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Franklin Financial Services
FRAF

36 hedge funds and large institutions have $28.1M invested in Franklin Financial Services in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $25.1M → $28.1M (+$2.92M)

1.34% more ownership

Funds ownership: 17.82% → 19.16% (+1.3%)

5% less funds holding

Funds holding: 38 → 36 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$515K
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$198K
3
American Century Companies
American Century Companies
Missouri
+$107K
4
Morgan Stanley
Morgan Stanley
New York
+$74.2K
5
BlackRock
BlackRock
New York
+$34.2K

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$280K
2
HF
HRT Financial
New York
-$222K
3
E
Ergoteles
New York
-$83.9K
4
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$23.6K
5
Barclays
Barclays
United Kingdom
-$21K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
26
First Command Bank
Texas
$264K – – –
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$202K +$198K +6,094 New
Bank of America
28
Bank of America
North Carolina
$66K -$2.05K -63 -3%
ST
29
Sageworth Trust
Pennsylvania
$66K – – –
UBS Group
30
UBS Group
Switzerland
$27K -$11.2K -343 -30%
JP Morgan Chase
31
JP Morgan Chase
New York
$26K +$98 +3 +0.4%
Optiver Holding
32
Optiver Holding
Netherlands
$11K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$11K – – –
TRCT
34
Tower Research Capital (TRC)
New York
$10K +$10.4K +320 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$1K – – –
Wells Fargo
36
Wells Fargo
California
$1K +$33 +1 +4%
Bank of New York Mellon
37
Bank of New York Mellon
New York
– -$280K -8,804 Closed
HF
38
HRT Financial
New York
– -$222K -6,891 Closed
Barclays
39
Barclays
United Kingdom
– -$21K -659 Closed
OSAM
40
O'Shaughnessy Asset Management
Connecticut
– -$14K -454 Closed
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
– -$2.46K -76 Closed
1
2

FRAF Hedge Fund Activity: Q4 2021 in Review

36 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Financial Services (FRAF) for Q4 2021, worth a combined $28.1M — up 12% from $25.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FRAF and 4 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 10 added.

The largest buyer was Fourthstone LLC, adding an estimated $515K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $280K sold.

  • 36 institutional investors held Franklin Financial Services (FRAF) as of Q4 2021, down from 38 in Q3 2021.
  • Funds reported $28.1M of Franklin Financial Services stock for Q4 2021, up 12% quarter-over-quarter.
  • 4 funds opened new Franklin Financial Services positions in Q4 2021 and 6 closed out, a net change of -2 holders.
  • The largest Franklin Financial Services buyer in Q4 2021 was Fourthstone LLC, an estimated $515K added.
  • The largest Franklin Financial Services seller in Q4 2021 was Bank of New York Mellon, an estimated $280K sold.

Based on aggregated 13F filings for Q4 2021.