FBRT

Franklin BSP Realty Trust
FBRT

Overview Fund Activity

197 hedge funds and large institutions have $635M invested in Franklin BSP Realty Trust in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
63
Reduced
69
Closed
13
Calls
$9.23M
Puts
$114K
Net Calls
+$9.12M
Net Calls Change
+$4.32M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$8.69M
2
GC
2
Gratia Capital
California
$7.81M
3
GA
3
GraniteShares Advisors
New York
$2.48M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$4.55M
5
Northern Trust
5
Northern Trust
Illinois
$12M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$5.02M
2
Franklin Resources
2
Franklin Resources
California
$18.8M
3
Prudential Financial
3
Prudential Financial
New Jersey
$1.05M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$114M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Smartleaf Asset Management
Massachusetts
$4.63K +$750 +60 +19%
CA
177
CoreCap Advisors
Michigan
$4.11K -$238 -19 -5%
VCM
178
Versant Capital Management
Arizona
$3.46K +$3.46K +276 New
LFG
179
Larson Financial Group
Missouri
$3.39K +$3.22K +257 +1,977%
UB
180
UMB Bank
Missouri
$3.34K – – –
GI
181
GAMMA Investing
California
$3.26K -$1.2K -96 -27%
C
182
Covestor
United Kingdom
$3K +$562 +50 +23%
LC
183
Luminist Capital
Michigan
$2.93K +$2.93K +234 New
PIS
184
POM Investment Strategies
North Carolina
$2.25K +$2.25K +179 New
WA
185
WPG Advisers
Maryland
$1.52K +$1.52K +121 New
EWA
186
EverSource Wealth Advisors
Alabama
$1.29K -$7.38K -588 -85%
Russell Investments Group
187
Russell Investments Group
United Kingdom
$1.18K +$213 +17 +22%
MPWT
188
MassMutual Private Wealth & Trust
Connecticut
$1.18K +$263 +21 +29%
HNB
189
Huntington National Bank
Ohio
$1.18K +$915 +73 +348%
FHA
190
First Horizon Advisors
Tennessee
$1.09K – – –
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$1.04K -$815 -65 -44%
PA
192
Parallel Advisors
California
$752 +$752 +60 New
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$690 – – –
PFBT
194
Parkside Financial Bank & Trust
Missouri
$678 – – –
CA
195
Continuum Advisory
Idaho
$464 – – –
IA
196
IFP Advisors
Florida
$426 – – –
AssetMark Inc
197
AssetMark Inc
California
$201 -$101 -8 -33%
LC
198
Lindbrook Capital
California
$125 +$125 +10 New
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
– -$841K -64,411 Closed
Jane Street
200
Jane Street
New York
– -$599K -45,873 Closed
5 6 7
8
9