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FBRT

Franklin BSP Realty Trust

181 hedge funds and large institutions have $691M invested in Franklin BSP Realty Trust in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,718% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $28K

19% more capital invested

Capital invested by funds: $583M → $691M (+$108M)

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 177181 (+4)

0.36% more ownership

Funds ownership: 58.88%59.23% (+0.36%)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
181
Holders Change
+4
Holders Change %
+2.26%
% of All Funds
2.84%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
58
Reduced
67
Closed
23
Calls
$1.07M
Puts
$28K
Net Calls
+$1.04M
Net Calls Change
+$706K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$1K +$1.19K +90 New
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$779
QCG
178
Quadrant Capital Group
Ohio
$510 +$475 +36 New
CWC
179
Carolinas Wealth Consulting
North Carolina
$450 -$251 -19 -38%
AWM
180
Abound Wealth Management
Tennessee
$383 +$356 +27 New
PAWA
181
Palo Alto Wealth Advisors
California
-$4.95M -402,658 Closed
E
182
Ergoteles
New York
-$597K -50,000 Closed
AFP
183
Ausdal Financial Partners
Iowa
-$519K -43,509 Closed
HF
184
HRT Financial
New York
-$274K -23,021 Closed
MHS
185
M Holdings Securities
Oregon
-$215K -18,295 Closed
DI
186
DFPG Investments
Utah
-$149K -12,474 Closed
SPC
187
Sigma Planning Corp
Michigan
-$145K -12,142 Closed
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
-$132K -11,059 Closed
KAS
189
Kestra Advisory Services
Texas
-$129K -10,839 Closed
Squarepoint
190
Squarepoint
New York
-$127K -10,623 Closed
State of Wisconsin Investment Board
191
State of Wisconsin Investment Board
Wisconsin
-$124K -10,401 Closed
PA
192
PFG Advisors
Arizona
-$123K -10,304 Closed
William Blair & Company
193
William Blair & Company
Illinois
-$123K -10,277 Closed
AAS
194
Ameritas Advisory Services
Nebraska
-$80.3K -6,367 Closed
ASN
195
Advisory Services Network
Georgia
-$24.3K -2,039 Closed
IA
196
IFP Advisors
Florida
-$27.6K -1,541 Closed
TWA
197
TCI Wealth Advisors
Arizona
-$9.81K -822 Closed
Citadel Advisors
198
Citadel Advisors
Florida
-$9.22K -699 Closed
SSB
199
Sandy Spring Bank
Maryland
-$4.77K -400 Closed
FCG
200
Financial Connections Group
California
-$2K -197 Closed

FBRT Hedge Fund Activity: Q2 2023 in Review

181 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q2 2023, worth a combined $691M — up 19% from $583M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FBRT positions and 23 closed out — a net gain of 4 holders — while 58 added to existing stakes and 67 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $6.66M. The largest seller was David M. Knott Jr, cutting an estimated $5.67M.

  • 181 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q2 2023, up from 177 in Q1 2023.
  • Funds reported $691M of Franklin BSP Realty Trust stock for Q2 2023, up 19% quarter-over-quarter.
  • 27 funds opened new Franklin BSP Realty Trust positions in Q2 2023 and 23 closed out, a net change of +4 holders.
  • The largest Franklin BSP Realty Trust buyer in Q2 2023 was Mirae Asset Global Investments, an estimated $6.66M added.
  • The largest Franklin BSP Realty Trust seller in Q2 2023 was David M. Knott Jr, an estimated $5.67M sold.

Based on aggregated 13F filings for Q2 2023.