BFH icon

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 %
FFO
251
Fortitude Family Office
Arizona
$3.7K – – –
PWMG
252
Private Wealth Management Group
New Jersey
$3.57K -$535 -12 -13%
FFA
253
Farther Finance Advisors
California
$3.54K – – –
BHWM
254
Beaird Harris Wealth Management
Texas
$3.02K – – –
RTL
255
Red Tortoise LLC
Georgia
$2.67K – – –
UB
256
UMB Bank
Missouri
$2.58K – – –
HI
257
Harbour Investments
Wisconsin
$2.34K – – –
AF
258
Allworth Financial
California
$1.83K – – –
PS
259
Principal Securities
Iowa
$1.69K -$312 -7 -16%
S
260
Sachetta
Massachusetts
$1.65K -$990 -18 -38%
FMII
261
Farmers & Merchants Investments Inc
Nebraska
$1.6K -$178 -4 -10%
S
262
SignatureFD
Georgia
$1.56K -$535 -12 -26%
IA
263
IFP Advisors
Florida
$1.47K – – –
TFF
264
The Family Firm
Maryland
$1.28K +$1.28K +29 New
LC
265
Lindbrook Capital
California
$1.2K – – –
Jones Financial Companies
266
Jones Financial Companies
Missouri
$1.18K – – –
JWA
267
JFS Wealth Advisors
Pennsylvania
$1.16K – – –
BGAI
268
Bruce G. Allen Investments
Colorado
$1.11K +$1.11K +25 New
CAM
269
ClariVest Asset Management
California
$936 – – –
GWSG
270
GPS Wealth Strategies Group
Colorado
$762 +$762 +17 New
RIL
271
Rothschild Investment LLC
Illinois
$668 +$445 +10 +200%
PFBT
272
Parkside Financial Bank & Trust
Missouri
$624 – – –
IFAM
273
Institutional & Family Asset Management
Colorado
$624 – – –
CJ
274
Caitlin John
Michigan
$535 – – –
SIC
275
SJS Investment Consulting
Ohio
$402 – – –
9 10
11
12 13