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FBRT

Franklin BSP Realty Trust

179 hedge funds and large institutions have $652M invested in Franklin BSP Realty Trust in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $675M → $652M (-$23.8M)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

1.47% less ownership

Funds ownership: 60.82%59.35% (-1.5%)

2% less funds holding

Funds holding: 182179 (-3)

12% less call options, than puts

Call options by funds: $1.23M | Put options by funds: $1.4M

31% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 77

Holders
179
Holders Change
-3
Holders Change %
-1.65%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
53
Reduced
77
Closed
23
Calls
$1.23M
Puts
$1.4M
Net Calls
-$166K
Net Calls Change
-$1.76M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
126
Dark Forest Capital Management
Puerto Rico
$197K +$193K +14,759 New
EWM
127
Endowment Wealth Management
Wisconsin
$197K +$4.93K +378 +3%
MOACM
128
Mutual of America Capital Management
New York
$189K -$2.95K -226 -2%
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$185K -$58.3K -4,466 -24%
SB
130
Strategic Blueprint
Georgia
$183K +$1.04K +80 +0.6%
Amundi
131
Amundi
France
$180K +$54.8K +4,203 +41%
SIAG
132
Safeguard Investment Advisory Group
California
$179K
GWP
133
Gen-Wealth Partners
Michigan
$174K +$170K +13,039 New
FFA
134
Farther Finance Advisors
California
$167K +$162K +12,387 +3,312%
SCM
135
Sollinda Capital Management
Florida
$167K -$6.61K -507 -4%
SOW
136
State of Wyoming
Wyoming
$167K -$98.3K -7,538 -38%
RCM
137
Raleigh Capital Management
North Carolina
$166K +$1.3K +100 +0.8%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$162K +$19.7K +1,508 +14%
TWP
139
Tyche Wealth Partners
Texas
$160K
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$158K
MC
141
Moors & Cabot
Massachusetts
$149K +$146K +11,156 New
GCM
142
Graham Capital Management
Connecticut
$149K -$96.7K -7,412 -40%
SG Americas Securities
143
SG Americas Securities
New York
$136K +$133K +10,217 New
SWM
144
Spire Wealth Management
Virginia
$115K
AIP
145
Ameritas Investment Partners
Nebraska
$110K
PA
146
PSI Advisors
Florida
$96.2K
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$86.8K -$66.6K -5,108 -44%
Lazard Asset Management
148
Lazard Asset Management
New York
$84K -$2.79K -214 -3%
CP
149
Castleview Partners
Texas
$76.9K -$43.5K -3,334 -37%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$64.7K

FBRT Hedge Fund Activity: Q1 2024 in Review

179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q1 2024, worth a combined $652M — down 3.5% from $675M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FBRT and 22 opened new positions — a net loss of 1 holder — while 77 trimmed existing stakes and 53 added.

The largest buyer was 1832 Asset Management, opening a new position worth an estimated $5.87M. The largest seller was Morgan Stanley, cutting an estimated $8.69M.

  • 179 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q1 2024, down from 182 in Q4 2023.
  • Funds reported $652M of Franklin BSP Realty Trust stock for Q1 2024, down 3.5% quarter-over-quarter.
  • 22 funds opened new Franklin BSP Realty Trust positions in Q1 2024 and 23 closed out, a net change of -1 holder.
  • The largest Franklin BSP Realty Trust buyer in Q1 2024 was 1832 Asset Management, an estimated $5.87M added.
  • The largest Franklin BSP Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $8.69M sold.

Based on aggregated 13F filings for Q1 2024.