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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 %
GI
251
GAMMA Investing
California
$69.5K +$6.29K +103 +10%
EAM
252
Eukles Asset Management
Ohio
$52.1K -$1.4K -23 -3%
PH
253
Pinnacle Holdings
Oklahoma
$45.8K +$45.8K +750 New
NA
254
NewEdge Advisors
Louisiana
$45K – – –
PMAM
255
Picton Mahoney Asset Management
Ontario, Canada
$32K +$30.5K +500 +2,083%
QCG
256
Quadrant Capital Group
Ohio
$31.1K – – –
BC
257
Bayforest Capital
United Kingdom
$30.7K +$30.7K +502 New
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$30.1K +$427 +7 +1%
PAS
259
Point72 Asia (Singapore)
Singapore
$29.3K -$131K -2,151 -82%
VCM
260
Versant Capital Management
Arizona
$28K +$183 +3 +0.7%
MTC
261
Matrix Trust Company
Colorado
$28K +$1.69K +28 +6%
FFA
262
Frazier Financial Advisors
Ohio
$24.7K -$11.2K -182 -31%
SL
263
Salomon & Ludwin
Virginia
$23K – – –
HCP
264
Hexagon Capital Partners
Arkansas
$20.5K +$1.4K +23 +7%
WTC
265
WhitTier Trust Company
Nevada
$19.8K – – –
CI
266
CX Institutional
Indiana
$19.4K -$3.29M -53,830 -99%
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$17.9K – – –
AAP
268
Arax Advisory Partners
Colorado
$16.2K -$1.04K -17 -6%
EWA
269
EverSource Wealth Advisors
Alabama
$15.4K -$1.71K -28 -10%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$13.6K +$427 +7 +3%
SS
271
Sunbelt Securities
Texas
$13K +$61 +1 +0.5%
TC
272
Truvestments Capital
Florida
$12.2K – – –
GWM
273
Geneos Wealth Management
Colorado
$11.9K +$11.9K +195 New
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$11.2K -$42.1K -690 -79%
LWMI
275
Legacy Wealth Management (Idaho)
Idaho
$11K +$1.68K +27 +18%
9 10
11
12 13