BFH icon

Bread Financial
BFH

Overview Fund Activity

447 hedge funds and large institutions have $4.88B invested in Bread Financial in 2019 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 156 increasing their positions, 140 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-3
Holders Change %
-0.67%
% of All Funds
8.83%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
91
Increased
156
Reduced
140
Closed
81
Calls
$138M
Puts
$120M
Net Calls
+$17.8M
Net Calls Change
+$30.9M

Top Buyers

1
OFM
Okumus Fund Management
Cayman Islands
$153M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$172M
3
AQR Capital Management
AQR Capital Management
Connecticut
$118M
4
ACL
Azora Capital LP
Florida
$62.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$51.2M

Top Sellers

1
VH
ValueAct Holdings
California
$37M
2
Parnassus Investments
Parnassus Investments
California
$48M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$96.9M
4
BA
Bridgewater Associates
Connecticut
$13.4M
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
401
MUFG Americas
New York
$10K – – –
SSB
402
Sandy Spring Bank
Maryland
$10K – – –
BFC
403
Bedel Financial Consulting
Indiana
$9K – – –
LWANC
404
Laurel Wealth Advisors (North Carolina)
North Carolina
$9K – – –
ACM
405
Allred Capital Management
Texas
$8.3K +$8.3K +93 New
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K +$8K +88 New
FHA
407
First Horizon Advisors
Tennessee
$8K +$8K +93 New
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$8K +$8K +94 New
MI
409
Markston International
New York
$7K – – –
GAM
410
Gemmer Asset Management
California
$7K – – –
ASN
411
Advisory Services Network
Georgia
$7K +$4.61K +58 +193%
TPCW
412
TD Private Client Wealth
New York
$6.51K +$6.51K +73 New
EIP
413
Ellis Investment Partners
Pennsylvania
$6K +$86 +1 +1%
ZB
414
Zions Bancorporation
Utah
$5K -$5.69K -58 -53%
DAM
415
Delta Asset Management
Tennessee
$5K – – –
RE
416
RBC Europe
United Kingdom
$4.15K – – –
EIM
417
Essex Investment Management
Massachusetts
$4K – – –
VFA
418
Valeo Financial Advisors
Indiana
$4K – – –
KPW
419
Kore Private Wealth
New York
$4K +$4K +45 New
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
TCM
421
Tradewinds Capital Management
Washington
$3K – – –
EARNEST Partners
422
EARNEST Partners
Georgia
$3K – – –
MF
423
Manchester Financial
California
$3K +$3K +30 New
CCM
424
Covington Capital Management
California
$3K +$3K +34 New
BCWM
425
Bartlett & Co Wealth Management
Ohio
$2.47K – – –
15 16
17
18 19