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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
AFP
76
Ausdal Financial Partners
Iowa
$543K -$26.8K -1,999 -5%
Deutsche Bank
77
Deutsche Bank
Germany
$529K +$72.6K +5,423 +15%
CA
78
Cetera Advisors
Colorado
$523K -$21K -1,569 -4%
Truist Financial
79
Truist Financial
North Carolina
$518K +$538K +40,170 New
Barclays
80
Barclays
United Kingdom
$516K +$245K +18,292 +84%
LSERS
81
Louisiana State Employees Retirement System
Louisiana
$506K -$10.7K -800 -2%
AWA
82
Arkadios Wealth Advisors
Georgia
$489K -$279K -20,851 -35%
AB
83
Amalgamated Bank
New York
$485K -$5.47K -409 -1%
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
$468K +$19.5K +1,457 +4%
CA
85
Calton & Associates
Florida
$461K +$191K +14,270 +67%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$453K +$96K +7,172 +26%
MSRPS
87
Maryland State Retirement & Pension System
Maryland
$438K +$454K +33,952 New
VOYA Investment Management
88
VOYA Investment Management
Georgia
$431K
AG
89
Algert Global
California
$428K -$98.2K -7,340 -18%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$425K +$9.58K +716 +2%
IP
91
Ignite Planners
California
$407K -$11.5K -860 -3%
BAM
92
Belpointe Asset Management
Nevada
$392K -$6.02K -450 -1%
BAWC
93
Boyce & Associates Wealth Consulting
Texas
$381K
KM
94
Kalos Management
Georgia
$376K +$199K +14,868 +104%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$354K -$31.9K -2,387 -8%
OPERF
96
Oregon Public Employees Retirement Fund
Oregon
$354K -$2.69K -201 -0.7%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$350K
BCM
98
Brookstone Capital Management
Illinois
$345K -$309K -23,107 -48%
LSV Asset Management
99
LSV Asset Management
Illinois
$339K
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$332K

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.