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FBRT

Franklin BSP Realty Trust
FBRT

177 hedge funds and large institutions have $583M invested in Franklin BSP Realty Trust in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $465K | Put options by funds: $130K

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.68% less ownership

Funds ownership: 59.56% → 58.88% (-0.68%)

6% less funds holding

Funds holding: 188 → 177 (-11)

27% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 74

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

35% less capital invested

Capital invested by funds: $896M → $583M (-$313M)

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
2.82%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
54
Reduced
74
Closed
20
Calls
$465K
Puts
$130K
Net Calls
+$335K
Net Calls Change
-$72K

Top Buyers

Rank Fund Capital Flow
1
C
Cliffwater
California
+$4.1M
2
PMAM
Penn Mutual Asset Management
Pennsylvania
+$3.51M
3
Invesco
Invesco
Georgia
+$2.44M
4
First Trust Advisors
First Trust Advisors
Illinois
+$1.19M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$766K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.34M
2
UCFA
United Capital Financial Advisors
Texas
-$2.12M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
-$1.7M
4
SIA
Schechter Investment Advisors
Michigan
-$1.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$437K +$273K +20,353 +125%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$432K – – –
CF
78
Centaurus Financial
California
$417K -$172K -12,810 -27%
AB
79
Amalgamated Bank
New York
$413K -$39.7K -2,966 -8%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$398K – – –
MSRPS
81
Maryland State Retirement & Pension System
Maryland
$396K -$9.88K -737 -2%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$394K +$1.62K +121 +0.4%
CC
83
Copperleaf Capital
North Carolina
$381K +$428K +31,967 New
Jane Street
84
Jane Street
New York
$373K -$717K -53,530 -63%
MCC
85
Money Concepts Capital
Florida
$371K -$184K -13,732 -31%
KM
86
Kalos Management
Georgia
$357K +$10K +749 +3%
IP
87
Ignite Planners
California
$354K – – –
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$350K +$29.3K +2,185 +8%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$348K +$46.2K +3,450 +13%
PCM
90
Penserra Capital Management
California
$341K +$72.3K +5,394 +23%
BAM
91
Belpointe Asset Management
Nevada
$337K -$28.6K -2,134 -7%
BCM
92
Brookstone Capital Management
Illinois
$328K +$11.1K +827 +3%
Wells Fargo
93
Wells Fargo
California
$318K +$275K +20,498 +333%
OPERF
94
Oregon Public Employees Retirement Fund
Oregon
$316K -$13K -970 -4%
LSV Asset Management
95
LSV Asset Management
Illinois
$313K – – –
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$307K – – –
CIAS
97
Capital Investment Advisory Services
North Carolina
$302K +$37.2K +2,777 +12%
ASRS
98
Arizona State Retirement System
Arizona
$285K +$3.47K +259 +1%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$283K – – –
SEI Investments
100
SEI Investments
Pennsylvania
$276K +$35.9K +2,676 +13%
2 3
4
5 6

FBRT Hedge Fund Activity: Q1 2023 in Review

177 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2023, worth a combined $583M — down 35% from $896M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FBRT and 14 opened new positions — a net loss of 6 holders — while 74 trimmed existing stakes and 54 added.

The largest buyer was Cliffwater, adding an estimated $4.1M. The largest seller was BlackRock, cutting an estimated $2.34M.

  • 177 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2023, down from 188 in Q4 2022.
  • Funds reported $583M of Franklin BSP Realty Trust stock for Q1 2023, down 35% quarter-over-quarter.
  • 14 funds opened new Franklin BSP Realty Trust positions in Q1 2023 and 20 closed out, a net change of -6 holders.
  • The largest Franklin BSP Realty Trust buyer in Q1 2023 was Cliffwater, an estimated $4.1M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2023 was BlackRock, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2023.