We are live on ! Find out more
BLMN icon

Bloomin' Brands

123 hedge funds and large institutions have $2.75B invested in Bloomin' Brands in 2013 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

473% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $221K

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

2% more capital invested

Capital invested by funds: $2.69B → $2.75B (+$57.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 125123 (-2)

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
3.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
51
Reduced
38
Closed
25
Calls
$1.27M
Puts
$221K
Net Calls
+$1.05M
Net Calls Change
-$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
1
Bain Capital Investors
Massachusetts
$1.25B
Wellington Management Group
2
Wellington Management Group
Massachusetts
$260M +$17.8M +735,713 +7%
CMC
3
Catterton Management Company
Connecticut
$260M
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$113M +$1.28M +52,870 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$89.9M -$94.5M -3,918,380 -51%
Vanguard Group
6
Vanguard Group
Pennsylvania
$78.4M +$2.65M +109,660 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$50.4M
Goldman Sachs
8
Goldman Sachs
New York
$47M +$14.3M +593,488 +44%
SCA
9
SAC Capital Advisors
Connecticut
$42.7M +$18.3M +757,119 +74%
SCM
10
Sigma Capital Management
Connecticut
$35M +$9.75M +404,300 +38%
BFA
11
BlackRock Fund Advisors
California
$33.5M -$1.14M -47,353 -3%
BIT
12
BlackRock Institutional Trust
California
$32.9M +$4.71M +195,277 +17%
LOAMU
13
Lombard Odier Asset Management (USA)
New York
$32.4M +$2.41M +100,000 +8%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$32M +$3.42M +141,557 +12%
Millennium Management
15
Millennium Management
New York
$30.4M +$26.1M +1,080,898 +579%
PI
16
Putnam Investments
Massachusetts
$24.8M -$10.6M -437,986 -30%
State Street
17
State Street
Massachusetts
$22.6M +$987K +40,917 +5%
Citadel Advisors
18
Citadel Advisors
Florida
$19.5M +$18.9M +783,538 +2,780%
RIM
19
RS Investment Management
California
$18.9M +$968K +40,100 +5%
Northern Trust
20
Northern Trust
Illinois
$18.2M +$426K +17,648 +2%
RFC
21
Russell Frank Company
Washington
$18.1M -$1.84M -76,126 -9%
CIP
22
Chartwell Investment Partners
Pennsylvania
$16.3M +$16.4M +680,260 New
SB
23
Suntrust Banks
Georgia
$14.1M -$1.33M -55,000 -9%
Two Sigma Investments
24
Two Sigma Investments
New York
$10.8M +$1.8M +74,593 +20%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$9.8M +$2.93M +121,500 +42%

BLMN Hedge Fund Activity: Q4 2013 in Review

123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q4 2013, worth a combined $2.75B — up 2.1% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BLMN and 23 opened new positions — a net loss of 2 holders — while 38 trimmed existing stakes and 51 added.

The largest buyer was Millennium Management, adding an estimated $26.1M. The largest seller was Fidelity Investments, cutting an estimated $94.5M.

  • 123 institutional investors held Bloomin' Brands (BLMN) as of Q4 2013, down from 125 in Q3 2013.
  • Funds reported $2.75B of Bloomin' Brands stock for Q4 2013, up 2.1% quarter-over-quarter.
  • 23 funds opened new Bloomin' Brands positions in Q4 2013 and 25 closed out, a net change of -2 holders.
  • The largest Bloomin' Brands buyer in Q4 2013 was Millennium Management, an estimated $26.1M added.
  • The largest Bloomin' Brands seller in Q4 2013 was Fidelity Investments, an estimated $94.5M sold.

Based on aggregated 13F filings for Q4 2013.