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FBRT

Franklin BSP Realty Trust

188 hedge funds and large institutions have $896M invested in Franklin BSP Realty Trust in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,035% more call options, than puts

Call options by funds: $427K | Put options by funds: $20K

74% more capital invested

Capital invested by funds: $514M → $896M (+$382M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

2.83% more ownership

Funds ownership: 56.73%59.56% (+2.8%)

2% more funds holding

Funds holding: 184188 (+4)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
29
Increased
62
Reduced
64
Closed
22
Calls
$427K
Puts
$20K
Net Calls
+$407K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
126
Plotkin Financial Advisors
Maryland
$184K -$1.28K -96 -0.7%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$182K +$776 +58 +0.4%
SIAG
128
Safeguard Investment Advisory Group
California
$173K
Fisher Asset Management
129
Fisher Asset Management
Washington
$172K -$66.4K -4,963 -27%
DI
130
DFPG Investments
Utah
$170K +$166K +12,413 New
ProShare Advisors
131
ProShare Advisors
Maryland
$169K +$20.3K +1,518 +13%
EWM
132
Endowment Wealth Management
Wisconsin
$166K +$5.35K +400 +3%
AFAS
133
Acorn Financial Advisory Services
Virginia
$160K
SB
134
Strategic Blueprint
Georgia
$160K -$87.1K -6,508 -34%
RCM
135
Raleigh Capital Management
North Carolina
$156K
JW
136
Jenkins Wealth
Colorado
$154K +$160K +11,931 New
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$154K +$160K +11,925 New
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$152K
Millennium Management
139
Millennium Management
New York
$150K +$155K +11,595 New
PA
140
PFG Advisors
Arizona
$149K +$154K +11,526 New
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$135K -$69K -5,157 -33%
BCM
142
Beck Capital Management
Texas
$134K +$139K +10,405 New
Zurich Cantonal Bank
143
Zurich Cantonal Bank
Switzerland
$134K +$22.3K +1,663 +19%
VCM
144
Virtue Capital Management
Tennessee
$133K +$138K +10,310 New
William Blair & Company
145
William Blair & Company
Illinois
$133K -$400K -29,921 -74%
Citadel Advisors
146
Citadel Advisors
Florida
$131K -$68.6K -5,123 -34%
SWM
147
Spire Wealth Management
Virginia
$94K
SFA
148
Semmax Financial Advisors
North Carolina
$94K +$776 +58 +0.9%
PA
149
PSI Advisors
Florida
$92.9K
KBC Group
150
KBC Group
Belgium
$91K

FBRT Hedge Fund Activity: Q4 2022 in Review

188 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2022, worth a combined $896M — up 74% from $514M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FBRT positions and 22 closed out — a net gain of 7 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Cliffwater, opening a new position worth an estimated $25.3M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $9.64M sold.

  • 188 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2022, up from 184 in Q3 2022.
  • Funds reported $896M of Franklin BSP Realty Trust stock for Q4 2022, up 74% quarter-over-quarter.
  • 29 funds opened new Franklin BSP Realty Trust positions in Q4 2022 and 22 closed out, a net change of +7 holders.
  • The largest Franklin BSP Realty Trust buyer in Q4 2022 was Cliffwater, an estimated $25.3M added.
  • The largest Franklin BSP Realty Trust seller in Q4 2022 was Centersquare Investment Management, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2022.