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Franklin Financial Services
FRAF

40 hedge funds and large institutions have $25M invested in Franklin Financial Services in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

28% more capital invested

Capital invested by funds: $19.5M → $25M (+$5.5M)

0.26% more ownership

Funds ownership: 20.92% → 21.18% (+0.26%)

7% less funds holding

Funds holding: 43 → 40 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$347K
2
BFC
Banc Funds Company
Illinois
+$289K
3
State Street
State Street
Massachusetts
+$282K
4
JP Morgan Chase
JP Morgan Chase
New York
+$249K
5
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
+$122K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$462K
2
MAM
Martingale Asset Management
Massachusetts
-$304K
3
CCM
Cutler Capital Management
Massachusetts
-$75.5K
4
TRCT
Tower Research Capital (TRC)
New York
-$71.1K
5
EWM
Endurance Wealth Management
Rhode Island
-$62K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$79K +$22.4K +874 +42%
TRCT
27
Tower Research Capital (TRC)
New York
$69K -$71.1K -2,771 -52%
ST
28
Sageworth Trust
Pennsylvania
$54K +$51.3K +2,000 New
UBS Group
29
UBS Group
Switzerland
$32K +$8.75K +341 +41%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$30.8K +$2.69K +105 +10%
SO
31
STRS Ohio
Ohio
$29K – – –
VFA
32
Valeo Financial Advisors
Indiana
$24K – – –
Citigroup
33
Citigroup
New York
$23K +$16.7K +650 +327%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$17K +$11.2K +435 +228%
AIP
35
Ameritas Investment Partners
Nebraska
$10K – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$10K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$8K -$51 -2 -0.6%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$3K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1K – – –
AIG
40
American International Group
New York
$66 -$1.13K -44 -2%
MI
41
M3F Inc
Utah
– -$462K -21,608 Closed
MAM
42
Martingale Asset Management
Massachusetts
– -$304K -14,208 Closed
EWM
43
Endurance Wealth Management
Rhode Island
– -$62K -2,901 Closed
MAM
44
Meeder Asset Management
Ohio
– -$2K -95 Closed
1
2

FRAF Hedge Fund Activity: Q4 2020 in Review

40 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin Financial Services (FRAF) for Q4 2020, worth a combined $25M — up 28% from $19.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FRAF and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 17 added.

The largest buyer was BlackRock, adding an estimated $347K. The largest seller was M3F Inc, exiting entirely with an estimated $462K sold.

  • 40 institutional investors held Franklin Financial Services (FRAF) as of Q4 2020, down from 43 in Q3 2020.
  • Funds reported $25M of Franklin Financial Services stock for Q4 2020, up 28% quarter-over-quarter.
  • 1 fund opened new Franklin Financial Services positions in Q4 2020 and 4 closed out, a net change of -3 holders.
  • The largest Franklin Financial Services buyer in Q4 2020 was BlackRock, an estimated $347K added.
  • The largest Franklin Financial Services seller in Q4 2020 was M3F Inc, an estimated $462K sold.

Based on aggregated 13F filings for Q4 2020.