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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
YIH
201
Y-Intercept (HK)
Hong Kong
$227K +$245K +11,303 New
State of Wisconsin Investment Board
202
State of Wisconsin Investment Board
Wisconsin
$213K -$111K -5,142 -33%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$209K +$44.7K +2,063 +25%
MM
204
MQS Management
New York
$205K -$193K -8,923 -47%
PTC
205
Petrus Trust Company
Texas
$205K +$220K +10,170 New
KCM
206
Kendall Capital Management
Maryland
$200K +$216K +9,960 New
PA
207
Pinnacle Associates
New York
$194K +$220K +10,150 New
LFG
208
Larson Financial Group
Missouri
$188K +$203K +9,353 New
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$162K +$2.47K +114 +1%
AIP
210
Ameritas Investment Partners
Nebraska
$160K – – –
KBC Group
211
KBC Group
Belgium
$150K – – –
ITFISA
212
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$141K -$152K -7,000 -50%
SAM
213
Shell Asset Management
Netherlands
$131K -$31K -1,429 -18%
ECM
214
EMC Capital Management
Texas
$125K +$134K +6,208 New
SOW
215
State of Wyoming
Wyoming
$124K -$7.15K -330 -5%
SPIA
216
Steward Partners Investment Advisory
New York
$122K -$69.8K -3,224 -35%
MAM
217
Meeder Asset Management
Ohio
$121K +$124K +5,736 +2,132%
CMF
218
Counterpoint Mutual Funds
California
$119K -$5.24K -242 -4%
MLICM
219
Metropolitan Life Insurance Company (MetLife)
New York
$106K – – –
Walleye Trading
220
Walleye Trading
New York
$88.7K +$95.6K +4,411 New
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$70K – – –
BCV
222
Banque Cantonale Vaudoise
Switzerland
$61K – – –
AI
223
AdvisorShares Investments
Maryland
$48.6K -$12.6K -582 -19%
BAM
224
Belpointe Asset Management
Nevada
$48.5K +$52.3K +2,412 New
Ohio Public Employees Retirement System (OPERS)
225
Ohio Public Employees Retirement System (OPERS)
Ohio
$48K -$142K -6,552 -73%
7 8
9
10 11

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.