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Bloomin' Brands
BLMN

284 hedge funds and large institutions have $2.62B invested in Bloomin' Brands in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $38.7M | Put options by funds: $10.4M

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more funds holding

Funds holding: 266 → 284 (+18)

7% less capital invested

Capital invested by funds: $2.82B → $2.62B (-$192M)

10.11% less ownership

Funds ownership: 115.2% → 105.09% (-10%)

36% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 114

Holders
284
Holders Change
+18
Holders Change %
+6.77%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
50
Increased
73
Reduced
114
Closed
30
Calls
$38.7M
Puts
$10.4M
Net Calls
+$28.3M
Net Calls Change
+$11.2M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$36M
2
PCR
Potrero Capital Research
California
+$17.8M
3
Two Sigma Investments
Two Sigma Investments
New York
+$15M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.95M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.08M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$82.6M
2
ClearBridge Investments
ClearBridge Investments
New York
-$48.5M
3
Millennium Management
Millennium Management
New York
-$22.6M
4
Jane Street
Jane Street
New York
-$22.5M
5
Citigroup
Citigroup
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$631 – – –
ECM
277
Everence Capital Management
Indiana
$530 – – –
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$430 -$7.61K -280 -95%
CAM
279
Creekmur Asset Management
Illinois
$402 +$381 +14 New
SIC
280
SJS Investment Consulting
Ohio
$373 +$27 +1 +8%
AWM
281
Abound Wealth Management
Tennessee
$316 – – –
RIL
282
Rothschild Investment LLC
Illinois
$287 +$272 +10 New
DPW
283
DiNuzzo Private Wealth
Pennsylvania
$201 – – –
TWP
284
TFO Wealth Partners
Ohio
$29 – – –
WMSA
285
Weiss Multi-Strategy Advisers
New York
– -$15.2M -540,907 Closed
WP
286
Woodline Partners
California
– -$5.73M -203,434 Closed
TC
287
TwinBeech Capital
New York
– -$5.61M -199,330 Closed
Lazard Asset Management
288
Lazard Asset Management
New York
– -$4.48M -159,041 Closed
LIP
289
Lighthouse Investment Partners
Florida
– -$4.22M -150,000 Closed
JGC
290
J. Goldman & Co
New York
– -$2.11M -75,064 Closed
EP
291
Edgestream Partners
New Jersey
– -$1.85M -65,579 Closed
IWS
292
Insight Wealth Strategies
California
– -$1.51M -53,635 Closed
CSS
293
Cubist Systematic Strategies
Connecticut
– -$830K -29,489 Closed
AIA
294
Affinity Investment Advisors
California
– -$462K -16,407 Closed
FHB
295
First Hawaiian Bank
Hawaii
– -$448K -15,920 Closed
XT
296
XTX Topco
Cayman Islands
– -$424K -15,060 Closed
FC
297
FORA Capital
Florida
– -$408K -14,491 Closed
YIH
298
Y-Intercept (HK)
Hong Kong
– -$305K -10,831 Closed
NRD
299
Nebula Research & Development
New York
– -$249K -8,839 Closed
CAPTRUST Financial Advisors
300
CAPTRUST Financial Advisors
North Carolina
– -$238K -8,461 Closed
9 10 11
12
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BLMN Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q1 2024, worth a combined $2.62B — down 6.8% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BLMN positions and 30 closed out — a net gain of 20 holders — while 73 added to existing stakes and 114 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $36M. The largest seller was Morgan Stanley, cutting an estimated $82.6M.

  • 284 institutional investors held Bloomin' Brands (BLMN) as of Q1 2024, up from 266 in Q4 2023.
  • Funds reported $2.62B of Bloomin' Brands stock for Q1 2024, down 6.8% quarter-over-quarter.
  • 50 funds opened new Bloomin' Brands positions in Q1 2024 and 30 closed out, a net change of +20 holders.
  • The largest Bloomin' Brands buyer in Q1 2024 was Wellington Management Group, an estimated $36M added.
  • The largest Bloomin' Brands seller in Q1 2024 was Morgan Stanley, an estimated $82.6M sold.

Based on aggregated 13F filings for Q1 2024.