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 %
PFO
326
Pathstone Family Office
New Jersey
$2K +$2K +40 New
FF
327
FourThought Financial
Florida
$2K +$2K +41 New
BCWM
328
Bartlett & Co Wealth Management
Ohio
$1.85K +$179 +3 +11%
TSW
329
Thompson Siegel & Walmsley
Virginia
$1K -$3.5M -80,542 -100%
ASN
330
Advisory Services Network
Georgia
$1K -$21.5K -408 -96%
TFO
331
Tarbox Family Office
California
$1K -$238 -5 -19%
TFM
332
TFC Financial Management
Massachusetts
$1K – – –
CFB
333
Cullen/Frost Bankers
Texas
$1K – – –
CFGS
334
Concourse Financial Group Securities
Alabama
$1K – – –
MA
335
MCF Advisors
Kentucky
$1K – – –
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
TWM
337
Tradition Wealth Management
Minnesota
$1K +$1K +10 New
CI
338
CX Institutional
Indiana
$1K +$1K +10 New
PWPS
339
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +11 New
PWMG
340
Prestige Wealth Management Group
New Jersey
$1K +$1K +14 New
AW
341
Avion Wealth
Texas
$1K +$1K +18 New
FPS
342
Fieldpoint Private Securities
Connecticut
$1K +$1K +25 New
MSL
343
Mackay Shields LLC
New York
– -$4.7M -140,164 Closed
IP
344
Interval Partners
New York
– -$3.63M -108,217 Closed
SSA
345
Schonfeld Strategic Advisors
New York
– -$3.19M -95,091 Closed
AL
346
AJO LP
Pennsylvania
– -$2.7M -80,534 Closed
WG
347
Winton Group
United Kingdom
– -$1.99M -59,467 Closed
EGM
348
Engineers Gate Manager
New York
– -$1.64M -49,036 Closed
TI
349
Trexquant Investment
Connecticut
– -$1.09M -32,420 Closed
Qube Research & Technologies (QRT)
350
Qube Research & Technologies (QRT)
United Kingdom
– -$667K -19,915 Closed
12 13
14
15 16