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Bloomin' Brands
BLMN

284 hedge funds and large institutions have $2.62B invested in Bloomin' Brands in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 114 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

272% more call options, than puts

Call options by funds: $38.7M | Put options by funds: $10.4M

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

7% more funds holding

Funds holding: 266 → 284 (+18)

7% less capital invested

Capital invested by funds: $2.82B → $2.62B (-$192M)

10.11% less ownership

Funds ownership: 115.2% → 105.09% (-10%)

36% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 114

Holders
284
Holders Change
+18
Holders Change %
+6.77%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
50
Increased
73
Reduced
114
Closed
30
Calls
$38.7M
Puts
$10.4M
Net Calls
+$28.3M
Net Calls Change
+$11.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$36M
2
PCR
Potrero Capital Research
California
+$17.8M
3
Two Sigma Investments
Two Sigma Investments
New York
+$15M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.95M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.08M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$82.6M
2
ClearBridge Investments
ClearBridge Investments
New York
-$48.5M
3
Millennium Management
Millennium Management
New York
-$22.6M
4
Jane Street
Jane Street
New York
-$22.5M
5
Citigroup
Citigroup
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$383M -$4.27M -157,008 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$346M -$10.2M -374,797 -3%
SV
3
Starboard Value
New York
$242M – – –
State Street
4
State Street
Massachusetts
$104M +$1.19M +43,838 +1%
LSV Asset Management
5
LSV Asset Management
Illinois
$99.9M -$2.89M -106,457 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$72.8M +$750K +27,572 +1%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$71.9M -$431K -15,864 -0.6%
Principal Financial Group
8
Principal Financial Group
Iowa
$68.1M +$1.58M +58,001 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$56.4M +$1.37M +50,447 +3%
Victory Capital Management
10
Victory Capital Management
Texas
$55.1M +$5.95M +218,945 +13%
Morgan Stanley
11
Morgan Stanley
New York
$54.8M -$82.6M -3,036,559 -61%
EAM
12
Erste Asset Management
Austria
$51.6M – – –
Invesco
13
Invesco
Georgia
$43.5M -$1.65M -60,537 -4%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$41.5M -$3.92M -144,249 -9%
Jennison Associates
15
Jennison Associates
New York
$39.6M -$11.9M -437,051 -24%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$38M +$36M +1,324,489 New
Charles Schwab
17
Charles Schwab
California
$35.7M +$1.39M +51,076 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$34.4M -$17.4M -639,533 -35%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$32.3M +$1.12M +41,128 +4%
TCG
20
Tremblant Capital Group
Florida
$28.9M -$4.51M -165,769 -14%
Citadel Advisors
21
Citadel Advisors
Florida
$26.4M +$2.54M +93,542 +11%
Northern Trust
22
Northern Trust
Illinois
$26.3M -$1.01M -37,139 -4%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$26.1M +$4.08M +150,153 +20%
Boston Partners
24
Boston Partners
Massachusetts
$22.2M +$299K +11,009 +1%
PCR
25
Potrero Capital Research
California
$18.8M +$17.8M +655,561 New
1
2 3 4 5

BLMN Hedge Fund Activity: Q1 2024 in Review

284 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q1 2024, worth a combined $2.62B — down 6.8% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BLMN positions and 30 closed out — a net gain of 20 holders — while 73 added to existing stakes and 114 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $36M. The largest seller was Morgan Stanley, cutting an estimated $82.6M.

  • 284 institutional investors held Bloomin' Brands (BLMN) as of Q1 2024, up from 266 in Q4 2023.
  • Funds reported $2.62B of Bloomin' Brands stock for Q1 2024, down 6.8% quarter-over-quarter.
  • 50 funds opened new Bloomin' Brands positions in Q1 2024 and 30 closed out, a net change of +20 holders.
  • The largest Bloomin' Brands buyer in Q1 2024 was Wellington Management Group, an estimated $36M added.
  • The largest Bloomin' Brands seller in Q1 2024 was Morgan Stanley, an estimated $82.6M sold.

Based on aggregated 13F filings for Q1 2024.