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FBRT

Franklin BSP Realty Trust
FBRT

133 hedge funds and large institutions have $340M invested in Franklin BSP Realty Trust in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

6% more funds holding

Funds holding: 126 → 133 (+7)

2.32% more ownership

Funds ownership: 52.86% → 55.18% (+2.3%)

2% less capital invested

Capital invested by funds: $347M → $340M (-$7.66M)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

97% less call options, than puts

Call options by funds: $20K | Put options by funds: $592K

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
36
Reduced
39
Closed
26
Calls
$20K
Puts
$592K
Net Calls
-$572K
Net Calls Change
+$20K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$14.2M
3
LPC
Long Pond Capital
New York
+$10.2M
4
OCM
Orchard Capital Management
Illinois
+$7.24M
5
Franklin Resources
Franklin Resources
California
+$6.89M

Top Sellers

Rank Fund Capital Flow
1
PIM
Paradice Investment Management
Colorado
-$20.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.4M
3
CIM
Cowen Investment Management
New York
-$5.18M
4
HI
HBK Investments
Texas
-$3.47M
5
CC
Centiva Capital
New York
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$1.59M +$859K +62,875 +123%
IA
27
IFP Advisors
Florida
$1.46M +$1.09M +79,673 New
GC
28
Gratia Capital
California
$1.4M +$1.37M +100,000 New
Legal & General Group
29
Legal & General Group
United Kingdom
$1.39M +$2.5K +183 +0.2%
Goldman Sachs
30
Goldman Sachs
New York
$1.35M +$553K +40,488 +72%
Citigroup
31
Citigroup
New York
$1.28M -$636K -46,529 -34%
Swiss National Bank
32
Swiss National Bank
Switzerland
$1.24M +$249K +18,200 +26%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.15M -$99.2K -7,260 -8%
IFG
34
Independent Financial Group
California
$1.14M +$178 +13 +0%
First Trust Advisors
35
First Trust Advisors
Illinois
$942K -$53.5K -3,912 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
36
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$851K +$832K +60,900 New
TSA
37
Tri-Star Advisors
Texas
$814K +$845K +61,839 New
Renaissance Technologies
38
Renaissance Technologies
New York
$728K +$712K +52,100 New
OR
39
Olympiad Research
Connecticut
$719K +$56.2K +4,111 +9%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$680K +$665K +48,643 New
WG
41
Winton Group
United Kingdom
$673K +$482K +35,254 +273%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$662K +$10.8K +787 +2%
FCM
43
FJ Capital Management
Virginia
$656K -$425K -31,097 -40%
Bank of America
44
Bank of America
North Carolina
$642K -$440K -32,227 -41%
Prudential Financial
45
Prudential Financial
New Jersey
$634K -$68.3K -5,000 -10%
Millennium Management
46
Millennium Management
New York
$625K +$611K +44,710 New
KM
47
Kalos Management
Georgia
$591K -$82K -6,001 -12%
YCM
48
Yousif Capital Management
Michigan
$559K +$23.5K +1,722 +4%
CS
49
Credit Suisse
Switzerland
$538K +$157K +11,522 +43%
COPPSERS
50
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$530K +$63.8K +4,672 +14%
1
2
3 4 5

FBRT Hedge Fund Activity: Q1 2022 in Review

133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2022, worth a combined $340M — down 2.2% from $347M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FBRT positions and 26 closed out — a net gain of 8 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $16.3M. The largest seller was Paradice Investment Management, exiting entirely with an estimated $20.6M sold.

  • 133 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2022, up from 126 in Q4 2021.
  • Funds reported $340M of Franklin BSP Realty Trust stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 34 funds opened new Franklin BSP Realty Trust positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest Franklin BSP Realty Trust buyer in Q1 2022 was Neuberger Berman Group, an estimated $16.3M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2022 was Paradice Investment Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2022.