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Bread Financial
BFH

Overview Fund Activity

287 hedge funds and large institutions have $2.36B invested in Bread Financial in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 95 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
287
Holders Change
+11
Holders Change %
+3.99%
% of All Funds
4.17%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
48
Increased
94
Reduced
95
Closed
33
Calls
$13.7M
Puts
$42.1M
Net Calls
-$28.3M
Net Calls Change
+$73.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$33.1M
2
Millennium Management
Millennium Management
New York
$65.2M
3
Franklin Resources
Franklin Resources
California
$51.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$28.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$38.4M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$26.5M
2
TCAM
Turtle Creek Asset Management
Ontario, Canada
$209M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$32.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$9.31M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$65.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$27.4K -$579 -13 -2%
FFA
227
Frazier Financial Advisors
Ohio
$26K -$12.7K -284 -33%
MTC
228
Matrix Trust Company
Colorado
$21K +$21K +481 New
VCM
229
Versant Capital Management
Arizona
$20.3K -$980 -22 -5%
NC
230
nVerses Capital
Florida
$17.8K +$17.8K +400 New
SL
231
Salomon & Ludwin
Virginia
$16.8K – – –
Barrow, Hanley, Mewhinney & Strauss
232
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.6K -$2.63K -59 -14%
WTC
233
WhitTier Trust Company
Nevada
$14.5K +$14.5K +325 New
CFM
234
Catalyst Funds Management
Australia
$13.4K +$4.46K +100 +50%
EWA
235
EverSource Wealth Advisors
Alabama
$13.2K – – –
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$13.1K – – –
AAP
237
Arax Advisory Partners
Colorado
$12.6K +$12.6K +283 New
HCP
238
Hexagon Capital Partners
Arkansas
$12.3K – – –
SAM
239
Smartleaf Asset Management
Massachusetts
$11.2K +$7.78K +181 +226%
SS
240
Sunbelt Securities
Texas
$9.33K +$45 +1 +0.5%
QCG
241
Quadrant Capital Group
Ohio
$8.96K +$223 +5 +3%
BTI
242
Blue Trust Inc
Georgia
$8.68K +$8.68K +233 New
Acadian Asset Management
243
Acadian Asset Management
Massachusetts
$8K -$60.8K -1,437 -88%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$7.98K +$2.18K +49 +38%
BIA
245
Bell Investment Advisors
California
$6.91K +$713 +16 +12%
W
246
WealthCollab
Washington
$6.86K +$4.95K +111 +258%
MG
247
Mather Group
Illinois
$6.7K – – –
QC
248
Quent Capital
New York
$6.37K +$45 +1 +0.7%
CAS
249
Coppell Advisory Solutions
Texas
$5.04K +$5.04K +113 New
CMBA
250
C.M. Bidwell & Associates
Hawaii
$4.9K – – –
8 9
10
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