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 %
KBC Group
151
KBC Group
Belgium
$61K +$20.8K +1,588 +52%
TRCT
152
Tower Research Capital (TRC)
New York
$55.8K -$134K -10,288 -71%
SFA
153
Semmax Financial Advisors
North Carolina
$55.8K – – –
KSWA
154
Kathleen S. Wright Associates
Pennsylvania
$44.7K – – –
FC
155
Fairscale Capital
New Hampshire
$41.7K – – –
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$37.5K -$123K -9,423 -77%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$34.3K +$10.3K +787 +43%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$33K +$409 +31 +1%
SWM
159
Spire Wealth Management
Virginia
$29.3K – – –
NECFA
160
New England Capital Financial Advisors
Connecticut
$20.3K +$561 +43 +3%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4K +$6.33K +485 +52%
JIP
162
Jaffetilchin Investment Partners
Florida
$16.1K +$16.1K +1,231 New
Barrow, Hanley, Mewhinney & Strauss
163
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.4K – – –
MG
164
Mather Group
Illinois
$12.6K – – –
EWA
165
EverSource Wealth Advisors
Alabama
$9.02K – – –
HCA
166
Harbor Capital Advisors
Illinois
$9K +$9K +723 New
RIL
167
Rothschild Investment LLC
Illinois
$6.02K +$653 +50 +12%
Bessemer Group
168
Bessemer Group
New Jersey
$5K +$5K +396 New
GI
169
GAMMA Investing
California
$4.65K -$3.74K -286 -45%
CA
170
CoreCap Advisors
Michigan
$4.53K -$4.25K -325 -48%
SAM
171
Smartleaf Asset Management
Massachusetts
$4.17K -$1.13K -84 -21%
UB
172
UMB Bank
Missouri
$3.47K +$2.22K +170 +177%
C
173
Covestor
United Kingdom
$3K +$636 +46 +27%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$1.93K +$470 +36 +32%
FHA
175
First Horizon Advisors
Tennessee
$1.14K – – –
5 6
7
8 9