Franklin Financial Services
FRAF
33 hedge funds and large institutions have $32.3M invested in Franklin Financial Services in 2022 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.
14% more capital invested
Capital invested by funds: $28.3M → $32.3M (+$3.98M)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0.47% more ownership
Funds ownership: 20.45% → 20.92% (+0.47%)
3% less funds holding
Funds holding: 34 → 33 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$1.27M |
| 2 |
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
+$121K |
| 3 |
Morgan Stanley
New York
|
+$37.9K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
+$10.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
RKL Wealth Management
Lancaster,
Pennsylvania
|
-$392K |
| 2 |
Millennium Management
New York
|
-$211K |
| 3 |
HF
HRT Financial
New York
|
-$147K |
| 4 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$28.5K |
| 5 |
BlackRock
New York
|
-$9.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $63K | +$158 | +5 | +0.3% |
|
|
27
UBS Group
Zurich,
Switzerland
| $39.9K | +$10.6K | +334 | +43% |
|
28
Osaic Holdings
Scottsdale,
Arizona
| $13K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $4.58K | -$32 | -1 | -0.8% |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.08K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $1.01K | – | – | – |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| $1K | -$3.39K | -107 | -84% |
|
33
Dimensional Fund Advisors
Austin,
Texas
| $844 | +$9.09K | +287 | +1% |
|
|
RWM
34
RKL Wealth Management
Lancaster,
Pennsylvania
| – | -$392K | -12,422 | Closed |
|
FRAF Hedge Fund Activity: Q4 2022 in Review
33 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Financial Services (FRAF) for Q4 2022, worth a combined $32.3M — up 14% from $28.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of FRAF and 0 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.
The largest buyer was Fourthstone LLC, adding an estimated $1.27M. The largest seller was RKL Wealth Management, exiting entirely with an estimated $392K sold.
- 33 institutional investors held Franklin Financial Services (FRAF) as of Q4 2022, down from 34 in Q3 2022.
- Funds reported $32.3M of Franklin Financial Services stock for Q4 2022, up 14% quarter-over-quarter.
- 0 funds opened new Franklin Financial Services positions in Q4 2022 and 1 closed out, a net change of -1 holder.
- The largest Franklin Financial Services buyer in Q4 2022 was Fourthstone LLC, an estimated $1.27M added.
- The largest Franklin Financial Services seller in Q4 2022 was RKL Wealth Management, an estimated $392K sold.
Based on aggregated 13F filings for Q4 2022.