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Bread Financial

384 hedge funds and large institutions have $4.96B invested in Bread Financial in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 130 increasing their positions, 131 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+3
Holders Change %
+0.79%
% of All Funds
6.7%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.19%
New
49
Increased
130
Reduced
131
Closed
41
Calls
$362M
Puts
$120M
Net Calls
+$243M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
326
TD Private Client Wealth
New York
$32.5K -$4.82K -58 -13%
BCA
327
Berman Capital Advisors
Georgia
$30K -$738 -9 -2%
HPC
328
HM Payson & Co
Maine
$24K
ST
329
Sageworth Trust
Pennsylvania
$20K +$20K +238 New
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$18K +219 New
CB
331
CNB Bank
Pennsylvania
$17K -$17.8K -218 -51%
S
332
SignatureFD
Georgia
$15K -$1.42K -17 -9%
GI
333
Gradient Investments
Minnesota
$13K
LC
334
Lindbrook Capital
California
$13K
FFA
335
Freedman Financial Associates
Massachusetts
$12K
DA
336
Denali Advisors
California
$12K +$10.7K +125 +833%
SAI
337
Systematic Alpha Investments
New Jersey
$11K
CFFP
338
Center for Financial Planning
Michigan
$10K
CWA
339
Clearview Wealth Advisors
Oregon
$10K +$10K +115 New
AIG
340
American International Group
New York
$9.2K -$176 -2,119 -2%
GAM
341
Gemmer Asset Management
California
$9K
COCM
342
Charter Oak Capital Management
New Hampshire
$9K
Loomis, Sayles & Company
343
Loomis, Sayles & Company
Massachusetts
$9K +$9K +103 New
CP
344
Corbenic Partners
Pennsylvania
$9K +$9K +103 New
APA
345
American Portfolios Advisors
New York
$8.86K
LWANC
346
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K +$8K +94 New
VCM
347
Versant Capital Management
Arizona
$7K -$1.77K -20 -20%
FHC
348
First Horizon Corporation
Tennessee
$7K
MI
349
Markston International
New York
$7K
AF
350
Advisornet Financial
Minnesota
$7K