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Citizens & Northern Corp

61 hedge funds and large institutions have $78.2M invested in Citizens & Northern Corp in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

5% more funds holding

Funds holding: 5861 (+3)

0.04% more ownership

Funds ownership: 29.17%29.21% (+0.04%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

10% less capital invested

Capital invested by funds: $86.5M → $78.2M (-$8.25M)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
19
Reduced
21
Closed
3
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.7M -$562K -29,070 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.4M +$27.5K +1,422 +0.2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.01M +$414K +21,413 +4%
CNC
4
Citizens & Northern Corp
Pennsylvania
$5.59M -$4.58K -237 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.39M +$281K +14,527 +5%
State Street
6
State Street
Massachusetts
$5.29M -$95.7K -4,945 -2%
IWA
7
IVC Wealth Advisors
Pennsylvania
$2.41M -$24.1K -1,245 -0.9%
Northern Trust
8
Northern Trust
Illinois
$2.21M +$4.43K +229 +0.2%
PCM
9
Pennsylvania Capital Management
Pennsylvania
$2.2M -$43.1K -2,230 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.12M +$6.19K +320 +0.3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.55M
Renaissance Technologies
12
Renaissance Technologies
New York
$1.2M -$67.7K -3,500 -5%
LCM
13
Logan Capital Management
Pennsylvania
$1.06M
Stifel Financial
14
Stifel Financial
Missouri
$866K +$10.7K +552 +1%
CAN
15
Cetera Advisor Networks
California
$770K
MA
16
Minerva Advisors
Pennsylvania
$753K
Charles Schwab
17
Charles Schwab
California
$712K
HI
18
Hudock Inc
Pennsylvania
$653K +$464 +24 +0.1%
N
19
Nuveen
North Carolina
$452K -$194K -10,048 -28%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$415K -$19.9K -1,029 -4%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$401K -$368 -19 -0.1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$344K +$95.1K +4,914 +33%
PTC
23
Philadelphia Trust Company
Pennsylvania
$327K
Bank of America
24
Bank of America
North Carolina
$314K +$45.2K +2,337 +15%
EWS
25
Evergreen Wealth Solutions
Pennsylvania
$293K +$95.1K +4,914 +42%

CZNC Hedge Fund Activity: Q3 2023 in Review

61 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Citizens & Northern Corp (CZNC) for Q3 2023, worth a combined $78.2M — down 9.5% from $86.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CZNC positions and 3 closed out — a net gain of 3 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $414K. The largest seller was BlackRock, cutting an estimated $562K.

  • 61 institutional investors held Citizens & Northern Corp (CZNC) as of Q3 2023, up from 58 in Q2 2023.
  • Funds reported $78.2M of Citizens & Northern Corp stock for Q3 2023, down 9.5% quarter-over-quarter.
  • 6 funds opened new Citizens & Northern Corp positions in Q3 2023 and 3 closed out, a net change of +3 holders.
  • The largest Citizens & Northern Corp buyer in Q3 2023 was Dimensional Fund Advisors, an estimated $414K added.
  • The largest Citizens & Northern Corp seller in Q3 2023 was BlackRock, an estimated $562K sold.

Based on aggregated 13F filings for Q3 2023.