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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

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

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
Squarepoint
76
Squarepoint
New York
$3.56M +$3.84M +177,040 New
AIM
77
Artemis Investment Management
United Kingdom
$3.43M +$3.68M +169,796 New
Lazard Asset Management
78
Lazard Asset Management
New York
$3.38M +$3.64M +167,871 New
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$3.33M -$1.16M -53,436 -24%
Public Sector Pension Investment Board (PSP Investments)
80
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.21M -$85.8K -3,961 -2%
First Eagle Investment Management
81
First Eagle Investment Management
New York
$3.15M +$943K +43,520 +38%
SO
82
STRS Ohio
Ohio
$3.05M -$86.7K -4,000 -3%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$2.95M -$4.41M -203,339 -58%
AllianceBernstein
84
AllianceBernstein
Tennessee
$2.84M -$3.1K -143 -0.1%
CM
85
CastleKnight Management
New York
$2.71M -$936K -43,200 -24%
ECM
86
Evergreen Capital Management
Washington
$2.69M +$40K +1,846 +1%
MGIM
87
M&G Investment Management
United Kingdom
$2.57M +$2.78M +128,502 New
CIBC World Market
88
CIBC World Market
Ontario, Canada
$2.52M – – –
AAS
89
Annex Advisory Services
Wisconsin
$2.46M +$500K +23,101 +23%
Qube Research & Technologies (QRT)
90
Qube Research & Technologies (QRT)
United Kingdom
$2.2M +$2.36M +109,110 New
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$2.19M +$27.4K +1,267 +1%
DC
92
Diametric Capital
Massachusetts
$2.16M +$2.33M +107,412 New
TAM
93
Tabor Asset Management
New York
$2.07M +$1.3M +59,811 +139%
AIM
94
Aigen Investment Management
New York
$2.07M +$1.96M +90,645 +743%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$2.06M -$189K -8,723 -8%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$1.94M +$195K +9,005 +10%
COPPSERS
97
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.89M +$273K +12,599 +15%
Canada Life
98
Canada Life
Manitoba, Canada
$1.82M -$156K -7,178 -7%
KTA
99
Keeley-Teton Advisors
Illinois
$1.73M – – –
DIA
100
Dana Investment Advisors
Wisconsin
$1.58M +$207K +9,561 +14%
2 3
4
5 6

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.