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Bread Financial

544 hedge funds and large institutions have $7.42B invested in Bread Financial in 2018 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 175 increasing their positions, 217 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
-22
Holders Change %
-3.89%
% of All Funds
12.14%
Holding in Top 10
16
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-15.79%
% of All Funds
0.36%
New
74
Increased
175
Reduced
217
Closed
92
Calls
$50.9M
Puts
$62.5M
Net Calls
-$11.5M
Net Calls Change
+$9.12M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
501
CAPTRUST Financial Advisors
North Carolina
$6K +$6K +48 New
RE
502
RBC Europe
United Kingdom
$5.55K -$1.69K -14 -23%
VFA
503
Valeo Financial Advisors
Indiana
$5K -$1K -8 -17%
HR
504
Howe & Rusling
New York
$5K -$625 -5 -11%
Rockefeller Capital Management
505
Rockefeller Capital Management
New York
$5K
AF
506
Advisornet Financial
Minnesota
$5K
PFBT
507
Parkside Financial Bank & Trust
Missouri
$5K +$1.97K +15 +65%
RA
508
Rational Advisors
New York
$5K +$4.39K +36 +720%
AIC
509
Ameritas Investment Company
Nebraska
$5K +$5K +40 New
AIL
510
AGF Investments LLC
Ontario, Canada
$4K -$2.42K -20 -38%
RMC
511
Resources Management Corp
Connecticut
$4K
TCM
512
Tradewinds Capital Management
Washington
$4K
EARNEST Partners
513
EARNEST Partners
Georgia
$4K
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$4K
WANY
515
Wealthspire Advisors (New York)
New York
$4K +$4K +34 New
PWMG
516
Prestige Wealth Management Group
New Jersey
$4K +$4K +35 New
JFGIW
517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$536 -5 -15%
OAJ
518
Ogorek Anthony Joseph
New York
$3K
AIM
519
Advantage Investment Management
Iowa
$3K
LC
520
Lavaca Capital
Texas
$3K +$3K +21 New
PCG
521
Private Capital Group
Connecticut
$2K -$308 -2 -13%
CCM
522
Cribstone Capital Management
Maine
$2K
TFO
523
Tarbox Family Office
California
$2K +$421 +4 +27%
FGC
524
Financial Gravity Companies
Texas
$2K +$2K +16 New
GWS
525
Glassman Wealth Services
Virginia
$2K +$2K +19 New