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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$58.4K +$4.93K +378 +9%
SFA
152
Semmax Financial Advisors
North Carolina
$56.1K
KSWA
153
Kathleen S. Wright Associates
Pennsylvania
$45.8K +$44.7K +3,425 New
KBC Group
154
KBC Group
Belgium
$41K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$31K +$20.9K +1,600 +212%
GRP
156
Global Retirement Partners
California
$29.5K +$22.7K +1,740 +374%
NECFA
157
New England Capital Financial Advisors
Connecticut
$19.7K +$483 +37 +3%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$15.9K -$12.6K -966 -45%
Barrow, Hanley, Mewhinney & Strauss
159
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.8K +$15.4K +1,180 New
TRCT
160
Tower Research Capital (TRC)
New York
$14.8K -$367K -28,114 -96%
MG
161
Mather Group
Illinois
$13.1K +$12.6K +967 New
CA
162
CoreCap Advisors
Michigan
$8.98K +$8.77K +672 New
EWA
163
EverSource Wealth Advisors
Alabama
$8.63K
Ohio Public Employees Retirement System (OPERS)
164
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.81K +$5.67K +435 New
RIL
165
Rothschild Investment LLC
Illinois
$4.96K +$130 +10 +3%
GI
166
GAMMA Investing
California
$4.56K +$1.46K +112 +49%
BFEC
167
Benjamin F. Edwards & Company
Missouri
$3K -$431 -33 -13%
C
168
Covestor
United Kingdom
$2K +$1.46K +112 +1,867%
IPW
169
Impact Partnership Wealth
Georgia
$1.81K +$13 +1 +0.7%
A
170
AlphaQuest
New York
$1.4K -$621K -47,600 -100%
OPTFSNA
171
Old Point Trust & Financial Services N A
Virginia
$1.1K +$1.07K +82 New
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$975
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$735
PFBT
174
Parkside Financial Bank & Trust
Missouri
$722
FCA
175
FinTrust Capital Advisors
South Carolina
$481 +$470 +36 New

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.