Bread Financial
262 hedge funds and large institutions have $1.76B invested in Bread Financial in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 95 increasing their positions, 86 reducing their positions, and 24 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
38% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 24
11% more capital invested
Capital invested by funds: $1.59B → $1.76B (+$174M)
10% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 86
3% more funds holding
Funds holding: 254 → 262 (+8)
1.61% more ownership
Funds ownership: 100.77% → 102.38% (+1.6%)
77% less call options, than puts
Call options by funds: $6.61M | Put options by funds: $28.7M
Top Buyers
Top Sellers
BFH Hedge Fund Activity: Q3 2023 in Review
262 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bread Financial (BFH) for Q3 2023, worth a combined $1.76B — up 11% from $1.59B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BFH positions and 24 closed out — a net gain of 9 holders — while 95 added to existing stakes and 86 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $23.2M. The largest seller was Franklin Resources, cutting an estimated $51.1M.
- 262 institutional investors held Bread Financial (BFH) as of Q3 2023, up from 254 in Q2 2023.
- Funds reported $1.76B of Bread Financial stock for Q3 2023, up 11% quarter-over-quarter.
- 33 funds opened new Bread Financial positions in Q3 2023 and 24 closed out, a net change of +9 holders.
- The largest Bread Financial buyer in Q3 2023 was Arrowstreet Capital, an estimated $23.2M added.
- The largest Bread Financial seller in Q3 2023 was Franklin Resources, an estimated $51.1M sold.
Based on aggregated 13F filings for Q3 2023.