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Franklin Financial Services

32 hedge funds and large institutions have $29.1M invested in Franklin Financial Services in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.35% more ownership

Funds ownership: 20.92%22.27% (+1.4%)

3% less funds holding

Funds holding: 3332 (-1)

10% less capital invested

Capital invested by funds: $32.3M → $29.1M (-$3.25M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
9
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$12M +$3.06M +93,356 +30%
BFC
2
Banc Funds Company
Illinois
$2.12M -$439K -13,400 -16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.69M -$5.28K -161 -0.3%
BCM
4
Bridgeway Capital Management
Texas
$1.53M -$37.4K -1,140 -2%
LCM
5
Logan Capital Management
Pennsylvania
$1.2M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.15M
BlackRock
7
BlackRock
New York
$1.08M -$10.3K -313 -0.8%
CCM
8
Cutler Capital Management
Massachusetts
$979K -$8.79K -268 -0.8%
GIM
9
Greenwich Investment Management
Connecticut
$914K -$235K -7,178 -19%
RC
10
RBF Capital
California
$889K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$741K +$53K +1,617 +7%
Morgan Stanley
12
Morgan Stanley
New York
$613K -$30.3K -924 -4%
American Century Companies
13
American Century Companies
Missouri
$596K +$3.94K +120 +0.6%
Millennium Management
14
Millennium Management
New York
$551K -$13.6K -416 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$434K -$200K -6,097 -29%
BCM
16
BHZ Capital Management
California
$392K +$2.33K +71 +0.5%
State Street
17
State Street
Massachusetts
$364K
FMTCOCP
18
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$338K +$246K +7,506 +192%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$334K +$370K +11,276 New
Stifel Financial
20
Stifel Financial
Missouri
$332K
Northern Trust
21
Northern Trust
Illinois
$226K -$7.97K -243 -3%
SV
22
Stilwell Value
New York
$133K
FCB
23
First Command Bank
Texas
$123K
FCFS
24
First Command Financial Services
Texas
$123K
ST
25
Sageworth Trust
Pennsylvania
$59.3K

FRAF Hedge Fund Activity: Q1 2023 in Review

32 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin Financial Services (FRAF) for Q1 2023, worth a combined $29.1M — down 10% from $32.3M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of FRAF and 1 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 9 added.

The largest buyer was Fourthstone LLC, adding an estimated $3.06M. The largest seller was HRT Financial, exiting entirely with an estimated $553K sold.

  • 32 institutional investors held Franklin Financial Services (FRAF) as of Q1 2023, down from 33 in Q4 2022.
  • Funds reported $29.1M of Franklin Financial Services stock for Q1 2023, down 10% quarter-over-quarter.
  • 1 fund opened new Franklin Financial Services positions in Q1 2023 and 2 closed out, a net change of -1 holder.
  • The largest Franklin Financial Services buyer in Q1 2023 was Fourthstone LLC, an estimated $3.06M added.
  • The largest Franklin Financial Services seller in Q1 2023 was HRT Financial, an estimated $553K sold.

Based on aggregated 13F filings for Q1 2023.