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FBRT

Franklin BSP Realty Trust
FBRT

126 hedge funds and large institutions have $347M invested in Franklin BSP Realty Trust in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

52.86% more ownership

Funds ownership: 0% → 52.86% (+53%)

37% less call options, than puts

Call options by funds: $1M | Put options by funds: $1.6M

Holders
126
Holders Change
+126
Holders Change %
–
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
126
Increased
–
Reduced
–
Closed
–
Calls
$1M
Puts
$1.6M
Net Calls
-$592K
Net Calls Change
-$592K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$113M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$58M
3
PIM
Paradice Investment Management
Colorado
+$22.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$21.2M
5
State Street
State Street
Massachusetts
+$21M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
101
Carolinas Wealth Consulting
North Carolina
$10K +$10.7K +663 New
RMC
102
Resources Management Corp
Connecticut
$9K +$9.4K +582 New
EVM
103
Eaton Vance Management
Massachusetts
$7K +$8.14K +504 New
NFSG
104
Newbridge Financial Services Group
Florida
$6K +$6.17K +382 New
HR
105
Howe & Rusling
New York
$6K +$6.51K +403 New
SPIA
106
Steward Partners Investment Advisory
New York
$5K +$4.99K +309 New
TWA
107
TCI Wealth Advisors
Arizona
$5K +$4.99K +309 New
HI
108
Harbour Investments
Wisconsin
$5K +$5.3K +328 New
SBL
109
Sargent Bickham Lagudis
Colorado
$5K +$5.3K +328 New
Macquarie Group
110
Macquarie Group
Australia
$4K +$4.81K +298 New
APC
111
Aspire Private Capital
North Carolina
$3K +$3.34K +207 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.99K +123 New
S
113
SignatureFD
Georgia
$2K +$2.23K +138 New
FCG
114
Financial Connections Group
California
$2K +$2.81K +174 New
LF
115
Lee Financial
Texas
$1K +$565 +35 New
QCG
116
Quadrant Capital Group
Ohio
$1K +$743 +46 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$1K +$888 +55 New
LPWM
118
Lake Point Wealth Management
Texas
$1K +$1.11K +69 New
C
119
Covestor
United Kingdom
$1K +$1.37K +85 New
US Bancorp
120
US Bancorp
Minnesota
$1K +$1.52K +94 New
STCOSD
121
Sageworth Trust Company of South Dakota
South Dakota
$1K +$1.57K +97 New
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$971 +$1.05K +65 New
SWA
123
Sutton Wealth Advisors
Florida
$299 +$323 +20 New
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258 +$279K +17,280 New
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
– +$65 +4 New
2 3 4
5
6

FBRT Hedge Fund Activity: Q4 2021 in Review

126 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2021, worth a combined $347M.

Buyers outnumbered sellers: 126 funds opened new FBRT positions and 0 closed out — a net gain of 126 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $113M.

  • 126 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $347M of Franklin BSP Realty Trust stock for Q4 2021.
  • 126 funds opened new Franklin BSP Realty Trust positions in Q4 2021 and 0 closed out, a net change of +126 holders.
  • The largest Franklin BSP Realty Trust buyer in Q4 2021 was BlackRock, an estimated $113M added.

Based on aggregated 13F filings for Q4 2021.