FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

181 hedge funds and large institutions have $672M invested in Franklin BSP Realty Trust in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
58
Reduced
64
Closed
26
Calls
$1.61M
Puts
$17K
Net Calls
+$1.59M
Net Calls Change
+$880K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17M
2
BlackRock
2
BlackRock
New York
$190M
3
Invesco
3
Invesco
Georgia
$11.4M
4
Mariner
4
Mariner
Kansas
$7.84M
5
UBS Group
5
UBS Group
Switzerland
$1.86M

Top Sellers

1
DMKJ
1
David M. Knott Jr
$0
2
BCM
2
Beck Capital Management
Texas
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.42M
4
JFG
4
Jefferies Financial Group
New York
$2.44M
5
C
5
Cliffwater
California
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
26
Financial Management Network
California
$2.8M -$33.4K -2,505 -1%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$2.77M +$29.6K +2,194 +1%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$2.57M +$29.1K +2,157 +1%
JFG
29
Jefferies Financial Group
New York
$2.44M -$1.73M -128,116 -42%
Goldman Sachs
30
Goldman Sachs
New York
$2.38M +$182K +13,473 +8%
AI
31
AXS Investments
New York
$2.37M -$128K -9,489 -5%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.3M +$928K +68,705 +68%
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.19M -$249K -18,400 -10%
First Trust Advisors
34
First Trust Advisors
Illinois
$2.05M -$479K -35,426 -19%
Prudential Financial
35
Prudential Financial
New Jersey
$2.02M +$262K +19,430 +15%
SCP
36
Shorepoint Capital Partners
Massachusetts
$1.88M – – –
UBS Group
37
UBS Group
Switzerland
$1.86M +$1.57M +116,073 +544%
Bank of America
38
Bank of America
North Carolina
$1.8M +$264K +19,552 +17%
PMAM
39
Penn Mutual Asset Management
Pennsylvania
$1.8M -$676K -50,000 -27%
Barclays
40
Barclays
United Kingdom
$1.76M +$1.12M +82,983 +175%
AWS
41
Atria Wealth Solutions
New York
$1.43M -$36.2K -2,678 -2%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.42M -$1.8M -133,397 -56%
SIA
43
Schechter Investment Advisors
Michigan
$1.36M – – –
UBS AM
44
UBS AM
Illinois
$1.28M – – –
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.2M -$2.41K -178 -0.2%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$56.2K -4,162 -5%
GF
47
Gabelli Funds
New York
$1.14M +$453K +33,567 +66%
CS
48
Credit Suisse
Switzerland
$1.06M +$8.67K +642 +0.8%
NFSG
49
Newbridge Financial Services Group
Florida
$1.04M -$60.4K -4,470 -5%
AWA
50
Arete Wealth Advisors
Illinois
$1.02M -$12.6K -929 -1%
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