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Citizens & Northern Corp
CZNC

65 hedge funds and large institutions have $89.7M invested in Citizens & Northern Corp in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 31.35% → 31.07% (-0.28%)

4% less funds holding

Funds holding: 68 → 65 (-3)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

16% less capital invested

Capital invested by funds: $107M → $89.7M (-$17.7M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
19
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SHIM
Stone House Investment Management
Pennsylvania
+$1.49M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$901K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$343K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$261K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$242K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$882K
2
BlackRock
BlackRock
New York
-$766K
3
IWA
IVC Wealth Advisors
Pennsylvania
-$494K
4
EWA
Emergent Wealth Advisors
New York
-$353K
5
LPL Financial
LPL Financial
California
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
26
GSA Capital Partners
United Kingdom
$413K +$1.34K +69 +0.3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$379K +$10.1K +524 +3%
Invesco
28
Invesco
Georgia
$349K +$172K +8,894 +92%
EWS
29
Evergreen Wealth Solutions
Pennsylvania
$315K +$465 +24 +0.1%
PTC
30
Philadelphia Trust Company
Pennsylvania
$310K – – –
UBS Group
31
UBS Group
Switzerland
$304K -$29.1K -1,503 -8%
Bank of America
32
Bank of America
North Carolina
$293K -$191K -9,877 -39%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$287K -$130K -6,700 -31%
TA
34
Teton Advisors
New York
$263K – – –
AllianceBernstein
35
AllianceBernstein
Tennessee
$236K -$4.65K -240 -2%
Squarepoint
36
Squarepoint
New York
$212K +$218K +11,281 New
Osaic Holdings
37
Osaic Holdings
Arizona
$197K +$193K +9,981 +1,901%
Barclays
38
Barclays
United Kingdom
$193K -$196K -10,139 -50%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$171K -$69.8K -3,605 -28%
Deutsche Bank
40
Deutsche Bank
Germany
$148K +$21.2K +1,094 +16%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$143K +$66.6K +3,440 +83%
AIG
42
American International Group
New York
$138K -$1.2K -62 -0.8%
MIM
43
MetLife Investment Management
New Jersey
$127K – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$124K +$132K +6,837 New
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$105K – – –
Wells Fargo
46
Wells Fargo
California
$99.3K +$4.97K +257 +5%
Citigroup
47
Citigroup
New York
$60.6K +$15.5K +801 +33%
EA
48
Emerald Advisers
Pennsylvania
$43.2K – – –
DJSG
49
D.J. St. Germain
Massachusetts
$34.3K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$29.1K – – –
1
2
3

CZNC Hedge Fund Activity: Q1 2024 in Review

65 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Citizens & Northern Corp (CZNC) for Q1 2024, worth a combined $89.7M — down 16% from $107M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of CZNC and 7 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was Stone House Investment Management, opening a new position worth an estimated $1.49M. The largest seller was Morgan Stanley, cutting an estimated $882K.

  • 65 institutional investors held Citizens & Northern Corp (CZNC) as of Q1 2024, down from 68 in Q4 2023.
  • Funds reported $89.7M of Citizens & Northern Corp stock for Q1 2024, down 16% quarter-over-quarter.
  • 7 funds opened new Citizens & Northern Corp positions in Q1 2024 and 10 closed out, a net change of -3 holders.
  • The largest Citizens & Northern Corp buyer in Q1 2024 was Stone House Investment Management, an estimated $1.49M added.
  • The largest Citizens & Northern Corp seller in Q1 2024 was Morgan Stanley, an estimated $882K sold.

Based on aggregated 13F filings for Q1 2024.