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
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$488K -$16.7K -1,290 -3%
Amundi
77
Amundi
France
$488K +$325K +25,139 +175%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$477K +$29.2K +2,262 +6%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$465K -$11.5K -887 -2%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$453K
CF
81
Centaurus Financial
California
$429K -$52.3K -4,045 -11%
Creative Planning
82
Creative Planning
Kansas
$427K -$97.9K -7,572 -18%
KA
83
Klingman & Associates
New York
$410K +$3.36K +260 +0.8%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$399K -$3.19K -247 -0.8%
YCM
85
Yousif Capital Management
Michigan
$389K -$3.36K -260 -0.8%
OCM
86
Orchard Capital Management
Illinois
$380K +$23.5K +1,822 +6%
IIM
87
INTECH Investment Management
Florida
$380K +$225K +17,388 +135%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$372K +$5.35K +414 +1%
MFG
89
Magnus Financial Group
New York
$371K
VI
90
Vestcor Inc
New Brunswick, Canada
$362K -$31.9K -2,471 -8%
Comerica Bank
91
Comerica Bank
Texas
$352K -$18.1K -1,404 -5%
BCM
92
Beck Capital Management
Texas
$351K -$28.3K -2,189 -7%
MSRPS
93
Maryland State Retirement & Pension System
Maryland
$347K
KAS
94
Kestra Advisory Services
Texas
$346K +$356K +27,560 New
TRSOTSOK
95
Teachers Retirement System of the State of Kentucky
Kentucky
$341K
LSV Asset Management
96
LSV Asset Management
Illinois
$329K
AWM
97
Apollon Wealth Management
South Carolina
$323K +$62.3K +4,819 +23%
TC
98
TownSquare Capital
Utah
$322K +$75.1K +5,813 +29%
ProShare Advisors
99
ProShare Advisors
Maryland
$310K +$98.4K +7,615 +44%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$309K

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.