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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 %
HI
351
Harbour Investments
Wisconsin
$7K +$5.44K +63 +350%
SWA
352
SOA Wealth Advisors
New York
$6K
EWA
353
Evolution Wealth Advisors
Florida
$6K
CBT
354
CoreFirst Bank & Trust
Kansas
$6K
RA
355
Resolute Advisors
California
$5K
TWA
356
TCI Wealth Advisors
Arizona
$4K
SBL
357
Sargent Bickham Lagudis
Colorado
$4K
EDRH
358
Edmond de Rothschild Holding
Switzerland
$4K
IA
359
IFP Advisors
Florida
$4K
EW
360
Evoke Wealth
California
$3K -$3.59K -49 -54%
BC
361
Bartlett & Co
Ohio
$3K
EFSCE
362
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
FF
363
FourThought Financial
Florida
$3K
EARNEST Partners
364
EARNEST Partners
Georgia
$3K
SB
365
Strategic Blueprint
Georgia
$3K +$3K +30 New
BCWM
366
Bartlett & Co Wealth Management
Ohio
$2.61K
GWS
367
Glassman Wealth Services
Virginia
$2K
First Manhattan
368
First Manhattan
New York
$2K
JMF
369
Johnson Midwest Financial
Iowa
$2K
TFO
370
Tarbox Family Office
California
$2K
FPS
371
Fieldpoint Private Securities
Connecticut
$2K
CAM
372
ClariVest Asset Management
California
$2K +$1.1K +11 +122%
LF
373
Lee Financial
Texas
$2K +$2K +29 New
Nisa Investment Advisors
374
Nisa Investment Advisors
Missouri
$1.3K -$137 -1,642 -9%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$1K