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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
CA
176
Continuum Advisory
Idaho
$480 +$483 +37 New
UB
177
UMB Bank
Missouri
$428 +$417 +32 New
AWM
178
Avior Wealth Management
Nebraska
$427 +$417 +32 New
ECM
179
Everence Capital Management
Indiana
$286
PMAM
180
Penn Mutual Asset Management
Pennsylvania
-$1.8M -133,156 Closed
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
-$913K -67,593 Closed
Connor, Clark & Lunn Investment Management (CC&L)
182
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$574K -42,518 Closed
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
-$413K -31,676 Closed
SAG
184
SageView Advisory Group
California
-$275K -20,768 Closed
CC
185
Copperleaf Capital
North Carolina
-$231K -17,074 Closed
AFG
186
Atomi Financial Group
New York
-$224K -16,584 Closed
EGM
187
Engineers Gate Manager
New York
-$209K -15,468 Closed
Two Sigma Investments
188
Two Sigma Investments
New York
-$199K -14,725 Closed
CIAS
189
Capital Investment Advisory Services
North Carolina
-$176K -12,994 Closed
IWN
190
Independent Wealth Network
Iowa
-$162K -11,986 Closed
PFA
191
Plotkin Financial Advisors
Maryland
-$154K -11,407 Closed
ACA
192
Aptus Capital Advisors
Alabama
-$142K -10,533 Closed
EC
193
EntryPoint Capital
New York
-$40.7K -3,011 Closed
ASN
194
Advisory Services Network
Georgia
-$23.1K -1,707 Closed
A
195
AJOVista
Massachusetts
-$7.89K -584 Closed
GI
196
Gradient Investments
Minnesota
-$7.4K -548 Closed
FBC
197
Fairfield, Bush & Co
Connecticut
-$6.66K -493 Closed
NA
198
NewEdge Advisors
Louisiana
-$4.74K -351 Closed
HI
199
Harbour Investments
Wisconsin
-$4.43K -328 Closed
HNB
200
Huntington National Bank
Ohio
-$581 -43 Closed

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.