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Citizens Financial Services

66 hedge funds and large institutions have $78.5M invested in Citizens Financial Services in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 6

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $67M → $78.5M (+$11.5M)

14% more funds holding

Funds holding: 5866 (+8)

2.12% more ownership

Funds ownership: 24.2%26.32% (+2.1%)

Holders
66
Holders Change
+8
Holders Change %
+13.79%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$20.5M +$324K +5,087 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.1M +$31K +486 +0.2%
CNC
3
Citizens & Northern Corp
Pennsylvania
$7.34M +$1.72M +26,960 +30%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.5M +$16.5K +259 +0.3%
State Street
5
State Street
Massachusetts
$5.65M +$1.1M +17,279 +24%
HI
6
Hudock Inc
Pennsylvania
$2.57M -$37K -580 -1%
Northern Trust
7
Northern Trust
Illinois
$2.56M +$51.9K +814 +2%
Charles Schwab
8
Charles Schwab
California
$2.31M +$120K +1,877 +5%
American Century Companies
9
American Century Companies
Missouri
$1.41M +$855K +13,413 +148%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.05M +$599K +9,397 +128%
DLP
11
De Lisle Partners
United Kingdom
$1.02M +$45.1K +707 +5%
Goldman Sachs
12
Goldman Sachs
New York
$888K +$202K +3,176 +29%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$856K -$414K -6,499 -32%
Morgan Stanley
14
Morgan Stanley
New York
$831K -$101K -1,582 -11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$743K +$376K +5,898 +99%
GLA
16
Great Lakes Advisors
Illinois
$694K +$319 +5 +0%
WAM
17
Weatherly Asset Management
California
$617K
Invesco
18
Invesco
Georgia
$593K +$7.97K +125 +1%
N
19
Nuveen
North Carolina
$589K +$76.7K +1,203 +15%
MA
20
Minerva Advisors
Pennsylvania
$494K
Wells Fargo
21
Wells Fargo
California
$432K +$284K +4,457 +183%
Barclays
22
Barclays
United Kingdom
$432K +$57.8K +907 +15%
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$413K
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$350K +$10.1K +158 +3%
TI
25
Trexquant Investment
Connecticut
$338K +$344K +5,393 New

CZFS Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Services (CZFS) for Q4 2024, worth a combined $78.5M — up 17% from $67M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CZFS positions and 4 closed out — a net gain of 8 holders — while 31 added to existing stakes and 6 trimmed.

The largest buyer was Citizens & Northern Corp, adding an estimated $1.72M. The largest seller was Bank of New York Mellon, cutting an estimated $414K.

  • 66 institutional investors held Citizens Financial Services (CZFS) as of Q4 2024, up from 58 in Q3 2024.
  • Funds reported $78.5M of Citizens Financial Services stock for Q4 2024, up 17% quarter-over-quarter.
  • 12 funds opened new Citizens Financial Services positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest Citizens Financial Services buyer in Q4 2024 was Citizens & Northern Corp, an estimated $1.72M added.
  • The largest Citizens Financial Services seller in Q4 2024 was Bank of New York Mellon, an estimated $414K sold.

Based on aggregated 13F filings for Q4 2024.