472 +11 +0.2%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$242K -$15.3K -356 -6%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$238K +$19.8K +462 +9%
Goldman Sachs
24
Goldman Sachs
New York
$231K +$223K +5,199 New
SO
25
STRS Ohio
Ohio
$166K +$160K +3,737 New

CZFS Hedge Fund Activity: Q2 2024 in Review

56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q2 2024, worth a combined $49.9M — down 1% from $50.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CZFS positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $1.38M. The largest seller was Millennium Management, exiting entirely with an estimated $407K sold.

  • 56 institutional investors held Citizens Financial Services (CZFS) as of Q2 2024, up from 50 in Q1 2024.
  • Funds reported $49.9M of Citizens Financial Services stock for Q2 2024, down 1% quarter-over-quarter.
  • 12 funds opened new Citizens Financial Services positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest Citizens Financial Services buyer in Q2 2024 was BlackRock, an estimated $1.38M added.
  • The largest Citizens Financial Services seller in Q2 2024 was Millennium Management, an estimated $407K sold.

Based on aggregated 13F filings for Q2 2024.