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Bread Financial

453 hedge funds and large institutions have $14.5B invested in Bread Financial in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 165 increasing their positions, 191 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $112M | Put options by funds: $31.9M

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

0% less funds holding

Funds holding: 454453 (-1)

3.1% less ownership

Funds ownership: 134.78%131.68% (-3.1%)

13% less capital invested

Capital invested by funds: $16.7B → $14.5B (-$2.25B)

14% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 191

27% less funds holding in top 10

Funds holding in top 10: 2216 (-6)

Holders
453
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
13.15%
Holding in Top 10
16
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-27.27%
% of All Funds
0.46%
New
48
Increased
165
Reduced
191
Closed
41
Calls
$112M
Puts
$31.9M
Net Calls
+$80.4M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Change in
Stake
WRF
1
Waddell & Reed Financial
Kansas
$1.12B +$153M +728,602 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B +$32.7M +155,884 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$882M +$204M +971,685 +28%
State Street
4
State Street
Massachusetts
$628M +$23.5M +112,090 +4%
AIM
5
abrdn Investment Management
United Kingdom
$470M +$95.9M +456,447 +24%
Wells Fargo
6
Wells Fargo
California
$425M -$33.7M -160,323 -7%
Edgewood Management
7
Edgewood Management
Connecticut
$382M +$9.24M +44,006 +2%
BIT
8
BlackRock Institutional Trust
California
$362M +$10.1M +48,246 +3%
TCM
9
TimesSquare Capital Management
New York
$347M +$877K +4,176 +0.2%
Bank of America
10
Bank of America
North Carolina
$322M +$103M +491,764 +43%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$320M -$248M -1,181,054 -42%
American Century Companies
12
American Century Companies
Missouri
$316M +$12.9M +61,509 +4%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$292M -$44.4M -211,485 -13%
Invesco
14
Invesco
Georgia
$266M -$29.9M -142,131 -10%
BA
15
BlackRock Advisors
Delaware
$216M +$33.9M +161,587 +17%
FAM
16
Fred Alger Management
New York
$208M +$37.9M +180,564 +21%
JHIU
17
Janus Henderson Investors US
Colorado
$193M -$27.5M -130,688 -12%
BFA
18
BlackRock Fund Advisors
California
$190M +$11M +52,526 +6%
Northern Trust
19
Northern Trust
Illinois
$179M -$1.37M -6,517 -0.7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$178M +$2.14M +10,170 +1%
Deutsche Bank
21
Deutsche Bank
Germany
$173M -$18.1M -86,259 -9%
CWG
22
C WorldWide Group
Denmark
$171M +$181M +863,505 New
TCIM
23
TIAA CREF Investment Management
New York
$167M -$16.2M -77,272 -8%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$167M +$1.62M +7,701 +0.9%
KI
25
Kalmar Investments
Delaware
$145M -$1.42M -6,777 -0.9%

BFH Hedge Fund Activity: Q3 2014 in Review

453 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Bread Financial (BFH) for Q3 2014, worth a combined $14.5B — down 13% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BFH positions and 41 closed out — a net gain of 7 holders — while 165 added to existing stakes and 191 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $204M. The largest seller was Fidelity Investments, cutting an estimated $248M.

  • 453 institutional investors held Bread Financial (BFH) as of Q3 2014, down from 454 in Q2 2014.
  • Funds reported $14.5B of Bread Financial stock for Q3 2014, down 13% quarter-over-quarter.
  • 48 funds opened new Bread Financial positions in Q3 2014 and 41 closed out, a net change of +7 holders.
  • The largest Bread Financial buyer in Q3 2014 was JP Morgan Chase, an estimated $204M added.
  • The largest Bread Financial seller in Q3 2014 was Fidelity Investments, an estimated $248M sold.

Based on aggregated 13F filings for Q3 2014.