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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 %
TCOV
301
Trust Company of Vermont
Vermont
$1.71K +$1.71K +36 New
S
302
SignatureFD
Georgia
$1.67K – – –
JWA
303
JFS Wealth Advisors
Pennsylvania
$1.62K +$381 +8 +31%
IA
304
IFP Advisors
Florida
$1.57K – – –
LC
305
Lindbrook Capital
California
$1.29K – – –
Jones Financial Companies
306
Jones Financial Companies
Missouri
$1.24K +$46 +1 +4%
BGAI
307
Bruce G. Allen Investments
Colorado
$1.19K – – –
HPC
308
HM Payson & Co
Maine
$1.14K +$1.14K +24 New
VWM
309
Valley Wealth Managers
New Jersey
$1.09K +$1.09K +23 New
PMAM
310
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +24 New
CAM
311
ClariVest Asset Management
California
$936 – – –
GWSG
312
GPS Wealth Strategies Group
Colorado
$817 – – –
CJ
313
Caitlin John
Michigan
$675 – – –
PFBT
314
Parkside Financial Bank & Trust
Missouri
$667 – – –
DPW
315
DiNuzzo Private Wealth
Pennsylvania
$524 +$191 +4 +57%
SIC
316
SJS Investment Consulting
Ohio
$429 – – –
LFG
317
Larson Financial Group
Missouri
$381 – – –
AWM
318
Abound Wealth Management
Tennessee
$286 -$48 -1 -14%
HNB
319
Huntington National Bank
Ohio
$238 – – –
MFG
320
Mendota Financial Group
Wisconsin
$238 +$238 +5 New
GWSA
321
Global Wealth Strategies & Associates
Colorado
$143 – – –
CA
322
Claris Advisors
Missouri
$143 +$143 +3 New
ADL
323
Asset Dedication LLC
California
$96 – – –
EBA
324
Eagle Bay Advisors
New York
$41 – – –
Norges Bank
325
Norges Bank
Norway
– -$11.9M -266,156 Closed
11 12
13
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