BFH icon

Bread Financial
BFH

Overview Fund Activity

324 hedge funds and large institutions have $2.4B invested in Bread Financial in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+37
Holders Change %
+12.89%
% of All Funds
4.69%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
69
Increased
112
Reduced
95
Closed
30
Calls
$15.3M
Puts
$66.6M
Net Calls
-$51.3M
Net Calls Change
-$23M

Top Buyers

1
Voloridge Investment Management
Voloridge Investment Management
Florida
$21.7M
2
JAM
Jupiter Asset Management
United Kingdom
$14.7M
3
QC
Quantedge Capital
Singapore
$15.4M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$14.4M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$47.6M

Top Sellers

1
Millennium Management
Millennium Management
New York
$9.98M
2
Victory Capital Management
Victory Capital Management
Texas
$3.66M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$101M
4
UBS AM
UBS AM
Illinois
$5.98M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
276
Macroview Investment Management
Maryland
$8.52K +$8.52K +179 New
LIS
277
Legacy Investment Solutions
Idaho
$8.5K +$8.5K +151 New
LWMI
278
Legacy Wealth Management (Idaho)
Idaho
$8.5K +$8.5K +151 New
BTI
279
Blue Trust Inc
Georgia
$7.98K -$2.41K -54 -23%
W
280
WealthCollab
Washington
$7.33K – – –
BIA
281
Bell Investment Advisors
California
$6.95K -$428 -9 -6%
QC
282
Quent Capital
New York
$6.82K – – –
CPA
283
Capital Performance Advisors
California
$6.76K +$6.76K +142 New
HWM
284
Hemington Wealth Management
Virginia
$6K +$6K +137 New
UB
285
UMB Bank
Missouri
$5.42K +$2.66K +56 +97%
PS
286
Principal Securities
Iowa
$5.38K +$3.57K +75 +197%
CMBA
287
C.M. Bidwell & Associates
Hawaii
$5.23K – – –
NMM
288
Naples Money Management
Florida
$4.95K +$4.95K +104 New
CA
289
Continuum Advisory
Idaho
$4.48K +$4.48K +79 New
FFA
290
Farther Finance Advisors
California
$4.04K +$333 +7 +9%
FFO
291
Fortitude Family Office
Arizona
$3.95K – – –
PWMG
292
Private Wealth Management Group
New Jersey
$3.81K – – –
BHWM
293
Beaird Harris Wealth Management
Texas
$3.22K – – –
TWD
294
True Wealth Design
Ohio
$2.95K +$2.95K +62 New
RTL
295
Red Tortoise LLC
Georgia
$2.86K – – –
HI
296
Harbour Investments
Wisconsin
$2.5K – – –
RIL
297
Rothschild Investment LLC
Illinois
$2.38K +$1.67K +35 +233%
JIP
298
Jaffetilchin Investment Partners
Florida
$1.9K +$1.9K +40 New
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$1.71K – – –
AF
300
Allworth Financial
California
$1.71K – – –
10 11
12
13 14