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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

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

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
Two Sigma Investments
26
Two Sigma Investments
New York
$17.7M +$15M +552,756 +843%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$17.2M -$6.79M -249,790 -29%
ClearBridge Investments
28
ClearBridge Investments
New York
$16.3M -$48.5M -1,783,448 -76%
EIP
29
Easterly Investment Partners
Massachusetts
$16.2M +$283K +10,396 +2%
GLA
30
Great Lakes Advisors
Illinois
$14.8M -$184K -6,758 -1%
UBS AM
31
UBS AM
Illinois
$14.3M -$205K -7,530 -1%
JP Morgan Chase
32
JP Morgan Chase
New York
$14.2M -$3.96M -145,650 -23%
MOACM
33
Mutual of America Capital Management
New York
$13.3M -$4.96M -182,519 -28%
Ameriprise
34
Ameriprise
Minnesota
$13.2M -$983K -36,147 -7%
PCM
35
Penn Capital Management
Pennsylvania
$12.6M -$1.11M -40,832 -9%
Bank of America
36
Bank of America
North Carolina
$12.3M -$96.3K -3,541 -0.8%
RA
37
Royce & Associates
New York
$11.8M -$1.07M -39,168 -9%
Norges Bank
38
Norges Bank
Norway
$11.5M +$2.89M +106,311 +36%
Goldman Sachs
39
Goldman Sachs
New York
$10.6M -$8.8M -323,624 -47%
Verition Fund Management
40
Verition Fund Management
Connecticut
$10.4M +$3.95M +145,432 +67%
CFM
41
Coronation Fund Managers
South Africa
$10.2M -$1.16M -42,687 -11%
Hotchkis & Wiley Capital Management
42
Hotchkis & Wiley Capital Management
California
$9.75M -$153K -5,640 -2%
RJA
43
Raymond James & Associates
Florida
$9.65M -$2M -73,457 -18%
Wells Fargo
44
Wells Fargo
California
$9.63M -$2.27M -83,394 -20%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$9.59M -$1.34M -49,133 -13%
BGDI
46
BW Gestao de Investimentos
Brazil
$9.01M -$1.36M -50,000 -14%
SFM
47
Systematic Financial Management
New Jersey
$8.85M +$931K +34,241 +12%
AAS
48
Annex Advisory Services
Wisconsin
$8.47M +$1.74M +64,006 +28%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$8.31M +$3.26M +119,745 +70%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$8.28M +$1.41M +51,958 +22%
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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.