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Bread Financial
BFH

Overview Fund Activity

554 hedge funds and large institutions have $11.2B invested in Bread Financial in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 193 increasing their positions, 184 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
554
Holders Change
+19
Holders Change %
+3.55%
% of All Funds
12.72%
Holding in Top 10
19
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-20.83%
% of All Funds
0.44%
New
86
Increased
193
Reduced
184
Closed
61
Calls
$36.7M
Puts
$52.3M
Net Calls
-$15.6M
Net Calls Change
-$23.4M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$385M
2
AVC
Arlington Value Capital
Utah
+$137M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$135M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$101M
5
Boston Partners
Boston Partners
Massachusetts
+$99.7M

Top Sellers

1
UIM
USS Investment Management
United Kingdom
-$172M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$129M
3
AssetMark Inc
AssetMark Inc
California
-$109M
4
American Century Companies
American Century Companies
Missouri
-$101M
5
Edgewood Management
Edgewood Management
Connecticut
-$96.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEC
501
Winslow Evans & Crocker
Massachusetts
$15.3K – – –
EA
502
Edge Advisors
Georgia
$15K -$42.8K -257 -74%
WA
503
WealthTrust-Arizona
Arizona
$15K – – –
FGC
504
Financial Gravity Companies
Texas
$14K +$14K +85 New
FGAM
505
Financial Gravity Asset Management
Texas
$14K +$14K +85 New
MI
506
Markston International
New York
$13K – – –
CHP
507
Cable Hill Partners
Oregon
$13K – – –
AWA
508
Acorn Wealth Advisors
Michigan
$13K – – –
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$4.67K +28 +56%
IWM
510
IHT Wealth Management
Illinois
$11K – – –
CCA
511
Clearwater Capital Advisors
Illinois
$11K +$11K +63 New
KA
512
Kaizen Advisory
Illinois
$10K – – –
EDRH
513
Edmond de Rothschild Holding
Switzerland
$9K – – –
AF
514
Advisornet Financial
Minnesota
$9K +$1.36K +8 +18%
WC
515
Whitnell & Co
Illinois
$9K +$9K +50 New
APP
516
Avantax Planning Partners
Iowa
$9K +$9K +55 New
RE
517
RBC Europe
United Kingdom
$7.88K +$7.88K +46 New
ACM
518
AUA Capital Management
Pennsylvania
$7K – – –
HR
519
Howe & Rusling
New York
$7K +$1.58K +9 +29%
GI
520
Gradient Investments
Minnesota
$6K -$514 -3 -8%
TCM
521
Tradewinds Capital Management
Washington
$6K – – –
LFA
522
Legacy Financial Advisors
Kentucky
$6K – – –
EARNEST Partners
523
EARNEST Partners
Georgia
$6K – – –
SPIA
524
Steward Partners Investment Advisory
New York
$6K +$1.58K +10 +36%
CAPTRUST Financial Advisors
525
CAPTRUST Financial Advisors
North Carolina
$6K +$6K +36 New
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