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Bread Financial
BFH

Overview Fund Activity

324 hedge funds and large institutions have $2.98B invested in Bread Financial in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
50
Increased
104
Reduced
124
Closed
47
Calls
$10.4M
Puts
$9.06M
Net Calls
+$1.37M
Net Calls Change
+$52.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$28.2M
2
UBS Group
2
UBS Group
Switzerland
$25.4M
3
Franklin Resources
3
Franklin Resources
California
$73.7M
4
GLA
4
Great Lakes Advisors
Illinois
$15.6M
5
ACL
5
Azora Capital LP
Florida
$13.5M

Top Sellers

1
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$228M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$78.2M
3
Invesco
3
Invesco
Georgia
$22.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$7.31M
5
Bank of America
5
Bank of America
North Carolina
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
226
Vise Technologies
New York
$260K +$260K +4,264 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$250K +$99.9K +1,634 +67%
Cerity Partners
228
Cerity Partners
New York
$245K -$102K -2,084 -29%
Corient Private Wealth
229
Corient Private Wealth
Florida
$237K +$237K +3,877 New
VI
230
Vestcor Inc
New Brunswick, Canada
$234K +$234K +3,839 New
Truist Financial
231
Truist Financial
North Carolina
$226K +$226K +3,705 New
QCM
232
QRG Capital Management
Illinois
$224K +$224K +3,664 New
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$214K +$214K +3,507 New
CGH
234
Crossmark Global Holdings
Texas
$213K +$213K +3,496 New
DT
235
Diversified Trust
Tennessee
$209K +$209K +3,427 New
OC
236
Oppenheimer & Co
New York
$201K +$201K +3,300 New
CL
237
Choreo LLC
Illinois
$201K +$201K +3,277 New
Marshall Wace
238
Marshall Wace
United Kingdom
$200K +$200K +3,279 New
Group One Trading
239
Group One Trading
Illinois
$182K -$373K -6,116 -67%
Osaic Holdings
240
Osaic Holdings
Arizona
$179K -$28.4K -462 -14%
TRCT
241
Tower Research Capital (TRC)
New York
$178K -$26.1K -428 -13%
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$176K -$14.7K -248 -8%
CWA
243
Carolina Wealth Advisors
South Carolina
$130K -$3.48K -57 -3%
KBC Group
244
KBC Group
Belgium
$128K +$34K +558 +36%
C
245
Covestor
United Kingdom
$124K +$428 +7 +0.3%
Nomura Asset Management
246
Nomura Asset Management
Japan
$107K – – –
SPIA
247
Steward Partners Investment Advisory
New York
$104K – – –
SAM
248
Smartleaf Asset Management
Massachusetts
$85.6K +$57.8K +941 +208%
SO
249
STRS Ohio
Ohio
$79.4K -$79.4K -1,300 -50%
Bessemer Group
250
Bessemer Group
New Jersey
$79K +$6.19K +101 +9%
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