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Bread Financial
BFH

Overview Fund Activity

259 hedge funds and large institutions have $1.75B invested in Bread Financial in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 86 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+8
Holders Change %
+3.19%
% of All Funds
4.13%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
33
Increased
93
Reduced
86
Closed
24
Calls
$6.61M
Puts
$28.7M
Net Calls
-$22.1M
Net Calls Change
-$10.1M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$35.3M
2
Deutsche Bank
2
Deutsche Bank
Germany
$24.4M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$13.7M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$11.9M
5
MMA
5
Mizuho Markets Americas
New York
$10.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$28.8M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$778K
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.15M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$55.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$7.32K -$616 -18 -8%
SS
227
Sunbelt Securities
Texas
$7.04K +$68 +2 +1%
BIA
228
Bell Investment Advisors
California
$6.84K +$2.05K +60 +43%
QC
229
Quent Capital
New York
$6.39K – – –
GIA
230
GHP Investment Advisors
Colorado
$5.94K – – –
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$5.87K – – –
HNB
232
Huntington National Bank
Ohio
$4.79K – – –
UB
233
UMB Bank
Missouri
$3.45K +$3.45K +101 New
FFA
234
Farther Finance Advisors
California
$2.87K – – –
SN
235
Sittner & Nelson
Oregon
$2.57K – – –
BHWM
236
Beaird Harris Wealth Management
Texas
$2.32K – – –
HI
237
Harbour Investments
Wisconsin
$2.27K – – –
RTL
238
Red Tortoise LLC
Georgia
$2.05K – – –
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.37K -$171 -5 -11%
AF
240
Allworth Financial
California
$1.33K +$1.23K +36 +1,200%
MFT
241
Moisand Fitzgerald Tamayo
Florida
$1.3K – – –
S
242
SignatureFD
Georgia
$1.2K – – –
IA
243
IFP Advisors
Florida
$1.13K – – –
CAM
244
ClariVest Asset Management
California
$1K -$1.76K -37 -64%
JWA
245
JFS Wealth Advisors
Pennsylvania
$958 -$34 -1 -3%
LC
246
Lindbrook Capital
California
$923 – – –
EARNEST Partners
247
EARNEST Partners
Georgia
$923 – – –
HPC
248
HM Payson & Co
Maine
$890 – – –
BBHC
249
Brown Brothers Harriman & Co
New York
$684 – – –
TC
250
Truvestments Capital
Florida
$497 – – –
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