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 %
AFAS
126
Acorn Financial Advisory Services
Virginia
$148K – – –
SPC
127
Sigma Planning Corp
Michigan
$145K -$28.2K -2,364 -16%
RCM
128
Raleigh Capital Management
North Carolina
$144K – – –
ProShare Advisors
129
ProShare Advisors
Maryland
$143K -$12.7K -1,065 -8%
VI
130
Vestcor Inc
New Brunswick, Canada
$143K +$143K +11,952 New
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$141K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$132K +$132K +11,059 New
KAS
133
Kestra Advisory Services
Texas
$129K +$129K +10,839 New
VCM
134
Virtue Capital Management
Tennessee
$129K – – –
Squarepoint
135
Squarepoint
New York
$127K +$127K +10,623 New
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$124K -$513 -43 -0.4%
PA
137
PFG Advisors
Arizona
$123K -$14.6K -1,222 -11%
William Blair & Company
138
William Blair & Company
Illinois
$123K – – –
AFG
139
Atomi Financial Group
New York
$122K +$122K +10,203 New
SWM
140
Spire Wealth Management
Virginia
$103K +$15.7K +1,318 +18%
TRCT
141
Tower Research Capital (TRC)
New York
$98K +$85.7K +7,184 +700%
PA
142
PSI Advisors
Florida
$85.9K – – –
KBC Group
143
KBC Group
Belgium
$84K – – –
AAS
144
Ameritas Advisory Services
Nebraska
$80.3K +$80.3K +6,367 New
CCA
145
Catalyst Capital Advisors
New York
$75.9K +$10.4K +870 +16%
AIP
146
Ameritas Investment Partners
Nebraska
$75.3K – – –
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$54.6K -$7.67K -643 -12%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$49.5K +$6.91K +579 +16%
CFB
149
Cullen/Frost Bankers
Texas
$31.6K – – –
IA
150
IFP Advisors
Florida
$27.6K -$1.1M -61,567 -98%
4 5
6
7 8