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FBRT

Franklin BSP Realty Trust

188 hedge funds and large institutions have $896M invested in Franklin BSP Realty Trust in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,035% more call options, than puts

Call options by funds: $427K | Put options by funds: $20K

74% more capital invested

Capital invested by funds: $514M → $896M (+$382M)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

32% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 22

2.83% more ownership

Funds ownership: 56.73%59.56% (+2.8%)

2% more funds holding

Funds holding: 184188 (+4)

3% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 64

Holders
188
Holders Change
+4
Holders Change %
+2.17%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
29
Increased
62
Reduced
64
Closed
22
Calls
$427K
Puts
$20K
Net Calls
+$407K
Net Calls Change
+$250K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
151
Ameritas Investment Partners
Nebraska
$87.5K
Wells Fargo
152
Wells Fargo
California
$79.3K -$46.2K -3,456 -36%
CCA
153
Catalyst Capital Advisors
New York
$70.8K -$7.36K -550 -9%
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$67.4K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$46K -$1.81K -135 -4%
HWMA
156
Heritage Wealth Management (Arizona)
Arizona
$45.4K +$23.6K +1,760 +100%
CFB
157
Cullen/Frost Bankers
Texas
$34.2K
GI
158
Gradient Investments
Minnesota
$33.1K
ASN
159
Advisory Services Network
Georgia
$26.3K +$27.3K +2,039 New
Fidelity Investments
160
Fidelity Investments
Massachusetts
$26.2K -$312K -23,287 -92%
KC
161
Kenfarb & Co
Kentucky
$21.2K
NECFA
162
New England Capital Financial Advisors
Connecticut
$18.8K +$17.7K +1,324 New
EWA
163
EverSource Wealth Advisors
Alabama
$15.3K +$11K +819 +223%
FHA
164
First Horizon Advisors
Tennessee
$14.2K
TRCT
165
Tower Research Capital (TRC)
New York
$13K -$93.4K -6,981 -87%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.07K -80 -8%
SSB
167
Sandy Spring Bank
Maryland
$11.5K
GRP
168
Global Retirement Partners
California
$10.4K
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$10K
TWA
170
TCI Wealth Advisors
Arizona
$9.83K +$1.02K +76 +11%
BWM
171
Baystate Wealth Management
Massachusetts
$9K
CA
172
CoreCap Advisors
Michigan
$7.83K +$8.12K +607 New
CAS
173
Coppell Advisory Solutions
Texas
$7.73K +$8.02K +599 New
CASC
174
Coppell Advisory Solutions Corp
Texas
$7.73K +$8.02K +599 New
AWM
175
Accurate Wealth Management
Florida
$7.68K +$7.59K +567 New

FBRT Hedge Fund Activity: Q4 2022 in Review

188 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2022, worth a combined $896M — up 74% from $514M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FBRT positions and 22 closed out — a net gain of 7 holders — while 62 added to existing stakes and 64 trimmed.

The largest buyer was Cliffwater, opening a new position worth an estimated $25.3M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $9.64M sold.

  • 188 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2022, up from 184 in Q3 2022.
  • Funds reported $896M of Franklin BSP Realty Trust stock for Q4 2022, up 74% quarter-over-quarter.
  • 29 funds opened new Franklin BSP Realty Trust positions in Q4 2022 and 22 closed out, a net change of +7 holders.
  • The largest Franklin BSP Realty Trust buyer in Q4 2022 was Cliffwater, an estimated $25.3M added.
  • The largest Franklin BSP Realty Trust seller in Q4 2022 was Centersquare Investment Management, an estimated $9.64M sold.

Based on aggregated 13F filings for Q4 2022.