BFH icon

Bread Financial

529 hedge funds and large institutions have $12.2B invested in Bread Financial in 2018 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 187 increasing their positions, 192 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
-25
Holders Change %
-4.51%
% of All Funds
12.13%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.53%
New
53
Increased
187
Reduced
192
Closed
71
Calls
$89M
Puts
$91.9M
Net Calls
-$2.93M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
476
CSat Investment Advisory
Michigan
$17K +$17K +90 New
AWA
477
Acorn Wealth Advisors
Michigan
$16K
JFGIW
478
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$1.82K +10 +13%
CA
479
Crewe Advisors
Utah
$15K -$11.3K -61 -43%
CHP
480
Cable Hill Partners
Oregon
$15K
RCAG
481
Rehmann Capital Advisory Group
Michigan
$14.9K -$49.8K -267 -77%
JA
482
JOYN Advisors
Georgia
$14K -$105K -555 -88%
OIA
483
OneDigital Investment Advisors
Kansas
$14K -$17.3K -90 -55%
CLOS
484
Compagnie Lombard Odier SCmA
Switzerland
$14K -$11.8K -63 -46%
MI
485
Markston International
New York
$14K
S
486
SignatureFD
Georgia
$13K -$5.2K -28 -29%
MSE
487
MUFG Securities EMEA
United Kingdom
$13K +$13K +68 New
FPFS
488
First Personal Financial Services
North Carolina
$12K -$69K -374 -85%
CFD
489
Creative Financial Designs
Indiana
$12K +$12K +63 New
RE
490
RBC Europe
United Kingdom
$11.2K +$2.61K +14 +30%
Carson Wealth (CWM LLC)
491
Carson Wealth (CWM LLC)
Nebraska
$11K +$9.29K +49 +544%
CPIG
492
Chicago Partners Investment Group
Illinois
$10K -$12.3K -69 -55%
EA
493
Edge Advisors
Georgia
$10K -$6.07K -34 -38%
WA
494
WealthTrust-Arizona
Arizona
$9K -$7.02K -39 -44%
EDRH
495
Edmond de Rothschild Holding
Switzerland
$9K
HR
496
Howe & Rusling
New York
$9K +$1.17K +6 +15%
AF
497
Advisornet Financial
Minnesota
$8K -$1.42K -8 -15%
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$8K +$8K +41 New
GI
499
Gradient Investments
Minnesota
$7K
LFA
500
Legacy Financial Advisors
Kentucky
$7K