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FBRT

Franklin BSP Realty Trust

188 hedge funds and large institutions have $627M invested in Franklin BSP Realty Trust in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $587K

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

5% more funds holding

Funds holding: 179188 (+9)

1.35% more ownership

Funds ownership: 59.35%60.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $652M → $627M (-$24.4M)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
61
Reduced
66
Closed
18
Calls
$1.37M
Puts
$587K
Net Calls
+$786K
Net Calls Change
+$952K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$316K -$1.09K -86 -0.3%
RFS
102
Retirement Financial Solutions
Tennessee
$313K -$40.1K -3,147 -11%
SPA
103
Sherbrooke Park Advisers
New York
$301K +$304K +23,895 New
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$299K +$127 +10 +0%
Lazard Asset Management
105
Lazard Asset Management
New York
$297K +$220K +17,282 +274%
ASRS
106
Arizona State Retirement System
Arizona
$290K +$5.54K +435 +2%
CC
107
Centiva Capital
New York
$287K +$291K +22,813 New
MCC
108
Money Concepts Capital
Florida
$271K
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$266K +$92.7K +7,280 +53%
AWA
110
Arkadios Wealth Advisors
Georgia
$263K +$19.2K +1,509 +8%
PCIA
111
Prime Capital Investment Advisors
Kansas
$260K -$317K -24,926 -55%
TCM
112
Triumph Capital Management
Colorado
$252K
GWM
113
Geneos Wealth Management
Colorado
$251K -$60.4K -4,744 -19%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$250K -$26.7K -2,100 -10%
YIH
115
Y-Intercept (HK)
Hong Kong
$248K +$250K +19,649 New
IP
116
Ignite Planners
California
$245K -$33.1K -2,600 -12%
MA
117
Mutual Advisors
Nebraska
$244K +$981 +77 +0.4%
BRWA
118
B. Riley Wealth Advisors
Florida
$240K -$17K -1,334 -7%
BCI
119
Brinker Capital Investments
Pennsylvania
$230K +$233K +18,258 New
OPS
120
Orion Portfolio Solutions
Nebraska
$230K +$233K +18,258 New
TC
121
TownSquare Capital
Utah
$227K +$230K +18,024 New
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$222K -$1.06K -83 -0.5%
RIA
123
Realta Investment Advisors
Delaware
$218K
Victory Capital Management
124
Victory Capital Management
Texas
$206K -$2.19K -172 -1%
CAS
125
Coppell Advisory Solutions
Texas
$195K +$197K +15,482 New

FBRT Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2024, worth a combined $627M — down 3.7% from $652M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FBRT positions and 18 closed out — a net gain of 13 holders — while 61 added to existing stakes and 66 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $5.66M. The largest seller was Franklin Resources, cutting an estimated $5.03M.

  • 188 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2024, up from 179 in Q1 2024.
  • Funds reported $627M of Franklin BSP Realty Trust stock for Q2 2024, down 3.7% quarter-over-quarter.
  • 31 funds opened new Franklin BSP Realty Trust positions in Q2 2024 and 18 closed out, a net change of +13 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $5.66M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2024 was Franklin Resources, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2024.