undamentalytics Newsletter

Citizens, Inc.: which funds bought and sold

Institutions that bought and sold Citizens shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 39 institutions that filed 13F reports for both quarters added to or opened positions in Citizens, and 22 cut or closed them. Together they added a net 1.8M shares, +12.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 625K shares (+40.9%); index fund managers were net buyers of 516K shares (+6.5%). 7 opened a new position and 4 sold out entirely.

Bought, Q2 2026 39 institutions, 7 of them new holders Sold, Q2 2026 22 institutions, 4 of them sold out
Net change, all compared +1.8M shares (+12.4%)
Net change, active managers +625K shares (+40.9%), 6 bought, 3 sold

Buyers versus sellers

institutions compared, 78
Active managers and hedge funds 6 bought · 3 sold · +625K
Index fund managers 8 bought · 1 sold · +516K
Other institutions 25 bought · 18 sold · +618K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +585K +100.4% 1.2M $6.7M
UBS Group AG +542K +83.9% 1.2M $6.8M
Blackrock, Inc. Index funds +311K +9.5% 3.6M $20.5M
Continental General Insurance Co +96K +3.8% 2.6M $15.2M
Geode Capital Management, LLC Index funds +68K +6.5% 1.1M $6.4M
Vanguard Portfolio Management LLC Index funds +47K +18.2% 308K $1.8M
Merit Financial Group, LLC +43K New position 43K $246,085
Northern Trust Corp Index funds +33K +9.6% 378K $2.2M
Vanguard Capital Management LLC Index funds +30K +1.5% 2.0M $11.4M
Russell Investments Group, Ltd. +22K +582.8% 26K $151,277
Wells Fargo & Company +21K +125.3% 39K $221,001
Price T Rowe Associates Inc Active manager +19K +25.9% 91K $520,000
Bridgeway Capital Management, LLC Active manager +18K +3.7% 513K $2.9M
Empowered Funds, LLC +18K +7.7% 257K $1.5M
Gsa Capital Partners LLP +18K +126.3% 32K $186,000
Occudo Quantitative Strategies LP +18K New position 18K $103,079
Vanguard Fiduciary Trust Co Index funds +16K +5.5% 305K $1.7M
Citigroup Inc +16K +273.9% 21K $121,636
Squarepoint Ops LLC Hedge fund +13K +25.0% 66K $381,457
Bank Of New York Mellon Corp +12K +10.4% 125K $717,213

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Barclays PLC −95K −67.5% 46K $263,128
Goldman Sachs Group Inc −57K −42.2% 77K $444,442
Susquehanna International Group, LLP −16K Sold out 0 —
Hightower Advisors, LLC −13K −17.7% 63K $358,750
Renaissance Technologies LLC Hedge fund −10K −5.9% 162K $932,142
Deutsche Bank Ag\ −8,114 −17.2% 39K $224,026
Bank Of America Corp −7,513 −17.7% 35K $200,280
Morgan Stanley −5,070 −21.1% 19K $108,888
Invesco Ltd. −4,651 −14.8% 27K $153,734
BNP Paribas Financial Markets −3,226 −33.1% 6,512 $37,379
Tower Research Capital LLC (TRC) −2,115 −25.0% 6,344 $36,415
California State Teachers Retirement System −1,814 −74.1% 633 $3,633
O'Shaughnessy Asset Management, LLC Active manager −1,702 −13.9% 11K $60,391
Mai Capital Management −1,160 Sold out 0 —
Manufacturers Life Insurance Company, The −1,026 −8.9% 10K $59,914
State Street Corp Index funds −752 −0.1% 668K $3.8M
Intech Investment Management LLC Active manager −690 −5.9% 11K $63,502
Sterling Capital Management LLC −570 −38.1% 927 $5,321
Rockefeller Capital Management L.P. −418 −52.7% 375 $2,153
Mirae Asset Global Etfs Holdings Ltd. −342 −1.6% 21K $121,527

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Susquehanna International Group, LLP 16K $80,057
Mai Capital Management 1,160 $5,835
Gamma Investing LLC 65 $327
Root Financial Partners, LLC 3 $15

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
75
Ten largest holders
85.1%
of 13F-reported shares
Index fund managers
53.4%
of 13F-reported shares
Active managers and hedge funds
13.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 6 3 0 0 +625K +40.9%
Index fund managers 8 1 0 0 +516K +6.5%
Other institutions 25 18 7 4 +618K +13.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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