Franklin BSP Realty Trust
FBRT
182 hedge funds and large institutions have $675M invested in Franklin BSP Realty Trust in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 26 closing their positions.
9,376% more call options, than puts
Call options by funds: $1.61M | Put options by funds: $17K
5% more capital invested
Capital invested by funds: $642M → $675M (+$32.9M)
1.86% more ownership
Funds ownership: 58.96% → 60.82% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 26
8% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 64
2% less funds holding
Funds holding: 185 → 182 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.4M |
| 2 |
BlackRock
New York
|
+$5.29M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$4.16M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$2.02M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DMKJ
David M. Knott Jr
|
-$4.34M |
| 2 |
BCM
Beck Capital Management
Austin,
Texas
|
-$2.24M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.76M |
| 4 |
JFG
Jefferies Financial Group
New York
|
-$1.69M |
| 5 |
C
Cliffwater
Marina Del Rey,
California
|
-$1.01M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NCM
201
Northwest Capital Management
Lake Oswego,
Oregon
| – | -$11.9K | -900 | Closed |
|
|
MPWT
202
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$8K | -604 | Closed |
|
|
LF
203
Lee Financial
Dallas,
Texas
| – | -$4.65K | -351 | Closed |
|
|
VCM
204
Versant Capital Management
Phoenix,
Arizona
| – | -$3.75K | -283 | Closed |
|
|
WTG
205
West Tower Group
Richmond,
Virginia
| – | -$2.78K | -210 | Closed |
|
206
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -90 | Closed |
|
|
QCG
207
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$477 | -36 | Closed |
|
FBRT Hedge Fund Activity: Q4 2023 in Review
182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q4 2023, worth a combined $675M — up 5.1% from $642M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of FBRT and 25 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 59 added.
The largest buyer was Morgan Stanley, adding an estimated $10.4M. The largest seller was David M. Knott Jr, exiting entirely with an estimated $4.34M sold.
- 182 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q4 2023, down from 185 in Q3 2023.
- Funds reported $675M of Franklin BSP Realty Trust stock for Q4 2023, up 5.1% quarter-over-quarter.
- 25 funds opened new Franklin BSP Realty Trust positions in Q4 2023 and 26 closed out, a net change of -1 holder.
- The largest Franklin BSP Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $10.4M added.
- The largest Franklin BSP Realty Trust seller in Q4 2023 was David M. Knott Jr, an estimated $4.34M sold.
Based on aggregated 13F filings for Q4 2023.