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FBRT

Franklin BSP Realty Trust

181 hedge funds and large institutions have $691M invested in Franklin BSP Realty Trust in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,718% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $28K

19% more capital invested

Capital invested by funds: $583M → $691M (+$108M)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 177181 (+4)

0.36% more ownership

Funds ownership: 58.88%59.23% (+0.36%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
58
Reduced
67
Closed
23
Calls
$1.07M
Puts
$28K
Net Calls
+$1.04M
Net Calls Change
+$706K
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
51
Newbridge Financial Services Group
Florida
$1.07M +$155K +11,748 +18%
UBS AM
52
UBS AM
Illinois
$1.03M
TPSF
53
Texas Permanent School Fund
Texas
$1.02M -$20.5K -1,552 -2%
AF
54
Allworth Financial
California
$923K -$140K -10,619 -14%
AWS
55
Atria Wealth Solutions
New York
$890K +$236K +17,886 +40%
Citigroup
56
Citigroup
New York
$882K +$285K +21,633 +53%
Wells Fargo
57
Wells Fargo
California
$779K +$374K +28,370 +106%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$773K +$7.41K +562 +1%
SOADOR
59
State of Alaska Department of Revenue
Alaska
$766K -$30.9K -2,342 -4%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$750K +$314K +23,777 +81%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$731K +$163K +12,370 +32%
LPL Financial
62
LPL Financial
California
$700K -$21.8K -1,656 -3%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$688K +$6.66K +505 +1%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$679K +$192K +14,594 +44%
MIM
65
MetLife Investment Management
New Jersey
$637K
Barclays
66
Barclays
United Kingdom
$636K +$25K +1,898 +4%
AIG
67
American International Group
New York
$632K -$8.63K -654 -1%
YCM
68
Yousif Capital Management
Michigan
$620K -$38.9K -2,946 -6%
Creative Planning
69
Creative Planning
Kansas
$615K -$10.5K -795 -2%
LSERS
70
Louisiana State Employees Retirement System
Louisiana
$612K +$63.3K +4,800 +13%
IAN
71
Integrated Advisors Network
Texas
$587K
RFS
72
Retirement Financial Solutions
Tennessee
$566K -$78K -5,917 -13%
AWA
73
Arkadios Wealth Advisors
Georgia
$532K -$240K -18,177 -33%
Deutsche Bank
74
Deutsche Bank
Germany
$522K -$251K -19,043 -34%
JF
75
Jump Financial
Illinois
$521K +$486K +36,822 New

FBRT Hedge Fund Activity: Q2 2023 in Review

181 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2023, worth a combined $691M — up 19% from $583M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FBRT positions and 23 closed out — a net gain of 4 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.66M. The largest seller was David M. Knott Jr, cutting an estimated $5.67M.

  • 181 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2023, up from 177 in Q1 2023.
  • Funds reported $691M of Franklin BSP Realty Trust stock for Q2 2023, up 19% quarter-over-quarter.
  • 27 funds opened new Franklin BSP Realty Trust positions in Q2 2023 and 23 closed out, a net change of +4 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $6.66M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2023 was David M. Knott Jr, an estimated $5.67M sold.

Based on aggregated 13F filings for Q2 2023.