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Bloomin' Brands

263 hedge funds and large institutions have $2.71B invested in Bloomin' Brands in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 97 increasing their positions, 96 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

548% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $5.24M

8% more capital invested

Capital invested by funds: $2.52B → $2.71B (+$194M)

3.66% more ownership

Funds ownership: 112.64%116.3% (+3.7%)

1% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 96

4% less funds holding

Funds holding: 274263 (-11)

21% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 39

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
263
Holders Change
-11
Holders Change %
-4.01%
% of All Funds
4.13%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
97
Reduced
96
Closed
39
Calls
$33.9M
Puts
$5.24M
Net Calls
+$28.7M
Net Calls Change
+$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
226
UMB Bank
Missouri
$19.4K
GRP
227
Global Retirement Partners
California
$17.9K -$401 -16 -2%
WTC
228
WhitTier Trust Company
Nevada
$17.4K +$2.43K +97 +18%
QL
229
Quarry LP
New York
$14.2K +$13.2K +528 New
FHA
230
First Horizon Advisors
Tennessee
$14.2K
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$13.9K +$1.2K +48 +10%
IFAM
232
Institutional & Family Asset Management
Colorado
$11.7K +$100 +4 +0.9%
FGAM
233
Financial Gravity Asset Management
Texas
$11.5K +$25 +1 +4%
RFA
234
Register Financial Advisors
Georgia
$11.3K +$100 +4 +1%
PTC
235
Private Trust Company
Ohio
$10.5K +$225 +9 +2%
PVH
236
Psagot Value Holdings
Israel
$10K +$4.78K +191 +99%
BWA
237
BDO Wealth Advisors
Florida
$8.07K
C
238
Covestor
United Kingdom
$8K +$7.24K +289 +3,613%
PA
239
PSI Advisors
Florida
$7.31K
Barrow, Hanley, Mewhinney & Strauss
240
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.21K
SWM
241
Spire Wealth Management
Virginia
$5.38K
EWA
242
EverSource Wealth Advisors
Alabama
$4.33K
MRCM
243
M&R Capital Management
New Jersey
$4.11K +$1.58K +63 +71%
AF
244
Allworth Financial
California
$3.25K
BIA
245
Bell Investment Advisors
California
$2.72K -$501 -20 -17%
Fisher Asset Management
246
Fisher Asset Management
Washington
$2.66K
LC
247
Lindbrook Capital
California
$2.56K +$275 +11 +13%
HCP
248
Hexagon Capital Partners
Arkansas
$2.45K
Bessemer Group
249
Bessemer Group
New Jersey
$2K +$1.85K +74 New
FMII
250
Farmers & Merchants Investments Inc
Nebraska
$1.69K

BLMN Hedge Fund Activity: Q2 2023 in Review

263 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q2 2023, worth a combined $2.71B — up 7.7% from $2.52B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of BLMN and 31 opened new positions — a net loss of 8 holders — while 96 trimmed existing stakes and 97 added.

The largest buyer was Morgan Stanley, adding an estimated $72.3M. The largest seller was Millennium Management, cutting an estimated $62.9M.

  • 263 institutional investors held Bloomin' Brands (BLMN) as of Q2 2023, down from 274 in Q1 2023.
  • Funds reported $2.71B of Bloomin' Brands stock for Q2 2023, up 7.7% quarter-over-quarter.
  • 31 funds opened new Bloomin' Brands positions in Q2 2023 and 39 closed out, a net change of -8 holders.
  • The largest Bloomin' Brands buyer in Q2 2023 was Morgan Stanley, an estimated $72.3M added.
  • The largest Bloomin' Brands seller in Q2 2023 was Millennium Management, an estimated $62.9M sold.

Based on aggregated 13F filings for Q2 2023.