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Bread Financial

500 hedge funds and large institutions have $11.8B invested in Bread Financial in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 183 increasing their positions, 188 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
-17
Holders Change %
-3.29%
% of All Funds
12.48%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.45%
New
51
Increased
183
Reduced
188
Closed
60
Calls
$38.2M
Puts
$117M
Net Calls
-$79M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CTC
476
Central Trust Company
Missouri
$5K
AIL
477
AGF Investments LLC
Ontario, Canada
$5K
SPIA
478
Steward Partners Investment Advisory
New York
$5K +$2.76K +16 +123%
VFA
479
Valeo Financial Advisors
Indiana
$5K +$5K +26 New
CCM
480
Cribstone Capital Management
Maine
$4K
HR
481
Howe & Rusling
New York
$4K
GWS
482
Glassman Wealth Services
Virginia
$4K
HWP
483
Hefty Wealth Partners
Indiana
$4K
MWM
484
Mascoma Wealth Management
New Hampshire
$4K +$400 +2 +11%
FMII
485
Farmers & Merchants Investments Inc
Nebraska
$4K +$1.2K +6 +43%
AFNAS
486
American Financial Network Advisory Services
California
$4K +$4K +20 New
PCP
487
Proficio Capital Partners
Massachusetts
$2K -$15.2K -76 -88%
PFBT
488
Parkside Financial Bank & Trust
Missouri
$2K -$1.6K -8 -44%
MA
489
MCF Advisors
Kentucky
$2K
CAW
490
Cornerstone Advisors (Washington)
Washington
$2K
EFSCE
491
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
EWM
492
Endurance Wealth Management
Rhode Island
$2K +$2K +9 New
BTIS
493
BB&T Investment Services
North Carolina
$1K -$61.3K -245 -98%
TFO
494
Tarbox Family Office
California
$1K -$4.75K -19 -83%
OFW
495
Omnia Family Wealth
Florida
$1K -$2.17K -13 -68%
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$1K -$800 -4 -44%
VCM
497
Versant Capital Management
Arizona
$1K
CAM
498
ClariVest Asset Management
California
$1K
RIA
499
RPG Investment Advisory
California
$1K +$1K +5 New
WHG
500
Westwood Holdings Group
Texas
-$86.2M -421,478 Closed