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Bread Financial

284 hedge funds and large institutions have $1.78B invested in Bread Financial in 2022 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 119 increasing their positions, 71 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-21
Holders Change %
-6.89%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
46
Increased
119
Reduced
71
Closed
61
Calls
$12.6M
Puts
$18.1M
Net Calls
-$5.46M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Shares
Change %
EBA
226
Eagle Bay Advisors
New York
$24.2K +$24.2K +652 New
LPWM
227
Lake Point Wealth Management
Texas
$21K
HIA
228
Harbor Investment Advisory
Maryland
$20K -$9.15K -247 -31%
QC
229
Quent Capital
New York
$13K -$8.84K -234 -40%
QCG
230
Quadrant Capital Group
Ohio
$13K
PA
231
Parallel Advisors
California
$13K +$718 +19 +6%
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$13K +$1.61K +45 +14%
TWA
233
TCI Wealth Advisors
Arizona
$13K +$2.51K +69 +24%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$13K +$3.97K +110 +44%
FBC
235
Fairfield, Bush & Co
Connecticut
$13K +$13K +340 New
PFS
236
Prospera Financial Services
Texas
$12K -$31.5K -846 -72%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$12K +$1.63K +47 +16%
EI
238
Ellevest Inc
New York
$10K +$8.66K +232 +644%
COCM
239
Charter Oak Capital Management
New Hampshire
$9K
HPC
240
HM Payson & Co
Maine
$9K
UB
241
UMB Bank
Missouri
$7K -$2.28K -61 -25%
GIA
242
GHP Investment Advisors
Colorado
$7K
BTI
243
Blue Trust Inc
Georgia
$7K +$7K +130 New
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$6K
BBHC
245
Brown Brothers Harriman & Co
New York
$6K
JEST
246
JTC Employer Solutions Trustee
Jersey
$6K
TPCW
247
TD Private Client Wealth
New York
$5.97K -$2K -54 -25%
S
248
SignatureFD
Georgia
$5K
PFBT
249
Parkside Financial Bank & Trust
Missouri
$4K -$1.1K -32 -22%
PTC
250
Private Trust Company
Ohio
$4K +$4K +117 New