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Bread Financial
BFH

Overview Fund Activity

472 hedge funds and large institutions have $6.5B invested in Bread Financial in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 160 increasing their positions, 179 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
472
Holders Change
-42
Holders Change %
-8.17%
% of All Funds
10.27%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.3%
New
61
Increased
160
Reduced
179
Closed
96
Calls
$32.4M
Puts
$71.2M
Net Calls
-$38.8M
Net Calls Change
+$22M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$109M
2
Citadel Advisors
Citadel Advisors
Florida
$114M
3
BA
Bridgewater Associates
Connecticut
$76.2M
4
AVC
Arlington Value Capital
Utah
$196M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$36.6M

Top Sellers

1
VH
ValueAct Holdings
California
$520M
2
BWA
Brave Warrior Advisors
New York
$0
3
WRF
Waddell & Reed Financial
Kansas
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.6M
5
ClearBridge Investments
ClearBridge Investments
New York
$18K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
451
SignatureFD
Georgia
$2K -$21.4K -171 -91%
CCM
452
Cribstone Capital Management
Maine
$2K – – –
EWA
453
Evolution Wealth Advisors
Florida
$2K +$2K +15 New
TF
454
TimeScale Financial
Massachusetts
$2K +$2K +18 New
SPIA
455
Steward Partners Investment Advisory
New York
$2K +$2K +21 New
HR
456
Howe & Rusling
New York
$1K -$2.88K -23 -74%
SFSIG
457
San Francisco Sentry Investment Group
California
$1K -$1.8K -18 -64%
PCG
458
Private Capital Group
Connecticut
$1K -$1K -5 -50%
GWM
459
Geneos Wealth Management
Colorado
$1K – – –
FRA
460
Front Row Advisors
California
$1K – – –
MA
461
MCF Advisors
Kentucky
$1K – – –
Carson Wealth (CWM LLC)
462
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CAM
463
ClariVest Asset Management
California
$1K +$556 +5 +125%
BWM
464
BerganKDV Wealth Management
Minnesota
$1K +$1K +8 New
CA
465
Crewe Advisors
Utah
$1K +$1K +13 New
GT
466
Glenmede Trust
Pennsylvania
$160 – +4 +0.3%
BWA
467
Brave Warrior Advisors
New York
– -$197M -1,412,083 Closed
WRF
468
Waddell & Reed Financial
Kansas
– -$122M -871,062 Closed
GIG
469
Goodnow Investment Group
Connecticut
– -$21M -150,272 Closed
CIM
470
Chiron Investment Management
New York
– -$18M -128,993 Closed
SC
471
Samlyn Capital
New York
– -$17.3M -123,738 Closed
LCM
472
Lucha Capital Management
California
– -$14.5M -103,970 Closed
N
473
Natixis
France
– -$9.49M -68,999 Closed
PCM
474
Prana Capital Management
Connecticut
– -$9.53M -68,260 Closed
Loomis, Sayles & Company
475
Loomis, Sayles & Company
Massachusetts
– -$7.37M -52,800 Closed
17 18
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