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Bread Financial
BFH

Overview Fund Activity

328 hedge funds and large institutions have $1.39B invested in Bread Financial in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 129 increasing their positions, 107 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
-119
Holders Change %
-26.62%
% of All Funds
7.25%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
43
Increased
129
Reduced
107
Closed
154
Calls
$22.6M
Puts
$33.4M
Net Calls
-$10.7M
Net Calls Change
-$28.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$38.2M
2
Parnassus Investments
Parnassus Investments
California
+$31.8M
3
LAM
Lyrical Asset Management
New York
+$31.5M
4
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$28.3M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$22.5M

Top Sellers

1
OFM
Okumus Fund Management
Cayman Islands
-$153M
2
ACL
Azora Capital LP
Florida
-$62.9M
3
CB
Cooke & Bieler
Pennsylvania
-$53.8M
4
VH
ValueAct Holdings
California
-$37M
5
Renaissance Technologies
Renaissance Technologies
New York
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
276
Ancora Advisors
Ohio
$8K – – –
TPCW
277
TD Private Client Wealth
New York
$7.74K +$5.78K +215 +295%
CWP
278
CFM Wealth Partners
Texas
$7K -$1.03K -37 -13%
LWCFA
279
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
SF
280
Synovus Financial
Georgia
$6K +$2.63K +113 +78%
SFG
281
Sowa Financial Group
Rhode Island
$5K – – –
ClearBridge Investments
282
ClearBridge Investments
New York
$5K +$147 +5 +3%
ASN
283
Advisory Services Network
Georgia
$5K +$2.67K +101 +115%
GAM
284
Gemmer Asset Management
California
$5K +$2.97K +121 +146%
S
285
SignatureFD
Georgia
$5K +$5K +187 New
SFS
286
Sowell Financial Services
Arkansas
$4K -$24.2K -902 -86%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$4K -$943 -37 -19%
KPW
288
Kore Private Wealth
New York
$4K +$2.73K +97 +216%
PFBT
289
Parkside Financial Bank & Trust
Missouri
$4K +$3.44K +122 +610%
First Manhattan
290
First Manhattan
New York
$3K – – –
Bessemer Group
291
Bessemer Group
New Jersey
$3K +$3K +107 New
PRC
292
Pearl River Capital
Michigan
$3K +$3K +125 New
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$2K -$1.18K -50 -37%
FHA
294
First Horizon Advisors
Tennessee
$2K -$90 -4 -4%
MI
295
Markston International
New York
$2K – – –
DAM
296
Delta Asset Management
Tennessee
$2K – – –
VFA
297
Valeo Financial Advisors
Indiana
$2K +$464 +13 +30%
ZB
298
Zions Bancorporation
Utah
$2K +$692 +27 +53%
AF
299
Allworth Financial
California
$2K +$2K +68 New
AF
300
Advisornet Financial
Minnesota
$2K +$2K +89 New
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