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Franklin Financial Services

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.

New
Increased
Maintained
Reduced
Closed

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: 3433 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
10
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$11.3M +$1.27M +40,136 +15%
BFC
2
Banc Funds Company
Illinois
$3.06M
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.06M +$2.85K +90 +0.2%
BCM
4
Bridgeway Capital Management
Texas
$1.9M
LCM
5
Logan Capital Management
Pennsylvania
$1.46M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.4M -$2.85K -90 -0.2%
GIM
7
Greenwich Investment Management
Connecticut
$1.37M -$28.5K -899 -2%
BlackRock
8
BlackRock
New York
$1.33M -$9.78K -309 -0.8%
CCM
9
Cutler Capital Management
Massachusetts
$1.2M +$1.01K +32 +0.1%
RC
10
RBF Capital
California
$1.08M
Morgan Stanley
11
Morgan Stanley
New York
$780K +$37.9K +1,197 +6%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$748K +$475 +15 +0.1%
American Century Companies
13
American Century Companies
Missouri
$713K
Millennium Management
14
Millennium Management
New York
$687K -$211K -6,670 -26%
HF
15
HRT Financial
New York
$553K -$147K -4,648 -23%
BCM
16
BHZ Capital Management
California
$475K +$10.6K +335 +3%
State Street
17
State Street
Massachusetts
$444K
Stifel Financial
18
Stifel Financial
Missouri
$404K
Northern Trust
19
Northern Trust
Illinois
$284K -$2.69K -85 -1%
SFI
20
Susquehanna Fundamental Investments
Pennsylvania
$245K -$6.4K -202 -3%
SV
21
Stilwell Value
New York
$162K
FCB
22
First Command Bank
Texas
$150K
FCFS
23
First Command Financial Services
Texas
$150K
FMTCOCP
24
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$141K +$121K +3,812 +4,189%
ST
25
Sageworth Trust
Pennsylvania
$72K

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.