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FBRT

Franklin BSP Realty Trust
FBRT

188 hedge funds and large institutions have $627M invested in Franklin BSP Realty Trust in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $587K

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

5% more funds holding

Funds holding: 179 → 188 (+9)

1.35% more ownership

Funds ownership: 59.35% → 60.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $652M → $627M (-$24.4M)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
31
Increased
61
Reduced
66
Closed
18
Calls
$1.37M
Puts
$587K
Net Calls
+$786K
Net Calls Change
+$952K

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.66M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$3.18M
3
VanEck Associates
VanEck Associates
New York
+$2.12M
4
Invesco
Invesco
Georgia
+$1.89M
5
STAS
Strong Tower Advisory Services
Minnesota
+$1.65M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$5.03M
2
BlackRock
BlackRock
New York
-$4.81M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.28M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.04M
5
TPSF
Texas Permanent School Fund
Texas
-$960K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.92M -$415K -32,600 -12%
Prudential Financial
27
Prudential Financial
New Jersey
$2.91M +$949K +74,500 +48%
Goldman Sachs
28
Goldman Sachs
New York
$2.77M +$884K +69,454 +46%
Millennium Management
29
Millennium Management
New York
$2.67M -$51K -4,005 -2%
N
30
Nuveen
North Carolina
$2.62M +$140K +10,962 +6%
JFG
31
Jefferies Financial Group
New York
$2.27M -$2.8K -220 -0.1%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.27M +$124K +9,775 +6%
GF
33
Gabelli Funds
New York
$2.21M +$582K +45,698 +35%
First Trust Advisors
34
First Trust Advisors
Illinois
$2.2M +$838K +65,835 +60%
AI
35
AXS Investments
New York
$2.07M -$94K -7,380 -5%
Swiss National Bank
36
Swiss National Bank
Switzerland
$2.04M – – –
FMN
37
Financial Management Network
California
$1.98M -$296K -23,255 -13%
GCM
38
Greenland Capital Management
New York
$1.81M -$177K -13,879 -9%
FCM
39
FJ Capital Management
Virginia
$1.78M -$522K -41,015 -22%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.71M -$1.28M -100,376 -42%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.67M +$15.7K +1,236 +0.9%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$1.58M -$466K -36,569 -23%
AI
43
Atom Investors
Texas
$1.54M +$1.12M +88,260 +258%
Barclays
44
Barclays
United Kingdom
$1.41M -$918K -72,067 -39%
SIA
45
Schechter Investment Advisors
Michigan
$1.27M – – –
VOYA Investment Management
46
VOYA Investment Management
Georgia
$1.22M +$17.1K +1,345 +1%
UBS Group
47
UBS Group
Switzerland
$1.22M -$437K -34,329 -26%
AWS
48
Atria Wealth Solutions
New York
$1.2M -$93.4K -7,335 -7%
Bank of America
49
Bank of America
North Carolina
$1.16M +$201K +15,776 +21%
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.12M – – –
1
2
3 4 5

FBRT Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2024, worth a combined $627M — down 3.7% from $652M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FBRT positions and 18 closed out — a net gain of 13 holders — while 61 added to existing stakes and 66 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $5.66M. The largest seller was Franklin Resources, cutting an estimated $5.03M.

  • 188 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2024, up from 179 in Q1 2024.
  • Funds reported $627M of Franklin BSP Realty Trust stock for Q2 2024, down 3.7% quarter-over-quarter.
  • 31 funds opened new Franklin BSP Realty Trust positions in Q2 2024 and 18 closed out, a net change of +13 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $5.66M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2024 was Franklin Resources, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2024.