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FBRT

Franklin BSP Realty Trust

188 hedge funds and large institutions have $627M invested in Franklin BSP Realty Trust in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 66 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $1.37M | Put options by funds: $587K

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

5% more funds holding

Funds holding: 179188 (+9)

1.35% more ownership

Funds ownership: 59.35%60.7% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $652M → $627M (-$24.4M)

8% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 66

Holders
188
Holders Change
+9
Holders Change %
+5.03%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
61
Reduced
66
Closed
18
Calls
$1.37M
Puts
$587K
Net Calls
+$786K
Net Calls Change
+$952K
Name Holding Trade Value Shares
Change
Change in
Stake
YAL
151
Your Advocates Ltd
Texas
$87.9K +$76.4K +5,996 New
BCMLT
152
Beacon Capital Management LLC (Tennessee)
Tennessee
$79.9K -$2.04K -160 -2%
CP
153
Castleview Partners
Texas
$69.6K -$2.98K -234 -4%
SFA
154
Semmax Financial Advisors
North Carolina
$53.4K
KSWA
155
Kathleen S. Wright Associates
Pennsylvania
$43.2K
FC
156
Fairscale Capital
New Hampshire
$41.5K +$39.6K +3,111 New
KBC Group
157
KBC Group
Belgium
$39K
EC
158
EntryPoint Capital
New York
$35.4K +$35.8K +2,809 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$31K +$1.43K +112 +5%
SWM
160
Spire Wealth Management
Virginia
$28.2K -$81K -6,358 -74%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$23.1K +$8.27K +649 +55%
NECFA
162
New England Capital Financial Advisors
Connecticut
$19.1K +$522 +41 +3%
Barrow, Hanley, Mewhinney & Strauss
163
Barrow, Hanley, Mewhinney & Strauss
Texas
$14.9K
MG
164
Mather Group
Illinois
$12.9K
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.6K +$6.23K +489 +112%
EWA
166
EverSource Wealth Advisors
Alabama
$9.56K
CA
167
CoreCap Advisors
Michigan
$8.47K
GI
168
GAMMA Investing
California
$8.09K +$3.83K +301 +88%
SP
169
SWS Partners
Ohio
$5.58K +$5.64K +443 New
RIL
170
Rothschild Investment LLC
Illinois
$5.18K +$509 +40 +11%
SAM
171
Smartleaf Asset Management
Massachusetts
$5K +$5.02K +394 New
JPWM
172
Jamison Private Wealth Management
Georgia
$4.9K +$4.95K +389 New
TWP
173
Triad Wealth Partners
Kansas
$2.61K +$2.64K +207 New
CFM
174
Catalyst Funds Management
Australia
$2.52K +$2.55K +200 New
BFEC
175
Benjamin F. Edwards & Company
Missouri
$2K -$662 -52 -24%

FBRT Hedge Fund Activity: Q2 2024 in Review

188 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2024, worth a combined $627M — down 3.7% from $652M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FBRT positions and 18 closed out — a net gain of 13 holders — while 61 added to existing stakes and 66 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $5.66M. The largest seller was Franklin Resources, cutting an estimated $5.03M.

  • 188 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2024, up from 179 in Q1 2024.
  • Funds reported $627M of Franklin BSP Realty Trust stock for Q2 2024, down 3.7% quarter-over-quarter.
  • 31 funds opened new Franklin BSP Realty Trust positions in Q2 2024 and 18 closed out, a net change of +13 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $5.66M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2024 was Franklin Resources, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2024.