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Broadstone Net Lease
BNL

210 hedge funds and large institutions have $2.95B invested in Broadstone Net Lease in 2021 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 55 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more call options, than puts

Call options by funds: $6.53M | Put options by funds: $1.83M

45% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 55

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

8% more capital invested

Capital invested by funds: $2.74B → $2.95B (+$210M)

3% more funds holding

Funds holding: 203 → 210 (+7)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

5.49% less ownership

Funds ownership: 80.39% → 74.9% (-5.5%)

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.68%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
34
Increased
80
Reduced
55
Closed
26
Calls
$6.53M
Puts
$1.83M
Net Calls
+$4.7M
Net Calls Change
+$810K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$107M
2
SPC
Stone Point Capital
Connecticut
+$20M
3
Norges Bank
Norges Bank
Norway
+$16.5M
4
TA
Tiedemann Advisors
New York
+$14.6M
5
Northern Trust
Northern Trust
Illinois
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$75M
2
CIM
Centersquare Investment Management
Pennsylvania
-$44.7M
3
N
Nuveen
North Carolina
-$20.3M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$12.1M
5
GT
Glenmede Trust
Pennsylvania
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSBC Holdings
126
HSBC Holdings
United Kingdom
$732K +$151K +5,863 +25%
First Trust Advisors
127
First Trust Advisors
Illinois
$729K +$278K +10,747 +58%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$708K +$343K +13,293 +87%
CA
129
Clearstead Advisors
Ohio
$683K -$499K -19,300 -41%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$681K +$2.43K +94 +0.3%
DCM
131
Dupont Capital Management
Delaware
$680K +$708K +27,394 New
APWM
132
Atlas Private Wealth Management
New York
$666K – – –
GF
133
Gries Financial
Ohio
$649K – – –
JWBC
134
J.W. Burns & Co
New York
$635K – – –
JCM
135
Jag Capital Management
Missouri
$630K – – –
SFA
136
Seneca Financial Advisors
New York
$628K +$115K +4,458 +21%
JMPWA
137
JP Morgan Private Wealth Advisors
California
$620K – – –
BCM
138
Birch Capital Management
Texas
$584K – – –
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$583K +$119K +4,624 +25%
RWM
140
Ritholtz Wealth Management
New York
$577K – – –
Dimensional Fund Advisors
141
Dimensional Fund Advisors
Texas
$568K +$591K +22,887 New
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
$552K +$258K +10,003 +82%
Cerity Partners
143
Cerity Partners
New York
$528K – – –
OWP
144
Obermeyer Wealth Partners
Colorado
$511K +$103K +4,000 +24%
AB
145
Amalgamated Bank
New York
$502K +$5.89K +228 +1%
ProShare Advisors
146
ProShare Advisors
Maryland
$492K -$442K -17,092 -46%
Bessemer Group
147
Bessemer Group
New Jersey
$480K – – –
NPPM
148
North Point Portfolio Managers
Ohio
$453K – – –
BJL
149
Brighton Jones LLC
Washington
$435K – – –
FWIA
150
Fort Washington Investment Advisors
Ohio
$422K -$20.7K -800 -4%
4 5
6
7 8

BNL Hedge Fund Activity: Q3 2021 in Review

210 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Broadstone Net Lease (BNL) for Q3 2021, worth a combined $2.95B — up 7.7% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BNL positions and 26 closed out — a net gain of 8 holders — while 80 added to existing stakes and 55 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $107M. The largest seller was United Capital Financial Advisors, cutting an estimated $75M.

  • 210 institutional investors held Broadstone Net Lease (BNL) as of Q3 2021, up from 203 in Q2 2021.
  • Funds reported $2.95B of Broadstone Net Lease stock for Q3 2021, up 7.7% quarter-over-quarter.
  • 34 funds opened new Broadstone Net Lease positions in Q3 2021 and 26 closed out, a net change of +8 holders.
  • The largest Broadstone Net Lease buyer in Q3 2021 was AllianceBernstein, an estimated $107M added.
  • The largest Broadstone Net Lease seller in Q3 2021 was United Capital Financial Advisors, an estimated $75M sold.

Based on aggregated 13F filings for Q3 2021.