Bloomin' Brands
BLMN
212 hedge funds and large institutions have $567M invested in Bloomin' Brands in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 76 reducing their positions, and 44 closing their positions.
309% more call options, than puts
Call options by funds: $5.94M | Put options by funds: $1.45M
2% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 44
1% less funds holding
Funds holding: 214 → 212 (-2)
9% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 76
5.72% less ownership
Funds ownership: 96.63% → 90.91% (-5.7%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
69% less capital invested
Capital invested by funds: $1.85B → $567M (-$1.28B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP
Jana Partners
New York
|
+$27.5M |
| 2 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$19.7M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$19.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$15.8M |
| 5 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$85.3M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$31.9M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$29.7M |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$15.3M |
| 5 |
Morgan Stanley
New York
|
-$12.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SF
251
Synovus Financial
Columbus,
Georgia
| – | -$1K | -59 | Closed |
|
252
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$1K | -46 | Closed |
|
|
TFO
253
Tarbox Family Office
Newport Beach,
California
| – | -$1K | -35 | Closed |
|
|
EI
254
Ellevest Inc
New York
| – | +$609 | +35 | New |
|
|
FHA
255
First Horizon Advisors
Memphis,
Tennessee
| – | +$1.13K | +65 | New |
|
BLMN Hedge Fund Activity: Q1 2020 in Review
212 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q1 2020, worth a combined $567M — down 69% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new BLMN positions and 44 closed out — a net gain of 1 holder — while 69 added to existing stakes and 76 trimmed.
The largest buyer was Jana Partners, adding an estimated $27.5M. The largest seller was AllianceBernstein, cutting an estimated $85.3M.
- 212 institutional investors held Bloomin' Brands (BLMN) as of Q1 2020, down from 214 in Q4 2019.
- Funds reported $567M of Bloomin' Brands stock for Q1 2020, down 69% quarter-over-quarter.
- 45 funds opened new Bloomin' Brands positions in Q1 2020 and 44 closed out, a net change of +1 holder.
- The largest Bloomin' Brands buyer in Q1 2020 was Jana Partners, an estimated $27.5M added.
- The largest Bloomin' Brands seller in Q1 2020 was AllianceBernstein, an estimated $85.3M sold.
Based on aggregated 13F filings for Q1 2020.