Bread Financial
329 hedge funds and large institutions have $3B invested in Bread Financial in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 105 increasing their positions, 127 reducing their positions, and 47 closing their positions.
23% more capital invested
Capital invested by funds: $2.44B → $3B (+$559M)
15% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $9.06M
9% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 47
0% more funds holding
Funds holding: 328 → 329 (+1)
4.34% less ownership
Funds ownership: 103% → 98.66% (-4.3%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
17% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$22.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$17.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$16.2M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$14.2M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
-$47.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$47.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$12.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$11.8M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
-$11.2M |
BFH Hedge Fund Activity: Q4 2024 in Review
329 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Bread Financial (BFH) for Q4 2024, worth a combined $3B — up 23% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new BFH positions and 47 closed out — a net gain of 4 holders — while 105 added to existing stakes and 127 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $22.1M. The largest seller was Turtle Creek Asset Management, cutting an estimated $47.6M.
- 329 institutional investors held Bread Financial (BFH) as of Q4 2024, up from 328 in Q3 2024.
- Funds reported $3B of Bread Financial stock for Q4 2024, up 23% quarter-over-quarter.
- 51 funds opened new Bread Financial positions in Q4 2024 and 47 closed out, a net change of +4 holders.
- The largest Bread Financial buyer in Q4 2024 was Point72 Asset Management, an estimated $22.1M added.
- The largest Bread Financial seller in Q4 2024 was Turtle Creek Asset Management, an estimated $47.6M sold.
Based on aggregated 13F filings for Q4 2024.