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FBRT

Franklin BSP Realty Trust

187 hedge funds and large institutions have $652M invested in Franklin BSP Realty Trust in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,415% more call options, than puts

Call options by funds: $5.14M | Put options by funds: $339K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more capital invested

Capital invested by funds: $627M → $652M (+$24.7M)

0.24% more ownership

Funds ownership: 60.7%60.94% (+0.24%)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 188187 (-1)

19% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 73

Holders
187
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.69%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
59
Reduced
73
Closed
22
Calls
$5.14M
Puts
$339K
Net Calls
+$4.8M
Net Calls Change
+$4.01M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Endowment Wealth Management
Wisconsin
$203K +$5.59K +426 +3%
SO
127
STRS Ohio
Ohio
$195K
Victory Capital Management
128
Victory Capital Management
Texas
$192K -$21.5K -1,638 -10%
HCM
129
Hodges Capital Management
Texas
$189K +$190K +14,476 New
Amundi
130
Amundi
France
$181K +$34.8K +2,648 +23%
SIAG
131
Safeguard Investment Advisory Group
California
$175K
IIM
132
INTECH Investment Management
Florida
$168K +$169K +12,880 New
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$167K +$168K +12,818 New
RCM
134
Raleigh Capital Management
North Carolina
$163K
SCM
135
Sollinda Capital Management
Florida
$163K
MOACM
136
Mutual of America Capital Management
New York
$161K -$15.1K -1,149 -9%
CAS
137
Coppell Advisory Solutions
Texas
$158K -$49.4K -3,760 -24%
TWP
138
Tyche Wealth Partners
Texas
$156K
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$154K
AWM
140
AE Wealth Management
Kansas
$147K -$254K -19,313 -63%
CAM
141
Cresset Asset Management
Illinois
$146K +$143K +10,878 New
AC
142
AlphaCore Capital
California
$138K +$3.69K +281 +3%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$136K +$136K +10,381 New
Cerity Partners
144
Cerity Partners
New York
$133K +$133K +10,149 New
AIP
145
Ameritas Investment Partners
Nebraska
$108K
SOW
146
State of Wyoming
Wyoming
$102K -$66.9K -5,094 -39%
Lazard Asset Management
147
Lazard Asset Management
New York
$95K -$214K -16,289 -69%
BCMLT
148
Beacon Capital Management LLC (Tennessee)
Tennessee
$82.8K
GWP
149
Gen-Wealth Partners
Michigan
$81.7K -$75.4K -5,746 -48%
SPIA
150
Steward Partners Investment Advisory
New York
$75.9K +$76.3K +5,810 New

FBRT Hedge Fund Activity: Q3 2024 in Review

187 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q3 2024, worth a combined $652M — up 3.9% from $627M a quarter earlier.

Fund positioning in FBRT was balanced in Q3 2024: 22 funds opened new positions, 22 closed out, 59 added to existing stakes and 73 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.02M. The largest seller was Orchard Capital Management, cutting an estimated $7.27M.

  • 187 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q3 2024, down from 188 in Q2 2024.
  • Funds reported $652M of Franklin BSP Realty Trust stock for Q3 2024, up 3.9% quarter-over-quarter.
  • 22 funds opened new Franklin BSP Realty Trust positions in Q3 2024 and 22 closed out, a net change of 0 holders.
  • The largest Franklin BSP Realty Trust buyer in Q3 2024 was Vanguard Group, an estimated $4.02M added.
  • The largest Franklin BSP Realty Trust seller in Q3 2024 was Orchard Capital Management, an estimated $7.27M sold.

Based on aggregated 13F filings for Q3 2024.