Bloomin' Brands
BLMN
214 hedge funds and large institutions have $1.85B invested in Bloomin' Brands in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 59 increasing their positions, 99 reducing their positions, and 21 closing their positions.
171% more call options, than puts
Call options by funds: $15.1M | Put options by funds: $5.57M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
8% more capital invested
Capital invested by funds: $1.71B → $1.85B (+$145M)
1% more funds holding
Funds holding: 211 → 214 (+3)
7.24% less ownership
Funds ownership: 103.87% → 96.63% (-7.2%)
40% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.6M |
| 3 |
Goldman Sachs
New York
|
+$9.37M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$8.83M |
| 5 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$7.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
-$30M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$15.9M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$14.2M |
| 4 |
1M
13D Management
New York
|
-$13.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
226
HRT Financial
New York
| – | -$447K | -23,637 | Closed |
|
|
FRM
227
Fox Run Management
Greenwich,
Connecticut
| – | -$396K | -20,940 | Closed |
|
|
TEE
228
Tibra Equities Europe
London,
United Kingdom
| – | -$292K | -15,400 | Closed |
|
|
VF
229
Virtu Financial
New York
| – | -$277K | -14,608 | Closed |
|
230
Citadel Advisors
Miami,
Florida
| – | -$297K | -13,988 | Closed |
|
231
CIBC Asset Management
Toronto,
Ontario, Canada
| – | -$227K | -12,000 | Closed |
|
232
Acadian Asset Management
Boston,
Massachusetts
| – | -$56K | -2,961 | Closed |
|
|
TRCT
233
Tower Research Capital (TRC)
New York
| – | -$31K | -1,660 | Closed |
|
|
AIM
234
Aigen Investment Management
New York
| – | +$64 | +3 | New |
|
BLMN Hedge Fund Activity: Q4 2019 in Review
214 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q4 2019, worth a combined $1.85B — up 8.5% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new BLMN positions and 21 closed out — a net gain of 9 holders — while 59 added to existing stakes and 99 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.9M. The largest seller was Jana Partners, cutting an estimated $30M.
- 214 institutional investors held Bloomin' Brands (BLMN) as of Q4 2019, up from 211 in Q3 2019.
- Funds reported $1.85B of Bloomin' Brands stock for Q4 2019, up 8.5% quarter-over-quarter.
- 30 funds opened new Bloomin' Brands positions in Q4 2019 and 21 closed out, a net change of +9 holders.
- The largest Bloomin' Brands buyer in Q4 2019 was Morgan Stanley, an estimated $13.9M added.
- The largest Bloomin' Brands seller in Q4 2019 was Jana Partners, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2019.