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Bloomin' Brands

214 hedge funds and large institutions have $2.06B invested in Bloomin' Brands in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 102 increasing their positions, 61 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $4.6M

67% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 61

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 218214 (-4)

16% less capital invested

Capital invested by funds: $2.44B → $2.06B (-$389M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
214
Holders Change
-4
Holders Change %
-1.83%
% of All Funds
5.97%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
102
Reduced
61
Closed
42
Calls
$14.5M
Puts
$4.6M
Net Calls
+$9.91M
Net Calls Change
-$7.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$142M +$4M +187,191 +2%
CRM
2
Cramer Rosenthal McGlynn
Connecticut
$92.5M +$11M +516,361 +11%
AllianceBernstein
3
AllianceBernstein
Tennessee
$91.9M -$2.5M -117,132 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$73.5M +$14.1M +659,977 +20%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$73.4M +$1.38M +64,583 +2%
Goldman Sachs
6
Goldman Sachs
New York
$68.6M -$1.04M -48,476 -1%
GC
7
GMT Capital
Georgia
$60.9M +$13.2M +619,700 +27%
BIT
8
BlackRock Institutional Trust
California
$55.5M +$267K +12,516 +0.4%
BFA
9
BlackRock Fund Advisors
California
$55M +$333K +15,592 +0.5%
DCM
10
Discovery Capital Management
Connecticut
$51.1M +$36.8M +1,720,218 +158%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$46.7M +$7.95M +371,881 +17%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$42.4M +$3.26M +152,727 +7%
State Street
13
State Street
Massachusetts
$36.7M +$1.56M +72,844 +4%
VNIM
14
Vaughan Nelson Investment Management
Texas
$35.8M +$486K +22,750 +1%
Allianz Asset Management
15
Allianz Asset Management
Germany
$31.9M +$37.5M +1,755,116 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$31.5M
KAM
17
Keeley Asset Management
Illinois
$31M -$3.23M -151,020 -8%
Millennium Management
18
Millennium Management
New York
$30.7M -$8.82M -412,681 -20%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$30.7M -$10.7M -503,100 -23%
Morgan Stanley
20
Morgan Stanley
New York
$30.3M +$16.8M +787,495 +90%
GT
21
Glenmede Trust
Pennsylvania
$29.8M +$35M +1,639,687 +532,366%
Northern Trust
22
Northern Trust
Illinois
$28.9M +$7.26M +339,822 +27%
SAM
23
Scopus Asset Management
New York
$27.3M -$485K -22,700 -1%
RCMC
24
Rubric Capital Management (Connecticut)
Connecticut
$25.5M -$46.3M -2,165,000 -61%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$25.2M +$4.35M +203,685 +17%

BLMN Hedge Fund Activity: Q3 2015 in Review

214 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q3 2015, worth a combined $2.06B — down 16% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of BLMN and 39 opened new positions — a net loss of 3 holders — while 61 trimmed existing stakes and 102 added.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $37.5M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $50.8M sold.

  • 214 institutional investors held Bloomin' Brands (BLMN) as of Q3 2015, down from 218 in Q2 2015.
  • Funds reported $2.06B of Bloomin' Brands stock for Q3 2015, down 16% quarter-over-quarter.
  • 39 funds opened new Bloomin' Brands positions in Q3 2015 and 42 closed out, a net change of -3 holders.
  • The largest Bloomin' Brands buyer in Q3 2015 was Allianz Asset Management, an estimated $37.5M added.
  • The largest Bloomin' Brands seller in Q3 2015 was Systematic Financial Management, an estimated $50.8M sold.

Based on aggregated 13F filings for Q3 2015.