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Citizens Financial Services
CZFS

58 hedge funds and large institutions have $67M invested in Citizens Financial Services in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

34% more capital invested

Capital invested by funds: $49.9M → $67M (+$17.1M)

4% more funds holding

Funds holding: 56 → 58 (+2)

0.61% more ownership

Funds ownership: 23.59% → 24.2% (+0.61%)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
26
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$647K
2
Morgan Stanley
Morgan Stanley
New York
+$359K
3
BMCM
Bryn Mawr Capital Management
Pennsylvania
+$331K
4
Goldman Sachs
Goldman Sachs
New York
+$291K
5
Northern Trust
Northern Trust
Illinois
+$237K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$606K
2
Invesco
Invesco
Georgia
-$389K
3
LPL Financial
LPL Financial
California
-$255K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$193K
5
Citadel Advisors
Citadel Advisors
Florida
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$18.7M +$647K +12,882 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14M +$215K +4,279 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$6.02M +$56.4K +1,123 +1%
CNC
4
Citizens & Northern Corp
Pennsylvania
$5.24M +$44.8K +892 +1%
State Street
5
State Street
Massachusetts
$4.23M +$80.6K +1,604 +2%
HI
6
Hudock Inc
Pennsylvania
$2.42M +$4.47K +89 +0.2%
Northern Trust
7
Northern Trust
Illinois
$2.33M +$237K +4,727 +13%
Charles Schwab
8
Charles Schwab
California
$2.03M -$44.2K -880 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.17M -$193K -3,839 -16%
DLP
10
De Lisle Partners
United Kingdom
$897K +$7.74K +154 +1%
Morgan Stanley
11
Morgan Stanley
New York
$863K +$359K +7,152 +93%
GLA
12
Great Lakes Advisors
Illinois
$644K +$51.4K +1,023 +10%
Goldman Sachs
13
Goldman Sachs
New York
$639K +$291K +5,785 +111%
WAM
14
Weatherly Asset Management
California
$573K – – –
Invesco
15
Invesco
Georgia
$543K -$389K -7,751 -45%
American Century Companies
16
American Century Companies
Missouri
$526K +$76.4K +1,521 +20%
Citadel Advisors
17
Citadel Advisors
Florida
$521K -$117K -2,337 -21%
N
18
Nuveen
North Carolina
$477K – – –
MA
19
Minerva Advisors
Pennsylvania
$458K – – –
JP Morgan Chase
20
JP Morgan Chase
New York
$427K +$236K +4,702 +178%
BMCM
21
Bryn Mawr Capital Management
Pennsylvania
$383K +$331K +6,582 New
Barclays
22
Barclays
United Kingdom
$348K +$223K +4,434 +286%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$346K +$25.3K +504 +9%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$316K +$4.57K +91 +2%
SO
25
STRS Ohio
Ohio
$300K +$71K +1,414 +38%
1
2 3

CZFS Hedge Fund Activity: Q3 2024 in Review

58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q3 2024, worth a combined $67M — up 34% from $49.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CZFS positions and 4 closed out — a net gain of 2 holders — while 26 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $647K. The largest seller was Fourthstone LLC, exiting entirely with an estimated $606K sold.

  • 58 institutional investors held Citizens Financial Services (CZFS) as of Q3 2024, up from 56 in Q2 2024.
  • Funds reported $67M of Citizens Financial Services stock for Q3 2024, up 34% quarter-over-quarter.
  • 6 funds opened new Citizens Financial Services positions in Q3 2024 and 4 closed out, a net change of +2 holders.
  • The largest Citizens Financial Services buyer in Q3 2024 was BlackRock, an estimated $647K added.
  • The largest Citizens Financial Services seller in Q3 2024 was Fourthstone LLC, an estimated $606K sold.

Based on aggregated 13F filings for Q3 2024.