Franklin BSP Realty Trust
FBRT
185 hedge funds and large institutions have $643M invested in Franklin BSP Realty Trust in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 63 reducing their positions, and 15 closing their positions.
881% more call options, than puts
Call options by funds: $795K | Put options by funds: $81K
27% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 15
2% more funds holding
Funds holding: 181 → 185 (+4)
3% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 63
0.27% less ownership
Funds ownership: 59.23% → 58.96% (-0.27%)
7% less capital invested
Capital invested by funds: $691M → $643M (-$48.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
AXS Investments
Port Chester,
New York
|
+$2.57M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.2M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.39M |
| 4 |
JP Morgan Chase
New York
|
+$1.2M |
| 5 |
C
Cliffwater
Marina Del Rey,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.86M |
| 2 |
Neuberger Berman Group
New York
|
-$4.14M |
| 3 |
JFG
Jefferies Financial Group
New York
|
-$4.01M |
| 4 |
DMKJ
David M. Knott Jr
|
-$1.41M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.32M |
FBRT Hedge Fund Activity: Q3 2023 in Review
185 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Franklin BSP Realty Trust (FBRT) for Q3 2023, worth a combined $643M — down 7% from $691M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new FBRT positions and 15 closed out — a net gain of 4 holders — while 65 added to existing stakes and 63 trimmed.
The largest buyer was AXS Investments, opening a new position worth an estimated $2.57M. The largest seller was BlackRock, cutting an estimated $4.86M.
- 185 institutional investors held Franklin BSP Realty Trust (FBRT) as of Q3 2023, up from 181 in Q2 2023.
- Funds reported $643M of Franklin BSP Realty Trust stock for Q3 2023, down 7% quarter-over-quarter.
- 19 funds opened new Franklin BSP Realty Trust positions in Q3 2023 and 15 closed out, a net change of +4 holders.
- The largest Franklin BSP Realty Trust buyer in Q3 2023 was AXS Investments, an estimated $2.57M added.
- The largest Franklin BSP Realty Trust seller in Q3 2023 was BlackRock, an estimated $4.86M sold.
Based on aggregated 13F filings for Q3 2023.