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Bread Financial

264 hedge funds and large institutions have $1.53B invested in Bread Financial in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 96 increasing their positions, 101 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-20
Holders Change %
-7.04%
% of All Funds
4.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
25
Increased
96
Reduced
101
Closed
40
Calls
$17.2M
Puts
$15M
Net Calls
+$2.18M
Net Calls Change
+$7.63M
Name Holding Trade Value Shares
Change
Shares
Change %
FF
201
FourThought Financial
Florida
$24K -$24.3K -766 -50%
LC
202
Lindbrook Capital
California
$23K -$1.72K -55 -7%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$23K +$11.8K +377 +105%
SWA
204
Sutton Wealth Advisors
Florida
$22.3K +$314 +10 +1%
SPIA
205
Steward Partners Investment Advisory
New York
$22K
KBC Group
206
KBC Group
Belgium
$21K -$80.5K -2,556 -79%
EBA
207
Eagle Bay Advisors
New York
$20K
BTI
208
Blue Trust Inc
Georgia
$19K +$14.3K +390 +300%
TWA
209
TCI Wealth Advisors
Arizona
$17K +$6.03K +197 +55%
HIA
210
Harbor Investment Advisory
Maryland
$14K -$3.18K -100 -19%
EI
211
Ellevest Inc
New York
$14K +$5.39K +168 +63%
WFA
212
Wipfli Financial Advisors
Wisconsin
$14K +$14K +456 New
QC
213
Quent Capital
New York
$13K +$1.82K +56 +16%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$12K -$8.88K -284 -43%
RTC
215
Riverview Trust Company
Washington
$11K +$11K +355 New
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$9K -$1.47K -51 -14%
QCG
217
Quadrant Capital Group
Ohio
$7K -$3.53K -116 -34%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$7K -$3.38K -113 -33%
PA
219
Parallel Advisors
California
$7K -$3.34K -111 -32%
National Bank of Canada
220
National Bank of Canada
Quebec, Canada
$6K
GIA
221
GHP Investment Advisors
Colorado
$6K
MCC
222
Money Concepts Capital
Florida
$6K +$6K +176 New
JEST
223
JTC Employer Solutions Trustee
Jersey
$5K
BBHC
224
Brown Brothers Harriman & Co
New York
$5K +$87 +3 +2%
S
225
SignatureFD
Georgia
$4K -$608 -19 -13%