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Bloomin' Brands
BLMN

254 hedge funds and large institutions have $2.57B invested in Bloomin' Brands in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 65 increasing their positions, 97 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $80.8M | Put options by funds: $47.2M

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

45% more capital invested

Capital invested by funds: $1.76B → $2.57B (+$801M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

9% more funds holding

Funds holding: 232 → 254 (+22)

3.93% more ownership

Funds ownership: 103.66% → 107.58% (+3.9%)

33% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 97

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
4.46%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
65
Increased
65
Reduced
97
Closed
40
Calls
$80.8M
Puts
$47.2M
Net Calls
+$33.6M
Net Calls Change
+$7.55M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$67.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$67.1M
3
TCG
Tremblant Capital Group
Florida
+$61.5M
4
ClearBridge Investments
ClearBridge Investments
New York
+$56.5M
5
Jennison Associates
Jennison Associates
New York
+$22.5M

Top Sellers

1
JP
Jana Partners
New York
-$77.7M
2
WHG
Westwood Holdings Group
Texas
-$30M
3
SAM
Scopus Asset Management
New York
-$21.2M
4
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
-$20M
5
DKCM
Davidson Kempner Capital Management
New York
-$17.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$354M +$13.7M +564,572 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$254M +$180K +7,448 +0.1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$140M +$67.1M +2,769,982 +115%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$76.9M +$67.9M +2,800,896 +6,584%
State Street
5
State Street
Massachusetts
$75.8M +$346K +14,273 +0.5%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$73.5M – – –
TCG
7
Tremblant Capital Group
Florida
$68.7M +$61.5M +2,539,358 New
Citadel Advisors
8
Citadel Advisors
Florida
$64.8M -$6.88M -283,793 -11%
ClearBridge Investments
9
ClearBridge Investments
New York
$63.1M +$56.5M +2,331,178 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$61.4M -$977K -40,315 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$58.4M -$514K -21,215 -1%
Man Group
12
Man Group
United Kingdom
$55.9M -$11.7M -482,118 -19%
SAM
13
Scopus Asset Management
New York
$52.7M -$21.2M -875,000 -31%
Jennison Associates
14
Jennison Associates
New York
$51.5M +$22.5M +928,618 +95%
EAM
15
Erste Asset Management
Austria
$43.3M -$2.42M -100,000 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$41.3M +$3.23M +133,417 +10%
Bank of America
17
Bank of America
North Carolina
$37.5M +$11.6M +478,369 +53%
Principal Financial Group
18
Principal Financial Group
Iowa
$35.4M +$3.38M +139,527 +12%
WHG
19
Westwood Holdings Group
Texas
$35.4M -$30M -1,239,812 -49%
Millennium Management
20
Millennium Management
New York
$34.7M +$10.8M +445,273 +53%
Invesco
21
Invesco
Georgia
$32.5M -$576K -23,778 -2%
Charles Schwab
22
Charles Schwab
California
$31.7M +$320K +13,223 +1%
Victory Capital Management
23
Victory Capital Management
Texas
$29M -$1.3M -53,464 -5%
Goldman Sachs
24
Goldman Sachs
New York
$28.4M +$15.7M +646,015 +160%
RCAMU
25
Rothschild & Co Asset Management US
Connecticut
$28.2M -$5.24M -216,103 -17%
1
2 3 4 5

BLMN Hedge Fund Activity: Q1 2021 in Review

254 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q1 2021, worth a combined $2.57B — up 45% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new BLMN positions and 40 closed out — a net gain of 25 holders — while 65 added to existing stakes and 97 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $67.9M. The largest seller was Jana Partners, exiting entirely with an estimated $77.7M sold.

  • 254 institutional investors held Bloomin' Brands (BLMN) as of Q1 2021, up from 232 in Q4 2020.
  • Funds reported $2.57B of Bloomin' Brands stock for Q1 2021, up 45% quarter-over-quarter.
  • 65 funds opened new Bloomin' Brands positions in Q1 2021 and 40 closed out, a net change of +25 holders.
  • The largest Bloomin' Brands buyer in Q1 2021 was T. Rowe Price Associates, an estimated $67.9M added.
  • The largest Bloomin' Brands seller in Q1 2021 was Jana Partners, an estimated $77.7M sold.

Based on aggregated 13F filings for Q1 2021.