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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$435M -$1.8M -103,008 -0.4%
BlackRock
2
BlackRock
New York
$314M +$7.13M +408,794 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$226M -$1.54M -88,545 -0.6%
State Street
4
State Street
Massachusetts
$133M +$1.84M +105,446 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$77.1M +$270K +15,501 +0.3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$73.2M -$2.29M -131,622 -3%
CIM
7
Centersquare Investment Management
Pennsylvania
$63.6M +$4.63M +265,428 +7%
ACM
8
AEW Capital Management
Massachusetts
$49.7M +$1.21M +69,690 +2%
Charles Schwab
9
Charles Schwab
California
$48.8M +$1.25M +71,709 +2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$46.9M -$394K -22,578 -0.8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$40.5M +$67.8K +3,889 +0.2%
Northern Trust
12
Northern Trust
Illinois
$39.1M +$7.16M +410,767 +20%
Norges Bank
13
Norges Bank
Norway
$36.2M
JP Morgan Chase
14
JP Morgan Chase
New York
$33.8M +$5.14M +294,783 +16%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$31.4M -$117K -6,704 -0.3%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$30M +$28.3M +1,623,098 +604%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$28.9M +$4.13M +237,083 +15%
Victory Capital Management
18
Victory Capital Management
Texas
$28M +$5.37M +308,118 +21%
NEPWA
19
New England Private Wealth Advisors
Massachusetts
$26.9M -$674K -38,673 -2%
Goldman Sachs
20
Goldman Sachs
New York
$21.4M +$6.85M +392,979 +41%
Morgan Stanley
21
Morgan Stanley
New York
$20.7M +$2.51M +143,751 +12%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$19.5M +$52 +3 +0%
UBS AM
23
UBS AM
Illinois
$19.2M -$1.2M -68,761 -5%
Millennium Management
24
Millennium Management
New York
$17.8M -$45.5M -2,612,032 -70%
Citadel Advisors
25
Citadel Advisors
Florida
$17.5M +$8.89M +510,329 +86%

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.