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FBRT

Franklin BSP Realty Trust
FBRT

133 hedge funds and large institutions have $340M invested in Franklin BSP Realty Trust in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

6% more funds holding

Funds holding: 126 → 133 (+7)

2.32% more ownership

Funds ownership: 52.86% → 55.18% (+2.3%)

2% less capital invested

Capital invested by funds: $347M → $340M (-$7.66M)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

97% less call options, than puts

Call options by funds: $20K | Put options by funds: $592K

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
36
Reduced
39
Closed
26
Calls
$20K
Puts
$592K
Net Calls
-$572K
Net Calls Change
+$20K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$14.2M
3
LPC
Long Pond Capital
New York
+$10.2M
4
OCM
Orchard Capital Management
Illinois
+$7.24M
5
Franklin Resources
Franklin Resources
California
+$6.89M

Top Sellers

Rank Fund Capital Flow
1
PIM
Paradice Investment Management
Colorado
-$20.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.4M
3
CIM
Cowen Investment Management
New York
-$5.18M
4
HI
HBK Investments
Texas
-$3.47M
5
CC
Centiva Capital
New York
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
76
Everence Capital Management
Indiana
$251K +$246K +17,972 New
MSRPS
77
Maryland State Retirement & Pension System
Maryland
$245K – – –
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$236K +$91.1K +6,667 +65%
FIM
79
Freedom Investment Management
Connecticut
$233K -$56.7K -4,148 -20%
OPERF
80
Oregon Public Employees Retirement Fund
Oregon
$233K +$58.7K +4,296 +35%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$224K – – –
SCP
82
Shorepoint Capital Partners
Massachusetts
$209K – – –
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206K -$34.9K -2,557 -15%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$193K – – –
Wells Fargo
85
Wells Fargo
California
$190K -$174K -12,703 -48%
KA
86
Kovack Advisors
Florida
$177K +$174K +12,720 New
HSBC Holdings
87
HSBC Holdings
United Kingdom
$173K +$168K +12,283 New
JG
88
Jefferies Group
New York
$172K -$600K -43,945 -78%
Public Employees Retirement Association of Colorado
89
Public Employees Retirement Association of Colorado
Colorado
$165K – – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$158K -$9.11K -667 -6%
AG
91
Algert Global
California
$154K +$150K +11,011 New
AIM
92
Aigen Investment Management
New York
$147K +$144K +10,532 New
ASRS
93
Arizona State Retirement System
Arizona
$141K +$138K +10,099 New
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$140K – – –
AF
95
Allworth Financial
California
$128K -$1.71K -125 -1%
SO
96
STRS Ohio
Ohio
$117K – – –
Osaic Holdings
97
Osaic Holdings
Arizona
$115K -$559K -40,885 -83%
KBC Group
98
KBC Group
Belgium
$97K – – –
MOACM
99
Mutual of America Capital Management
New York
$89K +$4.48K +328 +5%
CCA
100
Catalyst Capital Advisors
New York
$64K +$1.91K +140 +3%
2 3
4
5 6

FBRT Hedge Fund Activity: Q1 2022 in Review

133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2022, worth a combined $340M — down 2.2% from $347M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FBRT positions and 26 closed out — a net gain of 8 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $16.3M. The largest seller was Paradice Investment Management, exiting entirely with an estimated $20.6M sold.

  • 133 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2022, up from 126 in Q4 2021.
  • Funds reported $340M of Franklin BSP Realty Trust stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 34 funds opened new Franklin BSP Realty Trust positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest Franklin BSP Realty Trust buyer in Q1 2022 was Neuberger Berman Group, an estimated $16.3M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2022 was Paradice Investment Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2022.