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FBRT

Franklin BSP Realty Trust

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: 24 (+2)

90% more capital invested

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

40% more funds holding

Funds holding: 133186 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$1.07M +$1.01M +71,187 New
COPPSERS
52
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M +$547K +38,403 +101%
NFSG
53
Newbridge Financial Services Group
Florida
$999K +$1.05M +73,458 +11,147%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$981K +$362K +25,430 +54%
Goldman Sachs
55
Goldman Sachs
New York
$956K -$369K -25,919 -27%
YCM
56
Yousif Capital Management
Michigan
$925K +$407K +28,620 +72%
SOADOR
57
State of Alaska Department of Revenue
Alaska
$852K +$900K +63,260 New
TPSF
58
Texas Permanent School Fund
Texas
$813K +$415K +29,165 +94%
LPL Financial
59
LPL Financial
California
$789K +$726K +50,983 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$788K +$424K +29,808 +104%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$762K +$805K +56,543 New
JP Morgan Chase
62
JP Morgan Chase
New York
$713K +$494K +34,725 +192%
CF
63
Centaurus Financial
California
$709K +$748K +52,563 New
CA
64
Cetera Advisors
Colorado
$691K +$730K +51,281 New
Creative Planning
65
Creative Planning
Kansas
$660K +$697K +48,978 New
AG
66
Algert Global
California
$648K +$527K +37,050 +336%
SWM
67
Spire Wealth Management
Virginia
$638K +$674K +47,326 New
AIG
68
American International Group
New York
$614K +$347K +24,350 +115%
OR
69
Olympiad Research
Connecticut
$608K -$90.7K -6,374 -12%
LSERS
70
Louisiana State Employees Retirement System
Louisiana
$608K +$272K +19,100 +89%
MIM
71
MetLife Investment Management
New Jersey
$606K +$334K +23,436 +109%
Deutsche Bank
72
Deutsche Bank
Germany
$605K +$297K +20,839 +87%
KM
73
Kalos Management
Georgia
$583K -$8.92K -627 -1%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$542K +$577K +40,542 New
BCM
75
Brookstone Capital Management
Illinois
$540K +$562K +39,518 New

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.