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Broadstone Net Lease
BNL

278 hedge funds and large institutions have $2.68B invested in Broadstone Net Lease in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 106 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $2.95M | Put options by funds: $962K

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

28% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 83

24% more capital invested

Capital invested by funds: $2.17B → $2.68B (+$510M)

6% more funds holding

Funds holding: 263 → 278 (+15)

2.13% more ownership

Funds ownership: 80.84% → 82.97% (+2.1%)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.05%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
49
Increased
106
Reduced
83
Closed
30
Calls
$2.95M
Puts
$962K
Net Calls
+$1.99M
Net Calls Change
+$1.29M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$21.2M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$18.8M
3
Millennium Management
Millennium Management
New York
+$17.5M
4
Morgan Stanley
Morgan Stanley
New York
+$15.6M
5
Cohen & Steers
Cohen & Steers
New York
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$55.6M
2
CIM
Centersquare Investment Management
Pennsylvania
-$34.9M
3
Prudential Financial
Prudential Financial
New Jersey
-$13.4M
4
RGREA
Ranger Global Real Estate Advisors
Colorado
-$11.4M
5
Goldman Sachs
Goldman Sachs
New York
-$6M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
226
Klingman & Associates
New York
$246K -$2.36K -153 -1%
CIM
227
Cambria Investment Management
California
$242K – – –
TW
228
Traveka Wealth
California
$237K +$212K +13,772 New
SFP
229
Shepherd Financial Partners
Massachusetts
$233K +$208K +13,513 New
QCM
230
QRG Capital Management
Illinois
$232K +$208K +13,475 New
Verition Fund Management
231
Verition Fund Management
Connecticut
$229K +$205K +13,301 New
VPIM
232
Vanguard Personalized Indexing Management
California
$229K -$2.41K -156 -1%
Man Group
233
Man Group
United Kingdom
$225K +$201K +13,043 New
HIMC
234
Heritage Investors Management Corp
Maryland
$215K – – –
Lazard Asset Management
235
Lazard Asset Management
New York
$215K +$163K +10,556 +538%
MGP
236
Metis Global Partners
California
$212K +$20.9K +1,356 +12%
TPWA
237
TRUE Private Wealth Advisors
Oregon
$211K – – –
MCWS
238
McKinley Carter Wealth Services
West Virginia
$206K – – –
RP
239
Rowlandmiller & Partners
Georgia
$205K – – –
PPW
240
Pasadena Private Wealth
California
$205K +$183K +11,881 New
X
241
Xponance
Pennsylvania
$197K +$4.17K +270 +2%
PP
242
Pegasus Partners
Wisconsin
$195K – – –
Stifel Financial
243
Stifel Financial
Missouri
$188K +$12.5K +810 +8%
QWP
244
Quotient Wealth Partners
Texas
$186K +$167K +10,801 New
USCWA
245
U.S. Capital Wealth Advisors
Texas
$181K -$77.1K -5,000 -32%
Bessemer Group
246
Bessemer Group
New Jersey
$172K – – –
C
247
Covestor
United Kingdom
$150K +$55.1K +3,570 +69%
SOW
248
State of Wyoming
Wyoming
$112K +$64.4K +4,175 +181%
Comerica Bank
249
Comerica Bank
Texas
$105K +$22.2K +1,439 +31%
TVAMP
250
Tennessee Valley Asset Management Partners
Tennessee
$86.1K +$77.1K +5,000 New
8 9
10
11 12

BNL Hedge Fund Activity: Q4 2023 in Review

278 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Broadstone Net Lease (BNL) for Q4 2023, worth a combined $2.68B — up 24% from $2.17B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BNL positions and 30 closed out — a net gain of 19 holders — while 106 added to existing stakes and 83 trimmed.

The largest buyer was BlackRock, adding an estimated $21.2M. The largest seller was United Capital Financial Advisors, cutting an estimated $55.6M.

  • 278 institutional investors held Broadstone Net Lease (BNL) as of Q4 2023, up from 263 in Q3 2023.
  • Funds reported $2.68B of Broadstone Net Lease stock for Q4 2023, up 24% quarter-over-quarter.
  • 49 funds opened new Broadstone Net Lease positions in Q4 2023 and 30 closed out, a net change of +19 holders.
  • The largest Broadstone Net Lease buyer in Q4 2023 was BlackRock, an estimated $21.2M added.
  • The largest Broadstone Net Lease seller in Q4 2023 was United Capital Financial Advisors, an estimated $55.6M sold.

Based on aggregated 13F filings for Q4 2023.