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FBRT

Franklin BSP Realty Trust
FBRT

186 hedge funds and large institutions have $646M invested in Franklin BSP Realty Trust in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 19

243% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

90% more capital invested

Capital invested by funds: $340M → $646M (+$307M)

40% more funds holding

Funds holding: 133 → 186 (+53)

1.89% more ownership

Funds ownership: 55.18% → 57.06% (+1.9%)

Holders
186
Holders Change
+53
Holders Change %
+39.85%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
79
Increased
79
Reduced
19
Closed
23
Calls
$262K
Puts
–
Net Calls
+$262K
Net Calls Change
+$834K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$103M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$58.9M
3
Franklin Resources
Franklin Resources
California
+$24M
4
State Street
State Street
Massachusetts
+$18.9M
5
SIA
Schechter Investment Advisors
Michigan
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
-$10.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.1M
3
PMAM
Penn Mutual Asset Management
Pennsylvania
-$5.62M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.39M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$3.8M +$4.01M +281,917 New
FMN
27
Financial Management Network
California
$3.54M +$3.36M +235,965 +982%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$3.33M +$1.88M +131,892 +114%
GWM
29
Geneos Wealth Management
Colorado
$3.12M +$2.94M +206,819 +888%
Osaic Holdings
30
Osaic Holdings
Arizona
$2.67M +$2.69M +189,211 +2,282%
Legal & General Group
31
Legal & General Group
United Kingdom
$2.49M +$1.22M +85,523 +86%
Invesco
32
Invesco
Georgia
$2.09M +$360K +25,275 +19%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.09M +$1.03M +72,665 +88%
SCP
34
Shorepoint Capital Partners
Massachusetts
$1.81M +$1.7M +119,689 +800%
BCM
35
Beck Capital Management
Texas
$1.75M +$1.85M +130,095 New
IFG
36
Independent Financial Group
California
$1.7M +$632K +44,394 +54%
First Trust Advisors
37
First Trust Advisors
Illinois
$1.68M +$818K +57,497 +85%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$1.65M +$69.1K +4,853 +4%
AWA
39
Arkadios Wealth Advisors
Georgia
$1.58M +$1.67M +117,157 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.47M +$1.55M +109,221 New
IA
41
IFP Advisors
Florida
$1.46M – – –
Swiss National Bank
42
Swiss National Bank
Switzerland
$1.4M +$216K +15,200 +17%
AllianceBernstein
43
AllianceBernstein
Tennessee
$1.33M +$1.15M +80,703 +448%
William Blair & Company
44
William Blair & Company
Illinois
$1.27M +$1.34M +94,256 New
AWM
45
Axxcess Wealth Management
California
$1.23M +$1.3M +91,271 New
UCFA
46
United Capital Financial Advisors
Texas
$1.23M +$1.3M +90,993 New
CSS
47
Cubist Systematic Strategies
Connecticut
$1.18M +$1.24M +87,235 New
AF
48
Allworth Financial
California
$1.17M +$1.1M +77,629 +847%
Prudential Financial
49
Prudential Financial
New Jersey
$1.15M +$565K +39,700 +88%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.11M +$661K +46,444 +130%
1
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3 4 5

FBRT Hedge Fund Activity: Q2 2022 in Review

186 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2022, worth a combined $646M — up 90% from $340M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FBRT positions and 23 closed out — a net gain of 56 holders — while 79 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Long Pond Capital, exiting entirely with an estimated $10.5M sold.

  • 186 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2022, up from 133 in Q1 2022.
  • Funds reported $646M of Franklin BSP Realty Trust stock for Q2 2022, up 90% quarter-over-quarter.
  • 79 funds opened new Franklin BSP Realty Trust positions in Q2 2022 and 23 closed out, a net change of +56 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2022 was BlackRock, an estimated $103M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2022 was Long Pond Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.