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Bread Financial

566 hedge funds and large institutions have $11.9B invested in Bread Financial in 2018 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 164 increasing their positions, 216 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+37
Holders Change %
+6.99%
% of All Funds
12.96%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.44%
New
76
Increased
164
Reduced
216
Closed
33
Calls
$72.8M
Puts
$93.5M
Net Calls
-$20.7M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HR
526
Howe & Rusling
New York
$9K -$200 -1 -2%
AF
527
Advisornet Financial
Minnesota
$9K
CPIG
528
Chicago Partners Investment Group
Illinois
$9K
Rockefeller Capital Management
529
Rockefeller Capital Management
New York
$8K
VFA
530
Valeo Financial Advisors
Indiana
$8K +$3K +18 +60%
GI
531
Gradient Investments
Minnesota
$7K
RMC
532
Resources Management Corp
Connecticut
$7K +$7K +38 New
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K -$10K -55 -63%
EARNEST Partners
534
EARNEST Partners
Georgia
$6K
TCM
535
Tradewinds Capital Management
Washington
$6K
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$6K +$400 +2 +7%
CFD
537
Creative Financial Designs
Indiana
$5K -$6.25K -35 -56%
OAJ
538
Ogorek Anthony Joseph
New York
$5K
PFBT
539
Parkside Financial Bank & Trust
Missouri
$5K
AIM
540
Advantage Investment Management
Iowa
$5K +$5K +28 New
SPIA
541
Steward Partners Investment Advisory
New York
$4K -$2.48K -13 -38%
CCM
542
Cribstone Capital Management
Maine
$4K
AWM
543
Aevitas Wealth Management
Massachusetts
$3K
VCM
544
Versant Capital Management
Arizona
$3K
TFO
545
Tarbox Family Office
California
$3K
FC
546
Ferris Capital
Massachusetts
$3K
APP
547
Avantax Planning Partners
Iowa
$3K +$3K +15 New
WSTAM
548
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$3K +16 New
MA
549
MCF Advisors
Kentucky
$2K -$2K -9 -50%
EFSCE
550
Enterprise Financial Services Corp (EFSC)
Missouri
$2K