Bread Financial
307 hedge funds and large institutions have $2.57B invested in Bread Financial in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 103 reducing their positions, and 82 closing their positions.
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
0.37% less ownership
Funds ownership: 91.97% → 91.6% (-0.37%)
4% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 103
11% less funds holding
Funds holding: 346 → 307 (-39)
15% less capital invested
Capital invested by funds: $3.02B → $2.57B (-$449M)
23% less call options, than puts
Call options by funds: $29.2M | Put options by funds: $37.9M
43% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 82
Top Buyers
Top Sellers
BFH Hedge Fund Activity: Q1 2022 in Review
307 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Bread Financial (BFH) for Q1 2022, worth a combined $2.57B — down 15% from $3.02B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of BFH and 47 opened new positions — a net loss of 35 holders — while 103 trimmed existing stakes and 99 added.
The largest buyer was Fidelity Investments, adding an estimated $177M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $74.4M.
- 307 institutional investors held Bread Financial (BFH) as of Q1 2022, down from 346 in Q4 2021.
- Funds reported $2.57B of Bread Financial stock for Q1 2022, down 15% quarter-over-quarter.
- 47 funds opened new Bread Financial positions in Q1 2022 and 82 closed out, a net change of -35 holders.
- The largest Bread Financial buyer in Q1 2022 was Fidelity Investments, an estimated $177M added.
- The largest Bread Financial seller in Q1 2022 was Thrivent Financial for Lutherans, an estimated $74.4M sold.
Based on aggregated 13F filings for Q1 2022.