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Citizens & Northern Corp

68 hedge funds and large institutions have $107M invested in Citizens & Northern Corp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

37% more capital invested

Capital invested by funds: $78.2M → $107M (+$29.2M)

11% more funds holding

Funds holding: 6168 (+7)

2.14% more ownership

Funds ownership: 29.21%31.35% (+2.1%)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
24
Reduced
23
Closed
3
Calls
$18K
Puts
Net Calls
+$18K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$458K +$353K +17,924 +720%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$441K +$454 +23 +0.1%
UBS Group
28
UBS Group
Switzerland
$397K +$160K +8,093 +84%
EWS
29
Evergreen Wealth Solutions
Pennsylvania
$375K +$454 +23 +0.1%
PTC
30
Philadelphia Trust Company
Pennsylvania
$370K -$42.3K -2,147 -12%
JP Morgan Chase
31
JP Morgan Chase
New York
$355K +$106K +5,363 +51%
EWA
32
Emergent Wealth Advisors
New York
$353K +$311K +15,750 New
TA
33
Teton Advisors
New York
$314K -$50.5K -2,560 -15%
AllianceBernstein
34
AllianceBernstein
Tennessee
$287K +$3.77K +191 +2%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$286K +$30.4K +1,543 +14%
LPL Financial
36
LPL Financial
California
$265K +$233K +11,825 New
SC
37
Savant Capital
Illinois
$246K +$3.08K +156 +1%
Invesco
38
Invesco
Georgia
$218K +$191K +9,706 New
FB
39
Fulton Bank
Pennsylvania
$213K +$187K +9,506 New
Citadel Advisors
40
Citadel Advisors
Florida
$207K +$182K +9,245 New
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$203K +$178K +9,052 New
SG Americas Securities
42
SG Americas Securities
New York
$183K +$27.8K +1,409 +21%
AIG
43
American International Group
New York
$167K -$611 -31 -0.4%
MIM
44
MetLife Investment Management
New Jersey
$152K -$36.9K -1,870 -22%
Deutsche Bank
45
Deutsche Bank
Germany
$152K -$98.6K -5,000 -42%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$126K +$31.6K +1,605 +40%
Wells Fargo
47
Wells Fargo
California
$113K +$18K +911 +22%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$93.4K +$32.4K +1,642 +65%
Lazard Asset Management
49
Lazard Asset Management
New York
$58K +$51.6K +2,619 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$55.2K -$16.5K -838 -25%

CZNC Hedge Fund Activity: Q4 2023 in Review

68 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Citizens & Northern Corp (CZNC) for Q4 2023, worth a combined $107M — up 37% from $78.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CZNC positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65M. The largest seller was Bank of New York Mellon, cutting an estimated $402K.

  • 68 institutional investors held Citizens & Northern Corp (CZNC) as of Q4 2023, up from 61 in Q3 2023.
  • Funds reported $107M of Citizens & Northern Corp stock for Q4 2023, up 37% quarter-over-quarter.
  • 10 funds opened new Citizens & Northern Corp positions in Q4 2023 and 3 closed out, a net change of +7 holders.
  • The largest Citizens & Northern Corp buyer in Q4 2023 was BlackRock, an estimated $1.65M added.
  • The largest Citizens & Northern Corp seller in Q4 2023 was Bank of New York Mellon, an estimated $402K sold.

Based on aggregated 13F filings for Q4 2023.