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Bread Financial

381 hedge funds and large institutions have $5.25B invested in Bread Financial in 2021 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 102 increasing their positions, 119 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+36
Holders Change %
+10.43%
% of All Funds
6.71%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
92
Increased
102
Reduced
119
Closed
55
Calls
$106M
Puts
$76.5M
Net Calls
+$29.1M
Net Calls Change
-$5.77M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
326
Gradient Investments
Minnesota
$14K +$14K +158 New
FFA
327
Freedman Financial Associates
Massachusetts
$13K
EIP
328
Ellis Investment Partners
Pennsylvania
$11K +$86 +1 +0.8%
CFFP
329
Center for Financial Planning
Michigan
$11K +$11K +125 New
AIG
330
American International Group
New York
$10.1K +$440 +4,917 +5%
IAIM
331
International Assets Investment Management
Florida
$10K
GAM
332
Gemmer Asset Management
California
$10K
Rockefeller Capital Management
333
Rockefeller Capital Management
New York
$10K +$174 +2 +2%
APA
334
American Portfolios Advisors
New York
$9.53K
VCM
335
Versant Capital Management
Arizona
$9K -$818 -9 -8%
COCM
336
Charter Oak Capital Management
New Hampshire
$9K
AF
337
Advisornet Financial
Minnesota
$8K
EW
338
Evoke Wealth
California
$8K +$4.36K +49 +120%
Jones Financial Companies
339
Jones Financial Companies
Missouri
$7K -$2.95K -32 -30%
CBT
340
CoreFirst Bank & Trust
Kansas
$7K
MI
341
Markston International
New York
$7K
FHC
342
First Horizon Corporation
Tennessee
$7K +$6.09K +74 +673%
EWA
343
Evolution Wealth Advisors
Florida
$6K
SWA
344
SOA Wealth Advisors
New York
$6K
IA
345
IFP Advisors
Florida
$5K
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$5K +$5K +55 New
RA
347
Resolute Advisors
California
$5K +$5K +58 New
EFSCE
348
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
EDRH
349
Edmond de Rothschild Holding
Switzerland
$4K
TWA
350
TCI Wealth Advisors
Arizona
$4K