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FBRT

Franklin BSP Realty Trust

186 hedge funds and large institutions have $646M invested in Franklin BSP Realty Trust in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 79 increasing their positions, 19 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

316% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 19

243% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more capital invested

Capital invested by funds: $340M → $646M (+$307M)

40% more funds holding

Funds holding: 133186 (+53)

1.89% more ownership

Funds ownership: 55.18%57.06% (+1.9%)

Holders
186
Holders Change
+53
Holders Change %
+39.85%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
79
Increased
79
Reduced
19
Closed
23
Calls
$262K
Puts
Net Calls
+$262K
Net Calls Change
+$834K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
151
Gradient Investments
Minnesota
$49K +$47.6K +3,345 +1,312%
BFPW
152
BOK Financial Private Wealth
Colorado
$45K +$46.3K +3,250 New
BCMLT
153
Beacon Capital Management LLC (Tennessee)
Tennessee
$43K
GRP
154
Global Retirement Partners
California
$39K
CA
155
CoreCap Advisors
Michigan
$30K +$31.2K +2,192 New
AW
156
ACG Wealth
Georgia
$29K +$31K +2,175 New
M1FG
157
Mach-1 Financial Group
Arkansas
$24K +$26K +1,829 New
HWMA
158
Heritage Wealth Management (Arizona)
Arizona
$23.7K +$23.6K +1,661 +1,678%
KC
159
Kenfarb & Co
Kentucky
$23K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$22K +$23.4K +1,647 New
S
161
SignatureFD
Georgia
$19K +$17.7K +1,244 +901%
MAM
162
Meeder Asset Management
Ohio
$14K -$5K -351 -25%
FHA
163
First Horizon Advisors
Tennessee
$14K +$15.7K +1,100 New
PFA
164
Professional Financial Advisors
Nebraska
$13K +$13.7K +962 New
BWM
165
Baystate Wealth Management
Massachusetts
$9K +$9.93K +698 New
FBC
166
Fairfield, Bush & Co
Connecticut
$7K +$7.02K +493 New
HFS
167
Hantz Financial Services
Michigan
$6K +$6.73K +473 New
LF
168
Lee Financial
Texas
$5K +$4.5K +316 +903%
EWA
169
EverSource Wealth Advisors
Alabama
$5K +$5.62K +395 New
Macquarie Group
170
Macquarie Group
Australia
$4K
SPIA
171
Steward Partners Investment Advisory
New York
$4K
HI
172
Harbour Investments
Wisconsin
$4K +$4.67K +328 New
TWA
173
TCI Wealth Advisors
Arizona
$4K +$4.68K +329 New
BTI
174
Blue Trust Inc
Georgia
$3K +$3.23K +227 New
FCG
175
Financial Connections Group
California
$2K +$57 +4 +2%

FBRT Hedge Fund Activity: Q2 2022 in Review

186 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2022, worth a combined $646M — up 90% from $340M a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FBRT positions and 23 closed out — a net gain of 56 holders — while 79 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $103M. The largest seller was Long Pond Capital, exiting entirely with an estimated $10.5M sold.

  • 186 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2022, up from 133 in Q1 2022.
  • Funds reported $646M of Franklin BSP Realty Trust stock for Q2 2022, up 90% quarter-over-quarter.
  • 79 funds opened new Franklin BSP Realty Trust positions in Q2 2022 and 23 closed out, a net change of +56 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2022 was BlackRock, an estimated $103M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2022 was Long Pond Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2022.