Bread Financial
493 hedge funds and large institutions have $17.1B invested in Bread Financial in 2014 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 214 increasing their positions, 151 reducing their positions, and 39 closing their positions.
119% more call options, than puts
Call options by funds: $45.3M | Put options by funds: $20.7M
118% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 39
44% more funds holding in top 10
Funds holding in top 10: 16 → 23 (+7)
42% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 151
18% more capital invested
Capital invested by funds: $14.5B → $17.1B (+$2.61B)
9% more funds holding
Funds holding: 453 → 493 (+40)
14.67% less ownership
Funds ownership: 131.68% → 117.01% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$154M |
| 2 |
Neuberger Berman Group
New York
|
+$118M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$90M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$71.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$333M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$119M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$83.9M |
| 4 |
Barclays
London,
United Kingdom
|
-$62.1M |
| 5 |
HHC
Hutchin Hill Capital
New York
|
-$56M |
BFH Hedge Fund Activity: Q4 2014 in Review
493 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Bread Financial (BFH) for Q4 2014, worth a combined $17.1B — up 18% from $14.5B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new BFH positions and 39 closed out — a net gain of 46 holders — while 214 added to existing stakes and 151 trimmed.
The largest buyer was Vanguard Group, adding an estimated $154M. The largest seller was Bank of America, cutting an estimated $333M.
- 493 institutional investors held Bread Financial (BFH) as of Q4 2014, up from 453 in Q3 2014.
- Funds reported $17.1B of Bread Financial stock for Q4 2014, up 18% quarter-over-quarter.
- 85 funds opened new Bread Financial positions in Q4 2014 and 39 closed out, a net change of +46 holders.
- The largest Bread Financial buyer in Q4 2014 was Vanguard Group, an estimated $154M added.
- The largest Bread Financial seller in Q4 2014 was Bank of America, an estimated $333M sold.
Based on aggregated 13F filings for Q4 2014.