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.
92% more capital inflows, than outflows
Capital inflows: $3.51M | Capital outflows: $1.83M
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
4% more funds holding
Funds holding: 56 → 58 (+2)
0.6% more ownership
Funds ownership: 23.36% → 23.96% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$647K |
| 2 |
Morgan Stanley
New York
|
+$359K |
| 3 |
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
+$331K |
| 4 |
Goldman Sachs
New York
|
+$291K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$237K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
-$606K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$389K |
| 3 |
LPL Financial
San Diego,
California
|
-$255K |
| 4 |
Bank of New York Mellon
New York
|
-$193K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$117K |
CZFS Hedge Fund Activity: Q3 2024 in Review
58 of the 6,985 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.