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FBRT

Franklin BSP Realty Trust

181 hedge funds and large institutions have $691M invested in Franklin BSP Realty Trust in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,718% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $28K

19% more capital invested

Capital invested by funds: $583M → $691M (+$108M)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 177181 (+4)

0.36% more ownership

Funds ownership: 58.88%59.23% (+0.36%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
58
Reduced
67
Closed
23
Calls
$1.07M
Puts
$28K
Net Calls
+$1.04M
Net Calls Change
+$706K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
101
Magnus Financial Group
New York
$331K +$46K +3,490 +18%
ASRS
102
Arizona State Retirement System
Arizona
$330K -$8.14K -617 -3%
SEI Investments
103
SEI Investments
Pennsylvania
$329K +$699 +53 +0.2%
CA
104
Calton & Associates
Florida
$323K +$343 +26 +0.1%
TCM
105
Triumph Capital Management
Colorado
$301K +$274K +20,768 New
CF
106
Centaurus Financial
California
$295K -$186K -14,081 -40%
ECM
107
Everence Capital Management
Indiana
$289K
BRWA
108
B. Riley Wealth Advisors
Florida
$285K -$9.79K -742 -4%
GCP
109
GSA Capital Partners
United Kingdom
$272K +$253K +19,202 New
GG
110
Golden Green
South Carolina
$269K +$26.5K +2,012 +12%
UCFA
111
United Capital Financial Advisors
Texas
$268K -$18.8K -1,429 -7%
RIA
112
Realta Investment Advisors
Delaware
$264K -$2.44K -185 -1%
AFG
113
Atomi Financial Group
New York
$258K +$106K +8,007 +78%
SO
114
STRS Ohio
Ohio
$249K
Jane Street
115
Jane Street
New York
$243K -$186K -14,117 -45%
CAN
116
Cetera Advisor Networks
California
$229K +$8.12K +616 +4%
MOACM
117
Mutual of America Capital Management
New York
$228K -$12.1K -914 -5%
Victory Capital Management
118
Victory Capital Management
Texas
$206K -$2.73K -207 -1%
MA
119
Mutual Advisors
Nebraska
$205K +$191K +14,447 New
Baird Financial Group
120
Baird Financial Group
Wisconsin
$200K -$435 -33 -0.2%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$199K
RJA
122
Raymond James & Associates
Florida
$198K -$91.6K -6,948 -33%
Fisher Asset Management
123
Fisher Asset Management
Washington
$197K +$7.62K +578 +4%
EWM
124
Endowment Wealth Management
Wisconsin
$193K +$5.12K +388 +3%
SIAG
125
Safeguard Investment Advisory Group
California
$189K

FBRT Hedge Fund Activity: Q2 2023 in Review

181 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2023, worth a combined $691M — up 19% from $583M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FBRT positions and 23 closed out — a net gain of 4 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.66M. The largest seller was David M. Knott Jr, cutting an estimated $5.67M.

  • 181 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2023, up from 177 in Q1 2023.
  • Funds reported $691M of Franklin BSP Realty Trust stock for Q2 2023, up 19% quarter-over-quarter.
  • 27 funds opened new Franklin BSP Realty Trust positions in Q2 2023 and 23 closed out, a net change of +4 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $6.66M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2023 was David M. Knott Jr, an estimated $5.67M sold.

Based on aggregated 13F filings for Q2 2023.