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Bloomin' Brands
BLMN

254 hedge funds and large institutions have $2.57B invested in Bloomin' Brands in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $80.8M | Put options by funds: $47.2M

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

45% more capital invested

Capital invested by funds: $1.76B → $2.57B (+$801M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 232 → 254 (+22)

3.93% more ownership

Funds ownership: 103.66% → 107.58% (+3.9%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
4.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
65
Increased
65
Reduced
97
Closed
40
Calls
$80.8M
Puts
$47.2M
Net Calls
+$33.6M
Net Calls Change
+$7.55M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$67.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$67.1M
3
TCG
Tremblant Capital Group
Florida
+$61.5M
4
ClearBridge Investments
ClearBridge Investments
New York
+$56.5M
5
Jennison Associates
Jennison Associates
New York
+$22.5M

Top Sellers

1
JP
Jana Partners
New York
-$77.7M
2
WHG
Westwood Holdings Group
Texas
-$30M
3
SAM
Scopus Asset Management
New York
-$21.2M
4
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
-$20M
5
DKCM
Davidson Kempner Capital Management
New York
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
RP
26
Reinhart Partners
Wisconsin
$28.1M -$1.66M -68,547 -6%
Morgan Stanley
27
Morgan Stanley
New York
$27.9M -$11.4M -470,005 -31%
Northern Trust
28
Northern Trust
Illinois
$27.2M -$216K -8,921 -0.9%
UBS AM
29
UBS AM
Illinois
$25.4M +$20.5M +845,038 +890%
JP Morgan Chase
30
JP Morgan Chase
New York
$24.5M +$6.79M +280,287 +45%
Norges Bank
31
Norges Bank
Norway
$23.7M -$3.82M -157,757 -15%
IP
32
Isomer Partners
New York
$23M +$20.6M +850,000 New
CCM
33
Clearfield Capital Management
New York
$22.9M +$15.2M +625,900 +285%
MOACM
34
Mutual of America Capital Management
New York
$20.1M -$1.62M -67,015 -8%
N
35
Nuveen
North Carolina
$19.4M -$502K -20,705 -3%
DCM
36
DG Capital Management
New York
$16.6M – – –
Wells Fargo
37
Wells Fargo
California
$15.8M -$5.63M -232,360 -28%
PPA
38
Parametric Portfolio Associates
Washington
$14.7M -$2.47M -102,147 -16%
LCG
39
Lisanti Capital Growth
New York
$14M +$12.5M +517,365 New
CM
40
Corvex Management
New York
$12.4M +$11.1M +457,230 New
Prudential Financial
41
Prudential Financial
New Jersey
$12.4M -$9.58M -395,250 -46%
Federated Hermes
42
Federated Hermes
Pennsylvania
$11.6M +$7.17M +296,004 +224%
American Century Companies
43
American Century Companies
Missouri
$11.4M -$1.89M -77,877 -16%
WCM
44
Wedge Capital Management
North Carolina
$10.6M -$2.09M -86,374 -18%
Ameriprise
45
Ameriprise
Minnesota
$10.4M +$563K +23,248 +6%
Renaissance Technologies
46
Renaissance Technologies
New York
$10.3M +$4.85M +200,000 +110%
CM
47
Castleark Management
Illinois
$10.1M +$9.06M +373,915 New
XWM
48
Xcel Wealth Management
Florida
$9.45M -$1.17M -48,091 -12%
Barclays
49
Barclays
United Kingdom
$9.43M -$1.46M -60,061 -15%
SG Americas Securities
50
SG Americas Securities
New York
$9.39M +$8.28M +341,837 +6,340%
1
2
3 4 5

BLMN Hedge Fund Activity: Q1 2021 in Review

254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q1 2021, worth a combined $2.57B — up 45% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BLMN positions and 40 closed out — a net gain of 25 holders — while 65 added to existing stakes and 97 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $67.9M. The largest seller was Jana Partners, exiting entirely with an estimated $77.7M sold.

  • 254 institutional investors held Bloomin' Brands (BLMN) as of Q1 2021, up from 232 in Q4 2020.
  • Funds reported $2.57B of Bloomin' Brands stock for Q1 2021, up 45% quarter-over-quarter.
  • 65 funds opened new Bloomin' Brands positions in Q1 2021 and 40 closed out, a net change of +25 holders.
  • The largest Bloomin' Brands buyer in Q1 2021 was T. Rowe Price Associates, an estimated $67.9M added.
  • The largest Bloomin' Brands seller in Q1 2021 was Jana Partners, an estimated $77.7M sold.

Based on aggregated 13F filings for Q1 2021.