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FBRT

Franklin BSP Realty Trust
FBRT

185 hedge funds and large institutions have $642M invested in Franklin BSP Realty Trust in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

881% more call options, than puts

Call options by funds: $795K | Put options by funds: $81K

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 181 → 185 (+4)

3% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 63

0.27% less ownership

Funds ownership: 59.23% → 58.96% (-0.27%)

7% less capital invested

Capital invested by funds: $691M → $642M (-$48.5M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
185
Holders Change
+4
Holders Change %
+2.21%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
65
Reduced
63
Closed
15
Calls
$795K
Puts
$81K
Net Calls
+$714K
Net Calls Change
-$327K

Top Buyers

Rank Fund Capital Flow
1
AI
AXS Investments
New York
+$2.57M
2
First Trust Advisors
First Trust Advisors
Illinois
+$2.2M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.39M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.2M
5
C
Cliffwater
California
+$1.07M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.86M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$4.14M
3
JFG
Jefferies Financial Group
New York
-$4.01M
4
DMKJ
David M. Knott Jr
-$1.41M
5
UBS Group
UBS Group
Switzerland
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
126
Mutual of America Capital Management
New York
$191K -$23.1K -1,662 -10%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$186K – – –
EWM
128
Endowment Wealth Management
Wisconsin
$185K +$4.93K +354 +3%
SB
129
Strategic Blueprint
Georgia
$179K +$13.6K +978 +8%
SIAG
130
Safeguard Investment Advisory Group
California
$177K – – –
APWA
131
Atlas Private Wealth Advisors
New Jersey
$177K +$186K +13,369 New
GCM
132
Graham Capital Management
Connecticut
$172K +$181K +13,010 New
BAM
133
Belpointe Asset Management
Nevada
$169K – – –
IWN
134
Independent Wealth Network
Iowa
$168K +$599 +43 +0.3%
ProShare Advisors
135
ProShare Advisors
Maryland
$167K -$4.61K -331 -3%
CP
136
Castleview Partners
Texas
$162K – – –
RCM
137
Raleigh Capital Management
North Carolina
$161K +$1.39K +100 +0.8%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$156K – – –
PFA
139
Plotkin Financial Advisors
Maryland
$156K -$6.68K -480 -4%
HF
140
HRT Financial
New York
$155K +$164K +11,782 New
SAG
141
SageView Advisory Group
California
$153K +$161K +11,550 New
Wealth Enhancement Advisory Services
142
Wealth Enhancement Advisory Services
Minnesota
$151K +$159K +11,437 New
LCM
143
Lazari Capital Management
California
$151K – – –
AFAS
144
Acorn Financial Advisory Services
Virginia
$149K -$16K -1,152 -9%
VCM
145
Virtue Capital Management
Tennessee
$144K – – –
BCMLT
146
Beacon Capital Management LLC (Tennessee)
Tennessee
$143K – – –
Fisher Asset Management
147
Fisher Asset Management
Washington
$133K -$53.6K -3,846 -28%
Amundi
148
Amundi
France
$131K – – –
Lazard Asset Management
149
Lazard Asset Management
New York
$118K +$15.6K +1,121 +14%
SWM
150
Spire Wealth Management
Virginia
$114K – – –
4 5
6
7 8

FBRT Hedge Fund Activity: Q3 2023 in Review

185 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q3 2023, worth a combined $642M — down 7% from $691M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FBRT positions and 15 closed out — a net gain of 4 holders — while 65 added to existing stakes and 63 trimmed.

The largest buyer was AXS Investments, opening a new position worth an estimated $2.57M. The largest seller was BlackRock, cutting an estimated $4.86M.

  • 185 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q3 2023, up from 181 in Q2 2023.
  • Funds reported $642M of Franklin BSP Realty Trust stock for Q3 2023, down 7% quarter-over-quarter.
  • 19 funds opened new Franklin BSP Realty Trust positions in Q3 2023 and 15 closed out, a net change of +4 holders.
  • The largest Franklin BSP Realty Trust buyer in Q3 2023 was AXS Investments, an estimated $2.57M added.
  • The largest Franklin BSP Realty Trust seller in Q3 2023 was BlackRock, an estimated $4.86M sold.

Based on aggregated 13F filings for Q3 2023.