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FBRT

Franklin BSP Realty Trust

188 hedge funds and large institutions have $896M invested in Franklin BSP Realty Trust in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,035% more call options, than puts

Call options by funds: $427K | Put options by funds: $20K

74% more capital invested

Capital invested by funds: $514M → $896M (+$382M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

2.83% more ownership

Funds ownership: 56.73%59.56% (+2.8%)

2% more funds holding

Funds holding: 184188 (+4)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
29
Increased
62
Reduced
64
Closed
22
Calls
$427K
Puts
$20K
Net Calls
+$407K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Axxcess Wealth Management
California
$1.08M -$48.5K -3,625 -4%
Prudential Financial
52
Prudential Financial
New Jersey
$1.07M -$25.4K -1,900 -2%
AF
53
Allworth Financial
California
$1.03M -$36.6K -2,736 -3%
UBS AM
54
UBS AM
Illinois
$1.03M +$536K +40,048 +101%
LPL Financial
55
LPL Financial
California
$962K +$54.3K +4,059 +6%
CS
56
Credit Suisse
Switzerland
$899K +$44.2K +3,304 +5%
NFSG
57
Newbridge Financial Services Group
Florida
$855K -$25.4K -1,896 -3%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$754K
GWM
59
Geneos Wealth Management
Colorado
$752K +$28.2K +2,106 +4%
SOADOR
60
State of Alaska Department of Revenue
Alaska
$740K -$7.59K -567 -1%
RFS
61
Retirement Financial Solutions
Tennessee
$738K +$765K +57,179 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$729K -$148K -11,093 -16%
TPSF
63
Texas Permanent School Fund
Texas
$710K -$52.2K -3,899 -7%
Comerica Bank
64
Comerica Bank
Texas
$693K -$198K -14,815 -23%
Citigroup
65
Citigroup
New York
$680K +$127K +9,480 +22%
YCM
66
Yousif Capital Management
Michigan
$674K -$200K -14,975 -22%
AWS
67
Atria Wealth Solutions
New York
$662K +$155K +11,593 +30%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$648K -$4.8K -359 -0.7%
CF
69
Centaurus Financial
California
$616K +$91.4K +6,831 +17%
Creative Planning
70
Creative Planning
Kansas
$591K +$308 +23 +0.1%
IAN
71
Integrated Advisors Network
Texas
$586K +$12.4K +923 +2%
GA
72
GraniteShares Advisors
New York
$583K +$605K +45,182 New
AIG
73
American International Group
New York
$581K -$13.7K -1,027 -2%
MIM
74
MetLife Investment Management
New Jersey
$580K
MCC
75
Money Concepts Capital
Florida
$578K +$197K +14,732 +49%

FBRT Hedge Fund Activity: Q4 2022 in Review

188 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2022, worth a combined $896M — up 74% from $514M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FBRT positions and 22 closed out — a net gain of 7 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Cliffwater, opening a new position worth an estimated $25.3M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $9.64M sold.

  • 188 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2022, up from 184 in Q3 2022.
  • Funds reported $896M of Franklin BSP Realty Trust stock for Q4 2022, up 74% quarter-over-quarter.
  • 29 funds opened new Franklin BSP Realty Trust positions in Q4 2022 and 22 closed out, a net change of +7 holders.
  • The largest Franklin BSP Realty Trust buyer in Q4 2022 was Cliffwater, an estimated $25.3M added.
  • The largest Franklin BSP Realty Trust seller in Q4 2022 was Centersquare Investment Management, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2022.