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Bread Financial
BFH

Overview Fund Activity

324 hedge funds and large institutions have $2.98B invested in Bread Financial in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 47 closing their positions.

Holders
324
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
50
Increased
104
Reduced
124
Closed
47
Calls
$10.4M
Puts
$9.06M
Net Calls
+$1.37M
Net Calls Change
+$52.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$28.2M
2
UBS Group
2
UBS Group
Switzerland
$25.4M
3
Franklin Resources
3
Franklin Resources
California
$73.7M
4
GLA
4
Great Lakes Advisors
Illinois
$15.6M
5
ACL
5
Azora Capital LP
Florida
$13.5M

Top Sellers

1
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$228M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$78.2M
3
Invesco
3
Invesco
Georgia
$22.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$7.31M
5
Bank of America
5
Bank of America
North Carolina
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
301
SignatureFD
Georgia
$2.14K – – –
TCOV
302
Trust Company of Vermont
Vermont
$2.08K -$122 -2 -6%
LC
303
Lindbrook Capital
California
$1.65K – – –
CWM
304
Consultiva Wealth Management
Puerto Rico
$1.65K +$1.65K +27 New
CA
305
Continuum Advisory
Idaho
$1.53K -$3.3K -54 -68%
BGAI
306
Bruce G. Allen Investments
Colorado
$1.53K – – –
HPC
307
HM Payson & Co
Maine
$1.47K – – –
AF
308
Allworth Financial
California
$1.43K -$911 -14 -39%
VWM
309
Valley Wealth Managers
New Jersey
$1.4K – – –
SO
310
Sierra Ocean
California
$1.28K +$1.28K +21 New
HNB
311
Huntington National Bank
Ohio
$1.16K +$855 +14 +280%
GWSG
312
GPS Wealth Strategies Group
Colorado
$1.05K – – –
PFBT
313
Parkside Financial Bank & Trust
Missouri
$855 – – –
CJ
314
Caitlin John
Michigan
$733 – – –
RTC
315
Riverview Trust Company
Washington
$672 +$672 +11 New
DPW
316
DiNuzzo Private Wealth
Pennsylvania
$611 -$61 -1 -9%
LFG
317
Larson Financial Group
Missouri
$488 – – –
SIC
318
SJS Investment Consulting
Ohio
$428 -$122 -2 -22%
AWM
319
Abound Wealth Management
Tennessee
$367 – – –
SS
320
SBI Securities
Japan
$244 +$244 +4 New
GFPC
321
Global Financial Private Client
Florida
$183 +$183 +3 New
ADL
322
Asset Dedication LLC
California
$123 – – –
PWM
323
Parkworth Wealth Management
California
$122 +$122 +2 New
EBA
324
Eagle Bay Advisors
New York
$53 – – –
CSS
325
Cubist Systematic Strategies
Connecticut
– -$9.86M -207,148 Closed
11 12
13
14 15