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Franklin Financial Services

33 hedge funds and large institutions have $33.7M invested in Franklin Financial Services in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

10% more capital invested

Capital invested by funds: $30.6M → $33.7M (+$3.15M)

10% more funds holding

Funds holding: 3033 (+3)

0.81% more ownership

Funds ownership: 24.58%25.39% (+0.81%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
13
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FL
1
Fourthstone LLC
Missouri
$13.3M +$45.8K +1,507 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.87M +$334K +11,000 +6%
BCM
3
Bridgeway Capital Management
Texas
$1.88M +$48.9K +1,608 +3%
BlackRock
4
BlackRock
New York
$1.48M -$33.5K -1,102 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.34M +$4.65K +153 +0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.31M +$102K +3,348 +8%
LCM
7
Logan Capital Management
Pennsylvania
$1.22M
EF
8
Empowered Funds
Pennsylvania
$954K +$48.9K +1,608 +5%
RC
9
RBF Capital
California
$904K
CCM
10
Cutler Capital Management
Massachusetts
$638K -$79.8K -2,625 -11%
American Century Companies
11
American Century Companies
Missouri
$599K
Renaissance Technologies
12
Renaissance Technologies
New York
$566K +$69.7K +2,294 +14%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$431K -$161K -5,283 -27%
State Street
14
State Street
Massachusetts
$395K
Stifel Financial
15
Stifel Financial
Missouri
$366K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$339K +$274 +9 +0.1%
RWM
17
RKL Wealth Management
Pennsylvania
$275K +$1K +33 +0.4%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$265K +$260K +8,541 +3,363%
Northern Trust
19
Northern Trust
Illinois
$249K -$1K -33 -0.4%
UBS Group
20
UBS Group
Switzerland
$230K +$205K +6,760 +761%
AllianceBernstein
21
AllianceBernstein
Tennessee
$229K +$231K +7,604 New
FMTCOCP
22
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$220K -$181K -5,969 -45%
Connor, Clark & Lunn Investment Management (CC&L)
23
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$205K +$207K +6,799 New
Morgan Stanley
24
Morgan Stanley
New York
$171K -$60.2K -1,982 -26%
Citigroup
25
Citigroup
New York
$115K +$44.2K +1,453 +62%

FRAF Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Financial Services (FRAF) for Q3 2024, worth a combined $33.7M — up 10% from $30.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FRAF positions and 1 closed out — a net gain of 3 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $334K. The largest seller was Farmers & Merchants Trust Co of Chambersburg PA, cutting an estimated $181K.

  • 33 institutional investors held Franklin Financial Services (FRAF) as of Q3 2024, up from 30 in Q2 2024.
  • Funds reported $33.7M of Franklin Financial Services stock for Q3 2024, up 10% quarter-over-quarter.
  • 4 funds opened new Franklin Financial Services positions in Q3 2024 and 1 closed out, a net change of +3 holders.
  • The largest Franklin Financial Services buyer in Q3 2024 was Vanguard Group, an estimated $334K added.
  • The largest Franklin Financial Services seller in Q3 2024 was Farmers & Merchants Trust Co of Chambersburg PA, an estimated $181K sold.

Based on aggregated 13F filings for Q3 2024.