We are live on ! Find out more
BLMN icon

Bloomin' Brands

205 hedge funds and large institutions have $1.98B invested in Bloomin' Brands in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 55 increasing their positions, 82 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.48M

55% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 31

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more capital invested

Capital invested by funds: $1.67B → $1.98B (+$315M)

8% more funds holding

Funds holding: 189205 (+16)

1.19% less ownership

Funds ownership: 101.47%100.28% (-1.2%)

33% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 82

Holders
205
Holders Change
+16
Holders Change %
+8.47%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
48
Increased
55
Reduced
82
Closed
31
Calls
$2.74M
Puts
$1.48M
Net Calls
+$1.26M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$238M -$12.5M -654,052 -6%
JP
2
Jana Partners
New York
$169M +$71.9M +3,754,638 +90%
BlackRock
3
BlackRock
New York
$146M -$1.42M -74,200 -1%
AllianceBernstein
4
AllianceBernstein
Tennessee
$132M -$12.6M -655,728 -10%
EARNEST Partners
5
EARNEST Partners
Georgia
$112M +$23.9M +1,245,120 +31%
LSV Asset Management
6
LSV Asset Management
Illinois
$75.1M +$9.25M +482,900 +16%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$61M -$1.99M -103,739 -4%
VFA
8
Virtus Fund Advisers
Connecticut
$58.2M -$17.3M -900,326 -25%
GT
9
Glenmede Trust
Pennsylvania
$51.9M -$661K -34,501 -1%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$48.6M +$129K +6,737 +0.3%
Norges Bank
11
Norges Bank
Norway
$42.8M
State Street
12
State Street
Massachusetts
$41.7M -$1.5M -78,271 -4%
SEI Investments
13
SEI Investments
Pennsylvania
$39.1M +$3.54M +184,591 +63%
JP Morgan Chase
14
JP Morgan Chase
New York
$35.9M -$6.75M -352,253 -17%
RCAMU
15
Rothschild & Co Asset Management US
Connecticut
$31.2M -$897K -46,791 -3%
Bank of America
16
Bank of America
North Carolina
$29M -$11.5M -601,454 -31%
Northern Trust
17
Northern Trust
Illinois
$28.1M -$583K -30,450 -2%
Wells Fargo
18
Wells Fargo
California
$27.5M +$935K +48,788 +4%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$26.4M +$5.83M +304,017 +33%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$23.4M -$6.54M -341,192 -24%
Millennium Management
21
Millennium Management
New York
$18.6M +$11.6M +605,511 +227%
WCM
22
Wedge Capital Management
North Carolina
$18.4M -$435K -22,709 -3%
Charles Schwab
23
Charles Schwab
California
$18.3M -$810K -42,274 -5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$18M -$615K -32,102 -4%
DIA
25
Denver Investment Advisors
Colorado
$17.3M -$745K -38,857 -5%

BLMN Hedge Fund Activity: Q4 2017 in Review

205 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q4 2017, worth a combined $1.98B — up 19% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BLMN positions and 31 closed out — a net gain of 17 holders — while 55 added to existing stakes and 82 trimmed.

The largest buyer was Jana Partners, adding an estimated $71.9M. The largest seller was Wellington Management Group, cutting an estimated $94.2M.

  • 205 institutional investors held Bloomin' Brands (BLMN) as of Q4 2017, up from 189 in Q3 2017.
  • Funds reported $1.98B of Bloomin' Brands stock for Q4 2017, up 19% quarter-over-quarter.
  • 48 funds opened new Bloomin' Brands positions in Q4 2017 and 31 closed out, a net change of +17 holders.
  • The largest Bloomin' Brands buyer in Q4 2017 was Jana Partners, an estimated $71.9M added.
  • The largest Bloomin' Brands seller in Q4 2017 was Wellington Management Group, an estimated $94.2M sold.

Based on aggregated 13F filings for Q4 2017.