FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

177 hedge funds and large institutions have $581M invested in Franklin BSP Realty Trust in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-10
Holders Change %
-5.35%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
15
Increased
53
Reduced
74
Closed
20
Calls
$465K
Puts
$130K
Net Calls
+$335K
Net Calls Change
-$72K

Top Buyers

1
C
1
Cliffwater
California
$26.2M
2
PMAM
2
Penn Mutual Asset Management
Pennsylvania
$7.3M
3
Invesco
3
Invesco
Georgia
$3.26M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.06M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$169M
2
UCFA
2
United Capital Financial Advisors
Texas
$243K
3
Voloridge Investment Management
3
Voloridge Investment Management
Florida
$0
4
SIA
4
Schechter Investment Advisors
Michigan
$1.53M
5
IA
5
IFP Advisors
Florida
$27.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
26
Financial Management Network
California
$2.73M +$26.5K +2,212 +1%
AWM
27
AE Wealth Management
Kansas
$2.54M -$323K -26,905 -11%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$2.45M -$919K -76,987 -27%
Legal & General Group
29
Legal & General Group
United Kingdom
$2.45M -$25.9K -2,171 -1%
Swiss National Bank
30
Swiss National Bank
Switzerland
$2.12M -$290K -24,300 -12%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$2.11M +$11.2K +937 +0.5%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.05M -$47.8K -3,974 -2%
Public Sector Pension Investment Board (PSP Investments)
33
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.73M -$59.6K -4,992 -3%
SCP
34
Shorepoint Capital Partners
Massachusetts
$1.66M – – –
Bank of America
35
Bank of America
North Carolina
$1.58M +$208K +17,458 +15%
SIA
36
Schechter Investment Advisors
Michigan
$1.53M -$1.21M -101,642 -44%
UBS Group
37
UBS Group
Switzerland
$1.29M -$1.89K -158 -0.1%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$1.27M +$225K +18,905 +22%
California State Teachers Retirement System (CalSTRS)
39
California State Teachers Retirement System (CalSTRS)
California
$1.23M -$31.7K -2,657 -3%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.23M +$122K +10,245 +11%
First Trust Advisors
41
First Trust Advisors
Illinois
$1.06M +$1.06M +88,861 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$1.06M -$145K -12,173 -12%
COPPSERS
43
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.04M -$11.2K -940 -1%
UBS AM
44
UBS AM
Illinois
$1.03M +$82.3K +6,899 +9%
Prudential Financial
45
Prudential Financial
New Jersey
$1.02M +$29.8K +2,500 +3%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$975K -$34.2K -2,865 -3%
Goldman Sachs
47
Goldman Sachs
New York
$933K -$312K -26,194 -25%
AF
48
Allworth Financial
California
$905K -$50.7K -4,248 -5%
TPSF
49
Texas Permanent School Fund
Texas
$878K +$222K +18,594 +34%
CS
50
Credit Suisse
Switzerland
$859K +$28.3K +2,368 +3%
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