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FBRT

Franklin BSP Realty Trust
FBRT

179 hedge funds and large institutions have $652M invested in Franklin BSP Realty Trust in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $675M → $652M (-$23.8M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1.47% less ownership

Funds ownership: 60.82% → 59.35% (-1.5%)

2% less funds holding

Funds holding: 182 → 179 (-3)

12% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.4M

31% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 77

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
53
Reduced
77
Closed
23
Calls
$1.23M
Puts
$1.4M
Net Calls
-$166K
Net Calls Change
-$1.76M

Top Buyers

Rank Fund Capital Flow
1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$5.87M
2
FCM
FJ Capital Management
Virginia
+$2.38M
3
Millennium Management
Millennium Management
New York
+$2.2M
4
GCM
Greenland Capital Management
New York
+$2.06M
5
Charles Schwab
Charles Schwab
California
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.69M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.5M
3
Franklin Resources
Franklin Resources
California
-$4.17M
4
Northern Trust
Northern Trust
Illinois
-$4.06M
5
AWM
AE Wealth Management
Kansas
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$2.88M +$2.2M +168,735 +359%
N
27
Nuveen
North Carolina
$2.63M -$105K -8,061 -4%
Barclays
28
Barclays
United Kingdom
$2.46M +$697K +53,439 +41%
FCM
29
FJ Capital Management
Virginia
$2.44M +$2.38M +182,641 New
JFG
30
Jefferies Financial Group
New York
$2.41M -$991 -76 -0%
FMN
31
Financial Management Network
California
$2.34M -$372K -28,542 -14%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.28M – – –
AI
33
AXS Investments
New York
$2.18M -$159K -12,161 -7%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$2.17M -$365K -27,960 -15%
Swiss National Bank
35
Swiss National Bank
Switzerland
$2.16M – – –
GCM
36
Greenland Capital Management
New York
$2.11M +$2.06M +157,879 New
Prudential Financial
37
Prudential Financial
New Jersey
$2.09M +$95.9K +7,350 +5%
Goldman Sachs
38
Goldman Sachs
New York
$2.01M -$336K -25,718 -15%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.76M +$920K +70,549 +116%
UBS Group
40
UBS Group
Switzerland
$1.75M -$80K -6,130 -4%
GF
41
Gabelli Funds
New York
$1.74M +$599K +45,901 +55%
First Trust Advisors
42
First Trust Advisors
Illinois
$1.46M -$556K -42,629 -28%
AWS
43
Atria Wealth Solutions
New York
$1.4M -$43.2K -3,315 -3%
SIA
44
Schechter Investment Advisors
Michigan
$1.35M +$2.4K +184 +0.2%
Osaic Holdings
45
Osaic Holdings
Arizona
$1.28M -$114K -8,703 -8%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$1.28M +$320K +24,533 +34%
UBS AM
47
UBS AM
Illinois
$1.26M – – –
SCP
48
Shorepoint Capital Partners
Massachusetts
$1.26M -$587K -45,000 -32%
CA
49
Cetera Advisors
Colorado
$1.23M +$777K +59,586 +181%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.18M – – –
1
2
3 4 5

FBRT Hedge Fund Activity: Q1 2024 in Review

179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2024, worth a combined $652M — down 3.5% from $675M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FBRT and 22 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 53 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $5.87M. The largest seller was Morgan Stanley, cutting an estimated $8.69M.

  • 179 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2024, down from 182 in Q4 2023.
  • Funds reported $652M of Franklin BSP Realty Trust stock for Q1 2024, down 3.5% quarter-over-quarter.
  • 22 funds opened new Franklin BSP Realty Trust positions in Q1 2024 and 23 closed out, a net change of -1 holder.
  • The largest Franklin BSP Realty Trust buyer in Q1 2024 was 1832 Asset Management, an estimated $5.87M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $8.69M sold.

Based on aggregated 13F filings for Q1 2024.