We are live on ! Find out more
FBRT

Franklin BSP Realty Trust

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: 22 (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: 182179 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
51
Newbridge Financial Services Group
Florida
$1.1M +$69K +5,287 +7%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$1.1M -$61.6K -4,723 -5%
CS
53
Credit Suisse
Switzerland
$1.05M
Bank of America
54
Bank of America
North Carolina
$1.02M -$739K -56,624 -43%
AWA
55
Arete Wealth Advisors
Illinois
$999K -$13.3K -1,017 -1%
TPSF
56
Texas Permanent School Fund
Texas
$960K +$12.5K +961 +1%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$951K -$25.2K -1,933 -3%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$836K -$143K -10,945 -15%
LPL Financial
59
LPL Financial
California
$808K +$168K +12,878 +27%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$779K -$2.61K -200 -0.3%
Citigroup
61
Citigroup
New York
$755K +$57.3K +4,396 +8%
AF
62
Allworth Financial
California
$753K -$26.2K -2,010 -3%
PCM
63
Penserra Capital Management
California
$690K +$83.6K +6,408 +14%
SOADOR
64
State of Alaska Department of Revenue
Alaska
$667K -$6.45K -494 -1%
IMRF
65
Illinois Municipal Retirement Fund
Illinois
$637K +$1.54K +118 +0.2%
PCIA
66
Prime Capital Investment Advisors
Kansas
$609K -$300 -23 -0.1%
MIM
67
MetLife Investment Management
New Jersey
$601K
AIG
68
American International Group
New York
$599K -$5.23K -401 -0.9%
ECM
69
ExodusPoint Capital Management
New York
$596K +$582K +44,622 New
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$591K -$35.7K -2,734 -6%
Deutsche Bank
71
Deutsche Bank
Germany
$586K +$36.6K +2,806 +7%
Citadel Advisors
72
Citadel Advisors
Florida
$582K +$29.1K +2,234 +5%
Creative Planning
73
Creative Planning
Kansas
$560K
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$546K -$73.2K -5,610 -12%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$542K -$6.52K -500 -1%

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.