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FBRT

Franklin BSP Realty Trust
FBRT

133 hedge funds and large institutions have $340M invested in Franklin BSP Realty Trust in 2022 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 26

6% more funds holding

Funds holding: 126 → 133 (+7)

2.32% more ownership

Funds ownership: 52.86% → 55.18% (+2.3%)

2% less capital invested

Capital invested by funds: $347M → $340M (-$7.66M)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

97% less call options, than puts

Call options by funds: $20K | Put options by funds: $592K

Holders
133
Holders Change
+7
Holders Change %
+5.56%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
36
Reduced
39
Closed
26
Calls
$20K
Puts
$592K
Net Calls
-$572K
Net Calls Change
+$20K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$16.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$14.2M
3
LPC
Long Pond Capital
New York
+$10.2M
4
OCM
Orchard Capital Management
Illinois
+$7.24M
5
Franklin Resources
Franklin Resources
California
+$6.89M

Top Sellers

Rank Fund Capital Flow
1
PIM
Paradice Investment Management
Colorado
-$20.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$16.4M
3
CIM
Cowen Investment Management
New York
-$5.18M
4
HI
HBK Investments
Texas
-$3.47M
5
CC
Centiva Capital
New York
-$2.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
101
Money Concepts Capital
Florida
$55K +$54.1K +3,959 New
Simplex Trading
102
Simplex Trading
Illinois
$52K -$267K -19,509 -84%
BCMLT
103
Beacon Capital Management LLC (Tennessee)
Tennessee
$43K +$43.4K +3,176 New
QT
104
Quantbot Technologies
New York
$40K +$39.6K +2,900 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$39K +$16.2K +1,186 +70%
AIP
106
Ameritas Investment Partners
Nebraska
$38K – – –
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$37.5K -$97.9K -7,167 -73%
GRP
108
Global Retirement Partners
California
$37K +$36.3K +2,656 New
AWM
109
Atticus Wealth Management
Florida
$24K -$4.69K -343 -17%
KC
110
Kenfarb & Co
Kentucky
$23K – – –
RCM
111
Raleigh Capital Management
North Carolina
$22K +$109 +8 +0.5%
MAM
112
Meeder Asset Management
Ohio
$19K -$3.23K -236 -15%
TRCT
113
Tower Research Capital (TRC)
New York
$17K -$134K -9,837 -89%
CP
114
Castleview Partners
Texas
$13K +$13.6K +995 New
SWM
115
Selective Wealth Management
Virginia
$12K +$11.7K +854 New
AC
116
Almitas Capital
California
$12K +$12.1K +885 New
SFA
117
Semmax Financial Advisors
North Carolina
$9K +$55 +4 +0.6%
NFSG
118
Newbridge Financial Services Group
Florida
$9K +$3.79K +277 +73%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$7K +$6.38K +467 New
HR
120
Howe & Rusling
New York
$6K – – –
SBL
121
Sargent Bickham Lagudis
Colorado
$5K – – –
SPIA
122
Steward Partners Investment Advisory
New York
$4K +$123 +9 +3%
GI
123
Gradient Investments
Minnesota
$4K +$3.48K +255 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
S
125
SignatureFD
Georgia
$2K – – –
3 4
5
6 7

FBRT Hedge Fund Activity: Q1 2022 in Review

133 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2022, worth a combined $340M — down 2.2% from $347M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FBRT positions and 26 closed out — a net gain of 8 holders — while 36 added to existing stakes and 39 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $16.3M. The largest seller was Paradice Investment Management, exiting entirely with an estimated $20.6M sold.

  • 133 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2022, up from 126 in Q4 2021.
  • Funds reported $340M of Franklin BSP Realty Trust stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 34 funds opened new Franklin BSP Realty Trust positions in Q1 2022 and 26 closed out, a net change of +8 holders.
  • The largest Franklin BSP Realty Trust buyer in Q1 2022 was Neuberger Berman Group, an estimated $16.3M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2022 was Paradice Investment Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2022.