Franklin Financial Services
FRAF
36 hedge funds and large institutions have $29.5M invested in Franklin Financial Services in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 3 closing their positions.
5% more capital invested
Capital invested by funds: $28.1M → $29.5M (+$1.46M)
0.18% more ownership
Funds ownership: 19.16% → 19.34% (+0.18%)
0% more funds holding
Funds holding: 36 → 36 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
+$507K |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$415K |
| 3 |
SV
Stilwell Value
New York
|
+$152K |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$117K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
+$64.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PU
Petiole USA
New York
|
-$457K |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$202K |
| 3 |
E
Ergoteles
New York
|
-$73.8K |
| 4 |
Millennium Management
New York
|
-$41K |
| 5 |
BlackRock
New York
|
-$37.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCFS
26
First Command Financial Services
Fort Worth,
Texas
| $280K | – | – | – |
|
27
Northern Trust
Chicago,
Illinois
| $279K | – | – | – |
|
|
SV
28
Stilwell Value
New York
| $152K | +$152K | +4,500 | New |
|
|
ST
29
Sageworth Trust
Lancaster,
Pennsylvania
| $67K | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $66K | -$1.05K | -31 | -2% |
|
31
UBS Group
Zurich,
Switzerland
| $31K | +$3.21K | +95 | +12% |
|
32
JP Morgan Chase
New York
| $21K | -$4.6K | -136 | -18% |
|
33
Fidelity Investments
Boston,
Massachusetts
| $7K | +$7.03K | +208 | New |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| $2K | -$8.72K | -258 | -81% |
|
35
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | – | – | – |
|
36
Wells Fargo
San Francisco,
California
| $1K | – | – | – |
|
|
PU
37
Petiole USA
New York
| – | -$457K | -13,820 | Closed |
|
|
38
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$202K | -6,094 | Closed |
|
39
Optiver Holding
Amsterdam,
Netherlands
| – | -$11K | -342 | Closed |
|
FRAF Hedge Fund Activity: Q1 2022 in Review
36 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Financial Services (FRAF) for Q1 2022, worth a combined $29.5M — up 5.2% from $28.1M a quarter earlier.
Fund positioning in FRAF was balanced in Q1 2022: 3 funds opened new positions, 3 closed out, 10 added to existing stakes and 10 trimmed.
The largest buyer was RKL Wealth Management, opening a new position worth an estimated $507K. The largest seller was Petiole USA, exiting entirely with an estimated $457K sold.
- 36 institutional investors held Franklin Financial Services (FRAF) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $29.5M of Franklin Financial Services stock for Q1 2022, up 5.2% quarter-over-quarter.
- 3 funds opened new Franklin Financial Services positions in Q1 2022 and 3 closed out, a net change of 0 holders.
- The largest Franklin Financial Services buyer in Q1 2022 was RKL Wealth Management, an estimated $507K added.
- The largest Franklin Financial Services seller in Q1 2022 was Petiole USA, an estimated $457K sold.
Based on aggregated 13F filings for Q1 2022.