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Citizens & Northern Corp

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: 6865 (-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: 20 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$28.2K -$18.5K -957 -39%
Legal & General Group
52
Legal & General Group
United Kingdom
$23.3K
Nisa Investment Advisors
53
Nisa Investment Advisors
Missouri
$18.2K
Canada Life
54
Canada Life
Manitoba, Canada
$16K -$1.03K -53 -6%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$15.2K
SSB
56
Sandy Spring Bank
Maryland
$14.7K
AB
57
Amalgamated Bank
New York
$10K -$15.7K -811 -60%
TRCT
58
Tower Research Capital (TRC)
New York
$8.23K -$5.48K -283 -39%
FIM
59
Fernwood Investment Management
Massachusetts
$7.66K +$7.9K +408 New
HI
60
Harbour Investments
Wisconsin
$5.63K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$4.94K +$968 +50 +23%
AWM
62
Avior Wealth Management
Nebraska
$37 +$39 +2 New
EWA
63
Emergent Wealth Advisors
New York
-$353K -15,750 Closed
LPL Financial
64
LPL Financial
California
-$265K -11,825 Closed
SC
65
Savant Capital
Illinois
-$246K -10,949 Closed
FB
66
Fulton Bank
Pennsylvania
-$213K -9,506 Closed
Citadel Advisors
67
Citadel Advisors
Florida
-$207K -9,245 Closed
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
-$203K -9,052 Closed
SG Americas Securities
69
SG Americas Securities
New York
-$183K -8,150 Closed
Lazard Asset Management
70
Lazard Asset Management
New York
-$58K -2,619 Closed
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
-$1.95K -87 Closed
GI
72
GAMMA Investing
California
-$264 -13 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
+$39 +2 New
C
74
Covestor
United Kingdom
+$290 +15 +1,500%

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.