We are live on ! Find out more
BLMN icon

Bloomin' Brands
BLMN

289 hedge funds and large institutions have $1.85B invested in Bloomin' Brands in 2022 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 87 increasing their positions, 108 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $65.1M | Put options by funds: $19.8M

211% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 19

14% more funds holding

Funds holding: 254 → 289 (+35)

6% more capital invested

Capital invested by funds: $1.74B → $1.85B (+$113M)

1.16% more ownership

Funds ownership: 106.11% → 107.27% (+1.2%)

19% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 108

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
289
Holders Change
+35
Holders Change %
+13.78%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
59
Increased
87
Reduced
108
Closed
19
Calls
$65.1M
Puts
$19.8M
Net Calls
+$45.3M
Net Calls Change
+$17.8M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$29.1M
2
LSV Asset Management
LSV Asset Management
Illinois
+$28.6M
3
Boston Partners
Boston Partners
Massachusetts
+$22.6M
4
SSA
Schonfeld Strategic Advisors
New York
+$14.5M
5
Millennium Management
Millennium Management
New York
+$12.6M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$53.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$29.5M
3
TCG
Tremblant Capital Group
Florida
-$22.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$21.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
276
Carolinas Wealth Consulting
North Carolina
$604 +$650 +30 New
ECM
277
Everence Capital Management
Indiana
$372 – – –
JWA
278
JFS Wealth Advisors
Pennsylvania
$362 +$65 +3 +20%
FFA
279
Farther Finance Advisors
California
$362 +$390 +18 New
ASN
280
Advisory Services Network
Georgia
$342 +$368 +17 New
SIC
281
SJS Investment Consulting
Ohio
$201 +$130 +6 +150%
DI
282
Disciplined Investments
Oklahoma
$141 – – –
GWS
283
Glassman Wealth Services
Virginia
$121 – – –
AF
284
Advisornet Financial
Minnesota
$121 +$130 +6 New
TWP
285
TFO Wealth Partners
Ohio
$38 +$43 +2 New
DCM
286
DG Capital Management
New York
– -$11.8M -644,815 Closed
Voloridge Investment Management
287
Voloridge Investment Management
Florida
– -$4.12M -224,542 Closed
MC
288
Maverick Capital
Texas
– -$2.5M -136,174 Closed
SC
289
Samlyn Capital
New York
– -$2.38M -130,014 Closed
BA
290
Bridgewater Associates
Connecticut
– -$2.16M -117,906 Closed
PP
291
PDT Partners
New York
– -$1.53M -83,518 Closed
JF
292
Jump Financial
Illinois
– -$1.21M -65,976 Closed
LSA
293
Leonteq Securities AG
Switzerland
– -$791K -43,152 Closed
ACM
294
AlphaCrest Capital Management
New York
– -$514K -28,035 Closed
TCWM
295
Total Clarity Wealth Management
Illinois
– -$422K -23,020 Closed
B
296
Bailard
California
– -$337K -18,400 Closed
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
– -$284K -15,486 Closed
CFCI
298
Comprehensive Financial Consultants Institutional
Indiana
– -$233K -11,241 Closed
CL
299
CSS LLC
Illinois
– -$183K -10,000 Closed
SC
300
Steph & Co
Wisconsin
– -$168K -9,150 Closed
9 10 11
12
13

BLMN Hedge Fund Activity: Q4 2022 in Review

289 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q4 2022, worth a combined $1.85B — up 6.5% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new BLMN positions and 19 closed out — a net gain of 40 holders — while 87 added to existing stakes and 108 trimmed.

The largest buyer was Invesco, adding an estimated $29.1M. The largest seller was ClearBridge Investments, cutting an estimated $53.1M.

  • 289 institutional investors held Bloomin' Brands (BLMN) as of Q4 2022, up from 254 in Q3 2022.
  • Funds reported $1.85B of Bloomin' Brands stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 59 funds opened new Bloomin' Brands positions in Q4 2022 and 19 closed out, a net change of +40 holders.
  • The largest Bloomin' Brands buyer in Q4 2022 was Invesco, an estimated $29.1M added.
  • The largest Bloomin' Brands seller in Q4 2022 was ClearBridge Investments, an estimated $53.1M sold.

Based on aggregated 13F filings for Q4 2022.