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Bloomin' Brands

207 hedge funds and large institutions have $1.82B invested in Bloomin' Brands in 2016 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 87 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 28

28% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 68

5% more funds holding

Funds holding: 197207 (+10)

2% less capital invested

Capital invested by funds: $1.87B → $1.82B (-$46.5M)

79% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $6.56M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
207
Holders Change
+10
Holders Change %
+5.08%
% of All Funds
5.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
39
Increased
87
Reduced
68
Closed
28
Calls
$1.4M
Puts
$6.56M
Net Calls
-$5.17M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$157M +$10.2M +604,397 +7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$109M +$23.7M +1,411,587 +28%
AllianceBernstein
3
AllianceBernstein
Tennessee
$104M +$1.83M +108,786 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$78.8M +$9.84M +584,779 +14%
CRM
5
Cramer Rosenthal McGlynn
Connecticut
$67.5M -$4.15M -246,438 -6%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$61.5M +$3.49M +207,576 +6%
American Century Companies
7
American Century Companies
Missouri
$56.3M +$11.3M +671,353 +25%
EARNEST Partners
8
EARNEST Partners
Georgia
$54.8M +$1.46M +87,068 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$53.2M +$39.8M +2,368,828 +303%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$51.1M +$4.73M +281,187 +10%
BIT
11
BlackRock Institutional Trust
California
$50.1M -$719K -42,740 -1%
BFA
12
BlackRock Fund Advisors
California
$48.2M -$4.89M -290,837 -9%
Goldman Sachs
13
Goldman Sachs
New York
$47.9M +$8.79M +522,469 +23%
GT
14
Glenmede Trust
Pennsylvania
$37.1M +$8.49M +504,949 +30%
State Street
15
State Street
Massachusetts
$36.3M +$225K +13,390 +0.6%
Allianz Asset Management
16
Allianz Asset Management
Germany
$33.9M +$4.52M +268,542 +15%
Prudential Financial
17
Prudential Financial
New Jersey
$32.6M +$7.02M +417,160 +27%
GC
18
GMT Capital
Georgia
$30.2M -$35.3M -2,100,200 -54%
Northern Trust
19
Northern Trust
Illinois
$28.4M +$101K +6,018 +0.4%
RRAM
20
River Road Asset Management
Kentucky
$25.3M +$25.2M +1,497,207 New
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$24.1M +$24.1M +1,429,772 New
Lazard Asset Management
22
Lazard Asset Management
New York
$23.3M +$5.78M +343,720 +33%
Bank of America
23
Bank of America
North Carolina
$23.2M +$5.45M +324,209 +31%
KAM
24
Keeley Asset Management
Illinois
$20.4M -$5.04M -299,660 -20%
Norges Bank
25
Norges Bank
Norway
$18.5M +$1.72M +102,449 +10%

BLMN Hedge Fund Activity: Q1 2016 in Review

207 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q1 2016, worth a combined $1.82B — down 2.5% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new BLMN positions and 28 closed out — a net gain of 11 holders — while 87 added to existing stakes and 68 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $39.8M. The largest seller was Rubric Capital Management (Connecticut), exiting entirely with an estimated $69.2M sold.

  • 207 institutional investors held Bloomin' Brands (BLMN) as of Q1 2016, up from 197 in Q4 2015.
  • Funds reported $1.82B of Bloomin' Brands stock for Q1 2016, down 2.5% quarter-over-quarter.
  • 39 funds opened new Bloomin' Brands positions in Q1 2016 and 28 closed out, a net change of +11 holders.
  • The largest Bloomin' Brands buyer in Q1 2016 was Citadel Advisors, an estimated $39.8M added.
  • The largest Bloomin' Brands seller in Q1 2016 was Rubric Capital Management (Connecticut), an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2016.