FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

185 hedge funds and large institutions have $649M invested in Franklin BSP Realty Trust in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-2
Holders Change %
-1.07%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
21
Increased
58
Reduced
73
Closed
22
Calls
$5.14M
Puts
$339K
Net Calls
+$4.8M
Net Calls Change
+$4.01M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$120M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$13.1M
3
GC
3
Gratia Capital
California
$3.87M
4
STAS
4
Strong Tower Advisory Services
Minnesota
$13.8M
5
CCM
5
Condor Capital Management
New Jersey
$2.49M

Top Sellers

1
OCM
1
Orchard Capital Management
Illinois
$372K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$2.57M
3
Millennium Management
3
Millennium Management
New York
$431K
4
FCM
4
FJ Capital Management
Virginia
$0
5
AI
5
Atom Investors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$195K – – –
Victory Capital Management
127
Victory Capital Management
Texas
$192K -$21.4K -1,638 -10%
HCM
128
Hodges Capital Management
Texas
$189K +$189K +14,476 New
Amundi
129
Amundi
France
$181K +$33.3K +2,648 +23%
SIAG
130
Safeguard Investment Advisory Group
California
$175K – – –
IIM
131
INTECH Investment Management
Florida
$168K +$168K +12,880 New
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$167K +$167K +12,818 New
RCM
133
Raleigh Capital Management
North Carolina
$163K – – –
SCM
134
Sollinda Capital Management
Florida
$163K – – –
MOACM
135
Mutual of America Capital Management
New York
$161K -$15K -1,149 -9%
CAS
136
Coppell Advisory Solutions
Texas
$158K -$50.5K -3,760 -24%
TWP
137
Tyche Wealth Partners
Texas
$156K – – –
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$154K – – –
AWM
139
AE Wealth Management
Kansas
$147K -$252K -19,313 -63%
CAM
140
Cresset Asset Management
Illinois
$146K +$146K +10,878 New
AC
141
AlphaCore Capital
California
$138K +$3.77K +281 +3%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$136K +$136K +10,381 New
Cerity Partners
143
Cerity Partners
New York
$133K +$133K +10,149 New
AIP
144
Ameritas Investment Partners
Nebraska
$108K – – –
SOW
145
State of Wyoming
Wyoming
$102K -$66.5K -5,094 -39%
Lazard Asset Management
146
Lazard Asset Management
New York
$95K -$212K -16,289 -69%
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$82.8K – – –
GWP
148
Gen-Wealth Partners
Michigan
$81.7K -$76.8K -5,746 -48%
SPIA
149
Steward Partners Investment Advisory
New York
$75.9K +$75.9K +5,810 New
CP
150
Castleview Partners
Texas
$72.1K – – –
4 5
6
7 8