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Bread Financial

344 hedge funds and large institutions have $3.01B invested in Bread Financial in 2021 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 51 increasing their positions, 227 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
-11
Holders Change %
-3.1%
% of All Funds
5.31%
Holding in Top 10
5
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-54.55%
% of All Funds
0.08%
New
65
Increased
51
Reduced
227
Closed
71
Calls
$61.9M
Puts
$72.8M
Net Calls
-$10.9M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
301
Beaird Harris Wealth Management
Texas
$5K +$5K +68 New
PCG
302
Private Capital Group
Connecticut
$5K +$5K +73 New
CFO
303
CVA Family Office
Colorado
$5K +$5K +75 New
DFCM
304
Dark Forest Capital Management
Puerto Rico
$5K +$5K +80 New
BLC
305
Brown, Lisle/Cummings
Rhode Island
$4.93K +$4.93K +74 New
CB
306
CNB Bank
Pennsylvania
$4K -$3.62K -48 -48%
MI
307
Markston International
New York
$4K -$1.02K -16 -20%
CBT
308
CoreFirst Bank & Trust
Kansas
$4K -$1K -15 -20%
SWA
309
SOA Wealth Advisors
New York
$4K -$1K -15 -20%
EI
310
Ellevest Inc
New York
$4K +$4K +54 New
AP
311
Arlington Partners
Alabama
$4K +$4K +58 New
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +61 New
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.74K -$1.03K -15,485 -22%
ST
314
Sageworth Trust
Pennsylvania
$3K -$13.6K -195 -82%
HI
315
Harbour Investments
Wisconsin
$3K -$1.77K -30 -37%
IA
316
IFP Advisors
Florida
$3K -$769 -10 -20%
SBL
317
Sargent Bickham Lagudis
Colorado
$3K -$750 -10 -20%
TWA
318
TCI Wealth Advisors
Arizona
$2K -$3.3K -61 -62%
VCM
319
Versant Capital Management
Arizona
$2K -$1.63K -22 -45%
EW
320
Evoke Wealth
California
$2K -$485 -8 -20%
EARNEST Partners
321
EARNEST Partners
Georgia
$2K -$519 -7 -21%
GWS
322
Glassman Wealth Services
Virginia
$2K +$242 +4 +14%
BIA
323
Bell Investment Advisors
California
$2K +$424 +7 +27%
VRS
324
Virginia Retirement Systems
Virginia
$1.78K -$443 -6,655 -20%
Koshinski Asset Management
325
Koshinski Asset Management
Illinois
$1.73K -$466 -7 -21%