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Franklin Financial Services

30 hedge funds and large institutions have $28.1M invested in Franklin Financial Services in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0.87% less ownership

Funds ownership: 25.39%24.52% (-0.87%)

6% less funds holding

Funds holding: 3230 (-2)

19% less capital invested

Capital invested by funds: $34.9M → $28.1M (-$6.78M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$11.4M +$14.9K +525 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.92M +$97.4K +3,436 +2%
BCM
3
Bridgeway Capital Management
Texas
$1.54M +$59.5K +2,100 +4%
BlackRock
4
BlackRock
New York
$1.28M -$19.8K -698 -1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.16M +$125K +4,404 +11%
LCM
6
Logan Capital Management
Pennsylvania
$1.06M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$913K
RC
8
RBF Capital
California
$786K
EF
9
Empowered Funds
Pennsylvania
$731K +$59.5K +2,100 +8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$706K +$764K +26,954 New
CCM
11
Cutler Capital Management
Massachusetts
$626K -$7.34K -259 -1%
American Century Companies
12
American Century Companies
Missouri
$521K
Morgan Stanley
13
Morgan Stanley
New York
$492K -$635K -22,413 -54%
Jane Street
14
Jane Street
New York
$421K +$455K +16,058 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$365K +$312 +11 +0.1%
Renaissance Technologies
16
Renaissance Technologies
New York
$346K -$19.8K -697 -5%
State Street
17
State Street
Massachusetts
$343K +$25.5K +900 +7%
Stifel Financial
18
Stifel Financial
Missouri
$318K +$26.8K +947 +8%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$275K -$59.5K -2,098 -17%
Millennium Management
20
Millennium Management
New York
$251K -$7.2K -254 -3%
FMTCOCP
21
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$241K -$921K -32,494 -78%
RWM
22
RKL Wealth Management
Pennsylvania
$238K +$992 +35 +0.4%
Citigroup
23
Citigroup
New York
$120K -$13.6K -479 -9%
Bank of America
24
Bank of America
North Carolina
$46.1K -$130K -4,586 -72%
UBS Group
25
UBS Group
Switzerland
$21.8K +$3.6K +127 +18%

FRAF Hedge Fund Activity: Q1 2024 in Review

30 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin Financial Services (FRAF) for Q1 2024, worth a combined $28.1M — down 19% from $34.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FRAF and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $764K. The largest seller was Farmers & Merchants Trust Co of Chambersburg PA, cutting an estimated $921K.

  • 30 institutional investors held Franklin Financial Services (FRAF) as of Q1 2024, down from 32 in Q4 2023.
  • Funds reported $28.1M of Franklin Financial Services stock for Q1 2024, down 19% quarter-over-quarter.
  • 2 funds opened new Franklin Financial Services positions in Q1 2024 and 4 closed out, a net change of -2 holders.
  • The largest Franklin Financial Services buyer in Q1 2024 was Susquehanna International Group, an estimated $764K added.
  • The largest Franklin Financial Services seller in Q1 2024 was Farmers & Merchants Trust Co of Chambersburg PA, an estimated $921K sold.

Based on aggregated 13F filings for Q1 2024.