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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
IAN
76
Integrated Advisors Network
Texas
$535K -$18.1K -1,388 -3%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$526K -$6.42K -492 -1%
CAN
78
Cetera Advisor Networks
California
$523K +$55.4K +4,247 +12%
YCM
79
Yousif Capital Management
Michigan
$496K -$45.7K -3,500 -9%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$488K +$13 +1 +0%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$486K -$17.1K -1,307 -3%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$485K -$364K -27,902 -43%
Comerica Bank
83
Comerica Bank
Texas
$470K -$46.1K -3,536 -9%
AI
84
Atom Investors
Texas
$457K +$446K +34,190 New
Wells Fargo
85
Wells Fargo
California
$456K +$50.5K +3,874 +13%
CF
86
Centaurus Financial
California
$449K +$86.3K +6,619 +24%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$423K -$6.5M -498,222 -93%
VI
88
Vestcor Inc
New Brunswick, Canada
$418K -$6.77K -519 -2%
Truist Financial
89
Truist Financial
North Carolina
$396K +$387K +29,670 New
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$383K +$78.1K +5,989 +26%
RFS
91
Retirement Financial Solutions
Tennessee
$374K -$49.3K -3,779 -12%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$369K
MSRPS
93
Maryland State Retirement & Pension System
Maryland
$364K
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$364K
LSV Asset Management
95
LSV Asset Management
Illinois
$351K
BCM
96
Brookstone Capital Management
Illinois
$347K +$10.2K +781 +3%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$344K -$386K -29,561 -53%
KA
98
Klingman & Associates
New York
$343K +$2.95K +226 +0.9%
AB
99
Amalgamated Bank
New York
$336K -$60.8K -4,657 -16%
GWM
100
Geneos Wealth Management
Colorado
$330K -$7.83K -600 -2%

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.