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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
BlackRock
1
BlackRock
New York
$20.8M -$766K -39,562 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.9M +$261K +13,488 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.1M +$242K +12,487 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$6.27M +$343K +17,693 +6%
CNC
5
Citizens & Northern Corp
Pennsylvania
$5.78M -$6.43K -332 -0.1%
State Street
6
State Street
Massachusetts
$5.74M +$21.1K +1,092 +0.4%
Northern Trust
7
Northern Trust
Illinois
$2.54M -$26.3K -1,361 -1%
PCM
8
Pennsylvania Capital Management
Pennsylvania
$2.35M
IWA
9
IVC Wealth Advisors
Pennsylvania
$2M -$494K -25,515 -19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.78M -$115K -5,933 -6%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$1.65M -$10.8K -560 -0.6%
SHIM
12
Stone House Investment Management
Pennsylvania
$1.45M +$1.49M +77,064 New
Renaissance Technologies
13
Renaissance Technologies
New York
$1.17M -$79.4K -4,100 -6%
LCM
14
Logan Capital Management
Pennsylvania
$1.13M
QEI
15
QSV Equity Investors
Illinois
$972K +$1.9K +98 +0.2%
Stifel Financial
16
Stifel Financial
Missouri
$921K +$155 +8 +0%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$874K +$901K +46,554 New
CAN
18
Cetera Advisor Networks
California
$824K -$19 -1 -0%
MA
19
Minerva Advisors
Pennsylvania
$798K
Charles Schwab
20
Charles Schwab
California
$745K -$17.4K -900 -2%
HI
21
Hudock Inc
Pennsylvania
$682K -$13.8K -713 -2%
N
22
Nuveen
North Carolina
$667K
JP Morgan Chase
23
JP Morgan Chase
New York
$516K +$226K +11,667 +74%
Morgan Stanley
24
Morgan Stanley
New York
$496K -$882K -45,588 -63%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$432K +$6.25K +323 +1%

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.