FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

178 hedge funds and large institutions have $649M invested in Franklin BSP Realty Trust in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-3
Holders Change %
-1.66%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
53
Reduced
76
Closed
23
Calls
$1.23M
Puts
$1.4M
Net Calls
-$166K
Net Calls Change
-$1.76M

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
$6.01M
2
FCM
FJ Capital Management
Virginia
$2.44M
3
Millennium Management
Millennium Management
New York
$2.88M
4
GCM
Greenland Capital Management
New York
$2.11M
5
Charles Schwab
Charles Schwab
California
$10.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.87M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$423K
3
Franklin Resources
Franklin Resources
California
$30.4M
4
Northern Trust
Northern Trust
Illinois
$11.5M
5
AWM
AE Wealth Management
Kansas
$213K
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
176
UMB Bank
Missouri
$428 +$428 +32 New
AWM
177
Avior Wealth Management
Nebraska
$427 +$427 +32 New
ECM
178
Everence Capital Management
Indiana
$286 – – –
PMAM
179
Penn Mutual Asset Management
Pennsylvania
– -$1.8M -133,156 Closed
Qube Research & Technologies (QRT)
180
Qube Research & Technologies (QRT)
United Kingdom
– -$913K -67,593 Closed
Connor, Clark & Lunn Investment Management (CC&L)
181
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$574K -42,518 Closed
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
– -$428K -31,676 Closed
SAG
183
SageView Advisory Group
California
– -$275K -20,768 Closed
CC
184
Copperleaf Capital
North Carolina
– -$231K -17,074 Closed
AFG
185
Atomi Financial Group
New York
– -$224K -16,584 Closed
EGM
186
Engineers Gate Manager
New York
– -$209K -15,468 Closed
Two Sigma Investments
187
Two Sigma Investments
New York
– -$199K -14,725 Closed
CIAS
188
Capital Investment Advisory Services
North Carolina
– -$176K -12,994 Closed
IWN
189
Independent Wealth Network
Iowa
– -$162K -11,986 Closed
PFA
190
Plotkin Financial Advisors
Maryland
– -$154K -11,407 Closed
ACA
191
Aptus Capital Advisors
Alabama
– -$142K -10,533 Closed
EC
192
EntryPoint Capital
New York
– -$40.7K -3,011 Closed
ASN
193
Advisory Services Network
Georgia
– -$23.1K -1,707 Closed
A
194
AJOVista
Massachusetts
– -$7.89K -584 Closed
GI
195
Gradient Investments
Minnesota
– -$7.4K -548 Closed
FBC
196
Fairfield, Bush & Co
Connecticut
– -$6.66K -493 Closed
NA
197
NewEdge Advisors
Louisiana
– -$4.74K -351 Closed
HI
198
Harbour Investments
Wisconsin
– -$4.43K -328 Closed
HNB
199
Huntington National Bank
Ohio
– -$581 -43 Closed
CWC
200
Carolinas Wealth Consulting
North Carolina
– -$474 -34 Closed
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