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Broadstone Net Lease

305 hedge funds and large institutions have $2.48B invested in Broadstone Net Lease in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 114 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $3.03M | Put options by funds: $937K

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

25% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 91

9% more funds holding

Funds holding: 279305 (+26)

0.78% more ownership

Funds ownership: 81.95%82.73% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

15% less capital invested

Capital invested by funds: $2.93B → $2.48B (-$452M)

Holders
305
Holders Change
+26
Holders Change %
+9.32%
% of All Funds
4.02%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
49
Increased
114
Reduced
91
Closed
19
Calls
$3.03M
Puts
$937K
Net Calls
+$2.09M
Net Calls Change
-$700K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
26
Systematic Financial Management
New Jersey
$17M +$5.61M +322,131 +43%
Invesco
27
Invesco
Georgia
$16.4M +$1.2M +69,041 +7%
TW
28
TritonPoint Wealth
Maryland
$16.4M -$543K -31,149 -3%
Legal & General Group
29
Legal & General Group
United Kingdom
$15.2M -$1.41M -80,731 -8%
SA
30
Sage Advisors
Colorado
$14.5M -$292K -16,740 -2%
CCA
31
Cobblestone Capital Advisors
New York
$13.7M -$505K -28,993 -3%
SEI Investments
32
SEI Investments
Pennsylvania
$13.4M +$287K +16,458 +2%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$13.3M -$1.39M -79,866 -9%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$12.5M +$81.1K +4,653 +0.6%
N
35
Nuveen
North Carolina
$12.3M -$4.91M -281,928 -27%
Bank of America
36
Bank of America
North Carolina
$12.1M +$1.46M +83,946 +12%
UCFA
37
United Capital Financial Advisors
Texas
$12M -$2.39M -137,235 -15%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$11.8M +$545K +31,284 +4%
Allianz Asset Management
39
Allianz Asset Management
Germany
$10.9M -$21.1K -1,209 -0.2%
CIMLRA
40
CBRE Investment Management Listed Real Assets
Pennsylvania
$10.4M +$11.4M +652,710 New
Barclays
41
Barclays
United Kingdom
$10.1M +$5.61M +321,668 +101%
Creative Planning
42
Creative Planning
Kansas
$8.94M -$332K -19,053 -3%
Franklin Resources
43
Franklin Resources
California
$8.6M -$559K -32,087 -6%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$8.54M +$6.46M +370,598 +220%
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$8.38M -$36.9K -2,118 -0.4%
LIP
46
Lighthouse Investment Partners
Florida
$7.77M +$8.54M +490,000 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$7.23M +$5.1M +292,554 +179%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$7.15M +$6.82M +391,320 +655%
CM
49
Columbus Macro
Pennsylvania
$6.27M +$6.89M +395,271 New
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.88M +$29.6K +1,700 +0.5%

BNL Hedge Fund Activity: Q4 2024 in Review

305 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Broadstone Net Lease (BNL) for Q4 2024, worth a combined $2.48B — down 15% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BNL positions and 19 closed out — a net gain of 30 holders — while 114 added to existing stakes and 91 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $28.3M. The largest seller was Millennium Management, cutting an estimated $45.5M.

  • 305 institutional investors held Broadstone Net Lease (BNL) as of Q4 2024, up from 279 in Q3 2024.
  • Funds reported $2.48B of Broadstone Net Lease stock for Q4 2024, down 15% quarter-over-quarter.
  • 49 funds opened new Broadstone Net Lease positions in Q4 2024 and 19 closed out, a net change of +30 holders.
  • The largest Broadstone Net Lease buyer in Q4 2024 was Bank of Montreal, an estimated $28.3M added.
  • The largest Broadstone Net Lease seller in Q4 2024 was Millennium Management, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2024.