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Bloomin' Brands

231 hedge funds and large institutions have $1.09B invested in Bloomin' Brands in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 79 increasing their positions, 81 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 81

1.58% less ownership

Funds ownership: 106.62%105.04% (-1.6%)

6% less funds holding

Funds holding: 247231 (-16)

23% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 53

27% less capital invested

Capital invested by funds: $1.5B → $1.09B (-$409M)

90% less call options, than puts

Call options by funds: $5.38M | Put options by funds: $53M

Holders
231
Holders Change
-16
Holders Change %
-6.48%
% of All Funds
3.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
79
Reduced
81
Closed
53
Calls
$5.38M
Puts
$53M
Net Calls
-$47.6M
Net Calls Change
-$57.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$154M +$11.2M +778,855 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$114M -$17.7M -1,235,018 -12%
SV
3
Starboard Value
New York
$103M
State Street
4
State Street
Massachusetts
$43M +$1.81M +126,488 +4%
LSV Asset Management
5
LSV Asset Management
Illinois
$37.7M -$2.42M -168,700 -5%
EAM
6
Erste Asset Management
Austria
$30.3M
DRZID
7
DePrince Race & Zollo Inc (DRZ)
Florida
$29.3M -$7.04M -491,196 -17%
Victory Capital Management
8
Victory Capital Management
Texas
$29.2M +$152K +10,635 +0.4%
Morgan Stanley
9
Morgan Stanley
New York
$26.4M -$4.02M -280,257 -11%
Barclays
10
Barclays
United Kingdom
$25.7M +$27M +1,885,917 +861%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$22.2M +$20.7M +1,442,964 +386%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$22.1M -$468K -32,679 -2%
American Century Companies
13
American Century Companies
Missouri
$21.9M +$21.8M +1,522,370 +566%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$20.6M -$6.89M -480,897 -22%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$20.1M +$266K +18,525 +1%
SSA
16
Schonfeld Strategic Advisors
New York
$19.1M +$22.2M +1,550,364 +8,667%
Charles Schwab
17
Charles Schwab
California
$17.3M +$2.28M +159,356 +13%
Marshall Wace
18
Marshall Wace
United Kingdom
$15M +$14.6M +1,015,372 +483%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$14.8M -$2.44M -170,397 -12%
Millennium Management
20
Millennium Management
New York
$12.6M -$4.15M -289,539 -22%
Prudential Financial
21
Prudential Financial
New Jersey
$12.5M +$4.24M +295,641 +41%
Goldman Sachs
22
Goldman Sachs
New York
$12.3M +$36.1K +2,518 +0.3%
Invesco
23
Invesco
Georgia
$11.4M +$656K +45,793 +5%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$11.1M +$3.11M +217,130 +31%
Northern Trust
25
Northern Trust
Illinois
$10.3M +$666K +46,422 +6%

BLMN Hedge Fund Activity: Q4 2024 in Review

231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bloomin' Brands (BLMN) for Q4 2024, worth a combined $1.09B — down 27% from $1.5B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of BLMN and 41 opened new positions — a net loss of 12 holders — while 81 trimmed existing stakes and 79 added.

The largest buyer was Barclays, adding an estimated $27M. The largest seller was Principal Financial Group, cutting an estimated $31M.

  • 231 institutional investors held Bloomin' Brands (BLMN) as of Q4 2024, down from 247 in Q3 2024.
  • Funds reported $1.09B of Bloomin' Brands stock for Q4 2024, down 27% quarter-over-quarter.
  • 41 funds opened new Bloomin' Brands positions in Q4 2024 and 53 closed out, a net change of -12 holders.
  • The largest Bloomin' Brands buyer in Q4 2024 was Barclays, an estimated $27M added.
  • The largest Bloomin' Brands seller in Q4 2024 was Principal Financial Group, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2024.