We are live on ! Find out more
BNL icon

Broadstone Net Lease

260 hedge funds and large institutions have $2.28B invested in Broadstone Net Lease in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 104 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 16

53% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 68

14% more funds holding

Funds holding: 228260 (+32)

0.75% more ownership

Funds ownership: 78.03%78.78% (+0.75%)

8% less capital invested

Capital invested by funds: $2.47B → $2.28B (-$191M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

40% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.15M

Holders
260
Holders Change
+32
Holders Change %
+14.04%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
48
Increased
104
Reduced
68
Closed
16
Calls
$1.28M
Puts
$2.15M
Net Calls
-$870K
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
151
Seneca Financial Advisors
New York
$504K -$249K -15,540 -32%
IWP
152
Invenio Wealth Partners
Florida
$500K +$518K +32,364 New
SMDAM
153
Sumitomo Mitsui DS Asset Management
Japan
$491K +$93.4K +5,829 +22%
FRM
154
Fox Run Management
Connecticut
$479K +$79.3K +4,949 +19%
Lido Advisors
155
Lido Advisors
California
$474K
VI
156
Versor Investments
New York
$472K +$191K +11,914 +64%
LSV Asset Management
157
LSV Asset Management
Illinois
$469K
JIC
158
Johnson Investment Counsel
Ohio
$463K
Natixis Advisors
159
Natixis Advisors
Massachusetts
$458K +$475K +29,625 New
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$445K +$139K +8,700 +43%
SG Americas Securities
161
SG Americas Securities
New York
$433K -$744K -46,424 -62%
SIA
162
Sit Investment Associates
Minnesota
$429K
CA
163
Clearstead Advisors
Ohio
$425K
BPCE
164
Bank Pictet & Cie (Europe)
Germany
$420K +$436K +27,186 New
APWM
165
Atlas Private Wealth Management
New York
$414K
PCM
166
Penserra Capital Management
California
$407K +$35.5K +2,217 +9%
OWP
167
Obermeyer Wealth Partners
Colorado
$387K
ProShare Advisors
168
ProShare Advisors
Maryland
$378K +$65.6K +4,096 +20%
RWM
169
Ritholtz Wealth Management
New York
$359K
MM
170
MQS Management
New York
$352K +$366K +22,829 New
PI
171
Putnam Investments
Massachusetts
$345K +$358K +22,354 New
BCI
172
Brinker Capital Investments
Pennsylvania
$341K +$354K +22,072 New
OPS
173
Orion Portfolio Solutions
Nebraska
$341K +$354K +22,072 New
Jane Street
174
Jane Street
New York
$338K -$37.1K -2,317 -10%
NAM
175
Nissay Asset Management
Japan
$329K +$27.4K +1,710 +9%

BNL Hedge Fund Activity: Q2 2023 in Review

260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Broadstone Net Lease (BNL) for Q2 2023, worth a combined $2.28B — down 7.7% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BNL positions and 16 closed out — a net gain of 32 holders — while 104 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $22.8M. The largest seller was Stone Point Capital, exiting entirely with an estimated $34.6M sold.

  • 260 institutional investors held Broadstone Net Lease (BNL) as of Q2 2023, up from 228 in Q1 2023.
  • Funds reported $2.28B of Broadstone Net Lease stock for Q2 2023, down 7.7% quarter-over-quarter.
  • 48 funds opened new Broadstone Net Lease positions in Q2 2023 and 16 closed out, a net change of +32 holders.
  • The largest Broadstone Net Lease buyer in Q2 2023 was BlackRock, an estimated $22.8M added.
  • The largest Broadstone Net Lease seller in Q2 2023 was Stone Point Capital, an estimated $34.6M sold.

Based on aggregated 13F filings for Q2 2023.