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FBRT

Franklin BSP Realty Trust
FBRT

182 hedge funds and large institutions have $675M invested in Franklin BSP Realty Trust in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,376% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $17K

5% more capital invested

Capital invested by funds: $642M → $675M (+$32.9M)

1.86% more ownership

Funds ownership: 58.96% → 60.82% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

8% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 64

2% less funds holding

Funds holding: 185 → 182 (-3)

Holders
182
Holders Change
-3
Holders Change %
-1.62%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
59
Reduced
64
Closed
26
Calls
$1.61M
Puts
$17K
Net Calls
+$1.59M
Net Calls Change
+$880K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.4M
2
BlackRock
BlackRock
New York
+$5.29M
3
Invesco
Invesco
Georgia
+$4.16M
4
Mariner
Mariner
Kansas
+$2.02M
5
UBS Group
UBS Group
Switzerland
+$1.53M

Top Sellers

Rank Fund Capital Flow
1
DMKJ
David M. Knott Jr
-$4.34M
2
BCM
Beck Capital Management
Texas
-$2.24M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.76M
4
JFG
Jefferies Financial Group
New York
-$1.69M
5
C
Cliffwater
California
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$3M +$264K +20,025 +10%
FMN
27
Financial Management Network
California
$2.8M -$33K -2,505 -1%
N
28
Nuveen
North Carolina
$2.77M +$28.9K +2,194 +1%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$2.57M +$28.4K +2,157 +1%
JFG
30
Jefferies Financial Group
New York
$2.44M -$1.69M -128,116 -42%
Goldman Sachs
31
Goldman Sachs
New York
$2.38M +$178K +13,473 +8%
AI
32
AXS Investments
New York
$2.37M -$125K -9,489 -5%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.3M +$905K +68,705 +68%
Swiss National Bank
34
Swiss National Bank
Switzerland
$2.19M -$242K -18,400 -10%
First Trust Advisors
35
First Trust Advisors
Illinois
$2.05M -$467K -35,426 -19%
Prudential Financial
36
Prudential Financial
New Jersey
$2.02M +$256K +19,430 +15%
SCP
37
Shorepoint Capital Partners
Massachusetts
$1.88M – – –
UBS Group
38
UBS Group
Switzerland
$1.86M +$1.53M +116,073 +544%
Bank of America
39
Bank of America
North Carolina
$1.8M +$258K +19,552 +17%
PMAM
40
Penn Mutual Asset Management
Pennsylvania
$1.8M -$659K -50,000 -27%
Barclays
41
Barclays
United Kingdom
$1.76M +$1.09M +82,983 +175%
AWS
42
Atria Wealth Solutions
New York
$1.43M -$35.3K -2,678 -2%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.42M -$1.76M -133,397 -56%
SIA
44
Schechter Investment Advisors
Michigan
$1.36M – – –
UBS AM
45
UBS AM
Illinois
$1.28M – – –
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.2M -$2.35K -178 -0.2%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$54.8K -4,162 -5%
GF
48
Gabelli Funds
New York
$1.14M +$442K +33,567 +66%
CS
49
Credit Suisse
Switzerland
$1.06M +$8.46K +642 +0.8%
NFSG
50
Newbridge Financial Services Group
Florida
$1.04M -$58.9K -4,470 -5%
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FBRT Hedge Fund Activity: Q4 2023 in Review

182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2023, worth a combined $675M — up 5.1% from $642M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FBRT and 25 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 59 added.

The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was David M. Knott Jr, exiting entirely with an estimated $4.34M sold.

  • 182 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2023, down from 185 in Q3 2023.
  • Funds reported $675M of Franklin BSP Realty Trust stock for Q4 2023, up 5.1% quarter-over-quarter.
  • 25 funds opened new Franklin BSP Realty Trust positions in Q4 2023 and 26 closed out, a net change of -1 holder.
  • The largest Franklin BSP Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $10.4M added.
  • The largest Franklin BSP Realty Trust seller in Q4 2023 was David M. Knott Jr, an estimated $4.34M sold.

Based on aggregated 13F filings for Q4 2023.