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.

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

Top Sellers

1
DMKJ
David M. Knott Jr
$0
2
BCM
Beck Capital Management
Texas
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$1.42M
4
JFG
Jefferies Financial Group
New York
$2.44M
5
C
Cliffwater
California
$29.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
176
Farmers & Merchants Investments Inc
Nebraska
$743 – – –
PFBT
177
Parkside Financial Bank & Trust
Missouri
$730 – – –
HNB
178
Huntington National Bank
Ohio
$581 +$581 +43 New
CWC
179
Carolinas Wealth Consulting
North Carolina
$474 – – –
AWM
180
Abound Wealth Management
Tennessee
$365 – – –
DMKJ
181
David M. Knott Jr
– -$4.34M -327,524 Closed
BCM
182
Beck Capital Management
Texas
– -$2.24M -169,056 Closed
GCP
183
GSA Capital Partners
United Kingdom
– -$550K -41,531 Closed
SG Americas Securities
184
SG Americas Securities
New York
– -$478K -36,073 Closed
State of Wisconsin Investment Board
185
State of Wisconsin Investment Board
Wisconsin
– -$334K -25,264 Closed
Squarepoint
186
Squarepoint
New York
– -$290K -21,897 Closed
DFCM
187
Dark Forest Capital Management
Puerto Rico
– -$275K -20,744 Closed
ECM
188
ExodusPoint Capital Management
New York
– -$231K -17,410 Closed
APWA
189
Atlas Private Wealth Advisors
New Jersey
– -$177K -13,369 Closed
BAM
190
Belpointe Asset Management
Nevada
– -$169K -12,767 Closed
HF
191
HRT Financial
New York
– -$155K -11,782 Closed
LCM
192
Lazari Capital Management
California
– -$151K -11,387 Closed
AFAS
193
Acorn Financial Advisory Services
Virginia
– -$149K -11,273 Closed
VCM
194
Virtue Capital Management
Tennessee
– -$144K -10,310 Closed
Fisher Asset Management
195
Fisher Asset Management
Washington
– -$133K -10,037 Closed
CCA
196
Catalyst Capital Advisors
New York
– -$92.5K -6,990 Closed
QL
197
Quarry LP
New York
– -$47.8K -3,614 Closed
GWSG
198
GPS Wealth Strategies Group
Colorado
– -$24.9K -1,881 Closed
HI
199
Horizon Investments
North Carolina
– -$22.9K -1,729 Closed
NCM
200
Northwest Capital Management
Oregon
– -$11.9K -900 Closed
5 6 7
8
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