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FBRT

Franklin BSP Realty Trust
FBRT

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: 177 → 181 (+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: 5 → 3 (-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

Top Buyers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$6.66M
2
Northern Trust
Northern Trust
Illinois
+$4.48M
3
Invesco
Invesco
Georgia
+$3.29M
4
BCM
Beck Capital Management
Texas
+$2.31M
5
AWA
Arete Wealth Advisors
Illinois
+$1.8M

Top Sellers

Rank Fund Capital Flow
1
DMKJ
David M. Knott Jr
-$5.67M
2
PMAM
Penn Mutual Asset Management
Pennsylvania
-$5.66M
3
PAWA
Palo Alto Wealth Advisors
California
-$4.95M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$2.25M
5
BlackRock
BlackRock
New York
-$2.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$184K +$12.5K +951 +8%
DFCM
127
Dark Forest Capital Management
Puerto Rico
$183K +$171K +12,958 New
BAM
128
Belpointe Asset Management
Nevada
$181K -$205K -15,512 -55%
IWN
129
Independent Wealth Network
Iowa
$179K -$45.8K -3,469 -22%
SB
130
Strategic Blueprint
Georgia
$177K +$1.08K +82 +0.7%
AFAS
131
Acorn Financial Advisory Services
Virginia
$176K – – –
PFA
132
Plotkin Financial Advisors
Maryland
$173K -$26.5K -2,007 -14%
CP
133
Castleview Partners
Texas
$173K -$43K -3,258 -21%
RCM
134
Raleigh Capital Management
North Carolina
$171K – – –
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$167K – – –
LCM
136
Lazari Capital Management
California
$161K +$150K +11,387 New
Amundi
137
Amundi
France
$147K +$137K +10,364 New
QT
138
Quantbot Technologies
New York
$144K +$135K +10,203 New
VCM
139
Virtue Capital Management
Tennessee
$144K – – –
BCMLT
140
Beacon Capital Management LLC (Tennessee)
Tennessee
$143K -$32.9K -2,491 -20%
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$142K +$132K +10,021 New
SWM
142
Spire Wealth Management
Virginia
$122K – – –
Lazard Asset Management
143
Lazard Asset Management
New York
$110K +$103K +7,813 New
CCA
144
Catalyst Capital Advisors
New York
$110K +$18.5K +1,400 +22%
PA
145
PSI Advisors
Florida
$102K – – –
KBC Group
146
KBC Group
Belgium
$100K – – –
CAS
147
Coppell Advisory Solutions
Texas
$95.6K +$89.3K +6,770 New
AIP
148
Ameritas Investment Partners
Nebraska
$89.4K – – –
IPW
149
Impact Partnership Wealth
Georgia
$85.9K +$80.1K +6,070 New
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$64.8K – – –
4 5
6
7 8

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.