BFH icon

Bread Financial
BFH

Overview Fund Activity

345 hedge funds and large institutions have $3.18B invested in Bread Financial in 2020 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 93 increasing their positions, 123 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+37
Holders Change %
+12.01%
% of All Funds
6.12%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.21%
New
82
Increased
93
Reduced
123
Closed
43
Calls
$93.6M
Puts
$58.7M
Net Calls
+$34.9M
Net Calls Change
+$28.4M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$148M
2
PI
Putnam Investments
Massachusetts
$43.5M
3
AL
Appaloosa LP
New Jersey
$33.3M
4
AIM
Artemis Investment Management
United Kingdom
$31.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$310M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$38.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$37.4M
3
Invesco
Invesco
Georgia
$10.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$60.7M
5
Citadel Advisors
Citadel Advisors
Florida
$2.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
276
Carolina Wealth Advisors
South Carolina
$35K – – –
TPCW
277
TD Private Client Wealth
New York
$28.2K -$2.37K -40 -8%
BBHC
278
Brown Brothers Harriman & Co
New York
$27K +$5.17K +86 +24%
QCG
279
Quadrant Capital Group
Ohio
$25K -$3.81K -65 -13%
CB
280
CNB Bank
Pennsylvania
$25K – – –
AIM
281
Anchor Investment Management
South Carolina
$24.5K -$20.4K -345 -46%
PA
282
Parallel Advisors
California
$24K -$23.9K -409 -50%
BCA
283
Berman Capital Advisors
Georgia
$19K -$1.55K -28 -8%
CI Investments Inc
284
CI Investments Inc
Ontario, Canada
$18K -$8.85K -148 -33%
HPC
285
HM Payson & Co
Maine
$17K – – –
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
S
287
SignatureFD
Georgia
$13K +$2.22K +37 +21%
SFG
288
Sowa Financial Group
Rhode Island
$11K +$11K +188 New
IAIM
289
International Assets Investment Management
Florida
$10K +$10K +164 New
LC
290
Lindbrook Capital
California
$9K – – –
PFBT
291
Parkside Financial Bank & Trust
Missouri
$9K +$229 +4 +3%
COCM
292
Charter Oak Capital Management
New Hampshire
$9K +$9K +58 New
FFA
293
Freedman Financial Associates
Massachusetts
$9K +$9K +145 New
SAI
294
Systematic Alpha Investments
New Jersey
$9K +$9K +154 New
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
$8K -$1.64K -27 -17%
EIP
296
Ellis Investment Partners
Pennsylvania
$8K – – –
VCG
297
Vantage Consulting Group
Virginia
$8K +$8K +138 New
GAM
298
Gemmer Asset Management
California
$7K – – –
AIG
299
American International Group
New York
$6.38K -$100 -1,686 -2%
APA
300
American Portfolios Advisors
New York
$6.3K -$16.2K -275 -72%
10 11
12
13 14