We are live on ! Find out more
FBRT

Franklin BSP Realty Trust

199 hedge funds and large institutions have $638M invested in Franklin BSP Realty Trust in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,996% more call options, than puts

Call options by funds: $9.23M | Put options by funds: $114K

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

6% more funds holding

Funds holding: 187199 (+12)

1.14% more ownership

Funds ownership: 60.94%62.08% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less capital invested

Capital invested by funds: $652M → $638M (-$13.6M)

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
64
Reduced
70
Closed
13
Calls
$9.23M
Puts
$114K
Net Calls
+$9.12M
Net Calls Change
+$4.32M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$979K -$181K -13,995 -15%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$960K -$11.2K -870 -1%
Deutsche Bank
53
Deutsche Bank
Germany
$940K +$327K +25,322 +51%
JFG
54
Jefferies Financial Group
New York
$923K -$193K -14,961 -17%
LPL Financial
55
LPL Financial
California
$896K +$37.2K +2,881 +4%
PCM
56
Penserra Capital Management
California
$890K -$82.3K -6,367 -8%
Raymond James Financial
57
Raymond James Financial
Florida
$859K +$885K +68,487 New
DFCM
58
Dark Forest Capital Management
Puerto Rico
$831K +$856K +66,246 New
AWA
59
Arete Wealth Advisors
Illinois
$823K -$24.7K -1,915 -3%
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$804K -$2.44K -189 -0.3%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$793K -$12.9K -1,000 -2%
Citadel Advisors
62
Citadel Advisors
Florida
$727K +$750K +58,000 New
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$662K -$20.7K -1,600 -3%
Wells Fargo
64
Wells Fargo
California
$647K +$124K +9,559 +23%
SCP
65
Shorepoint Capital Partners
Massachusetts
$645K +$18.1K +1,400 +3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$641K -$638K -49,343 -49%
MIM
67
MetLife Investment Management
New Jersey
$625K
AF
68
Allworth Financial
California
$599K +$19.4K +1,501 +3%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$582K -$3.59K -278 -0.6%
IMRF
70
Illinois Municipal Retirement Fund
Illinois
$550K -$18K -1,391 -3%
CF
71
Corebridge Financial
Texas
$548K -$44.1K -3,412 -7%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$538K +$389K +30,067 +235%
NFSG
73
Newbridge Financial Services Group
Florida
$516K -$66.2K -5,126 -11%
Osaic Holdings
74
Osaic Holdings
Arizona
$506K -$244K -18,891 -32%
LSERS
75
Louisiana State Employees Retirement System
Louisiana
$497K

FBRT Hedge Fund Activity: Q4 2024 in Review

199 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2024, worth a combined $638M — down 2.1% from $652M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FBRT positions and 13 closed out — a net gain of 15 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was UBS Group, adding an estimated $7.29M. The largest seller was 1832 Asset Management, cutting an estimated $7.75M.

  • 199 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2024, up from 187 in Q3 2024.
  • Funds reported $638M of Franklin BSP Realty Trust stock for Q4 2024, down 2.1% quarter-over-quarter.
  • 28 funds opened new Franklin BSP Realty Trust positions in Q4 2024 and 13 closed out, a net change of +15 holders.
  • The largest Franklin BSP Realty Trust buyer in Q4 2024 was UBS Group, an estimated $7.29M added.
  • The largest Franklin BSP Realty Trust seller in Q4 2024 was 1832 Asset Management, an estimated $7.75M sold.

Based on aggregated 13F filings for Q4 2024.