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 %
NFSG
51
Newbridge Financial Services Group
Florida
$763K -$27.7K -2,321 -4%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$704K +$509K +42,663 +261%
SOADOR
53
State of Alaska Department of Revenue
Alaska
$673K -$11.4K -953 -2%
Deutsche Bank
54
Deutsche Bank
Germany
$667K +$178K +14,904 +36%
AWA
55
Arkadios Wealth Advisors
Georgia
$665K +$213K +17,856 +47%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$644K -$30.2K -2,536 -4%
LPL Financial
57
LPL Financial
California
$610K -$280K -23,476 -31%
E
58
Ergoteles
New York
$597K +$390K +32,697 +189%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$573K -$26K -2,176 -4%
GWM
60
Geneos Wealth Management
Colorado
$567K -$129K -10,787 -18%
YCM
61
Yousif Capital Management
Michigan
$557K -$66.3K -5,560 -11%
RFS
62
Retirement Financial Solutions
Tennessee
$548K -$135K -11,278 -20%
AIG
63
American International Group
New York
$540K +$2.46K +206 +0.5%
AWS
64
Atria Wealth Solutions
New York
$539K -$73.9K -6,081 -12%
MIM
65
MetLife Investment Management
New Jersey
$537K – – –
Creative Planning
66
Creative Planning
Kansas
$528K -$18.7K -1,567 -3%
AFP
67
Ausdal Financial Partners
Iowa
$519K +$17K +1,423 +3%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$519K -$179K -15,000 -26%
Barclays
69
Barclays
United Kingdom
$514K +$36K +3,014 +8%
IAN
70
Integrated Advisors Network
Texas
$494K -$47.8K -4,006 -9%
Citigroup
71
Citigroup
New York
$485K -$144K -12,049 -23%
CA
72
Cetera Advisors
Colorado
$480K -$3.63K -304 -0.7%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$468K +$48.9K +4,095 +12%
LSERS
74
Louisiana State Employees Retirement System
Louisiana
$458K -$9.54K -800 -2%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$437K +$243K +20,353 +125%
1 2
3
4 5