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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
AB
101
Amalgamated Bank
New York
$302K -$2.82K -218 -0.9%
ASRS
102
Arizona State Retirement System
Arizona
$298K +$2.25K +174 +0.7%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$298K
MHIC
104
Marble Harbor Investment Counsel
Massachusetts
$280K
HCM
105
Hodges Capital Management
Texas
$272K +$93.3K +7,216 +50%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$264K -$2.67K -207 -1%
MC
107
Moors & Cabot
Massachusetts
$263K +$49.6K +3,841 +22%
BCI
108
Brinker Capital Investments
Pennsylvania
$262K +$16K +1,238 +6%
OPS
109
Orion Portfolio Solutions
Nebraska
$262K +$16K +1,238 +6%
AWA
110
Arkadios Wealth Advisors
Georgia
$259K -$6.76K -523 -2%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$258K -$29.1K -2,253 -10%
PAG
112
Private Advisor Group
New Jersey
$253K +$9.25K +716 +4%
MA
113
Mutual Advisors
Nebraska
$247K +$18.1K +1,402 +8%
GWM
114
Geneos Wealth Management
Colorado
$244K +$78 +6 +0%
XT
115
XTX Topco
Cayman Islands
$244K +$251K +19,428 New
OPERF
116
Oregon Public Employees Retirement Fund
Oregon
$241K
CAM
117
Concorde Asset Management
Michigan
$233K -$5.17K -400 -2%
RFS
118
Retirement Financial Solutions
Tennessee
$221K -$23.4K -1,812 -9%
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$219K -$246 -19 -0.1%
SEI Investments
120
SEI Investments
Pennsylvania
$211K -$131K -10,159 -38%
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$207K +$213K +16,507 New
TCM
122
Triumph Capital Management
Colorado
$204K -$32.3K -2,500 -13%
EWM
123
Endowment Wealth Management
Wisconsin
$201K +$5.62K +435 +3%
KK
124
KLP Kapitalforvaltning
Norway
$194K +$196K +15,142 New
IP
125
Ignite Planners
California
$192K -$26.7K -2,064 -12%

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.