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Brinker International

273 hedge funds and large institutions have $3.22B invested in Brinker International in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 121 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.44% more ownership

Funds ownership: 98.45%101.89% (+3.4%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

1% less funds holding

Funds holding: 277273 (-4)

7% less capital invested

Capital invested by funds: $3.46B → $3.22B (-$245M)

29% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 121

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

56% less call options, than puts

Call options by funds: $2.34M | Put options by funds: $5.35M

Holders
273
Holders Change
-4
Holders Change %
-1.44%
% of All Funds
7.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
31
Increased
86
Reduced
121
Closed
34
Calls
$2.34M
Puts
$5.35M
Net Calls
-$3M
Net Calls Change
+$3.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$437M +$60.5M +1,207,210 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$223M -$2.51M -50,137 -1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$169M -$4.92M -98,185 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$163M +$3.17M +63,275 +2%
VOYA Investment Management
5
VOYA Investment Management
Georgia
$134M -$8.49M -169,388 -6%
Invesco
6
Invesco
Georgia
$104M -$414K -8,249 -0.4%
Renaissance Technologies
7
Renaissance Technologies
New York
$97.5M +$8.53M +170,100 +9%
BIT
8
BlackRock Institutional Trust
California
$88.1M -$8.46M -168,697 -9%
State Street
9
State Street
Massachusetts
$87.3M -$154K -3,072 -0.2%
BFA
10
BlackRock Fund Advisors
California
$86M +$841K +16,778 +1%
CCI
11
Columbus Circle Investors
$82.5M -$730K -14,554 -0.9%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$82.3M +$1.1M +21,920 +1%
Capital Research Global Investors
13
Capital Research Global Investors
California
$79.7M -$22.6M -450,500 -22%
Norges Bank
14
Norges Bank
Norway
$59M +$30.4M +606,550 +100%
O
15
OppenheimerFunds
New York
$46.9M +$18M +358,302 +59%
NRECA
16
National Rural Electric Cooperative Association
Virginia
$42.2M
Wells Fargo
17
Wells Fargo
California
$41.8M +$213K +4,242 +0.5%
KIM
18
Kestrel Investment Management
California
$39.9M -$928K -18,500 -2%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$38.1M +$4.71M +93,911 +14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$37.4M +$1.81M +36,038 +5%
Northern Trust
21
Northern Trust
Illinois
$30M -$6.6M -131,568 -18%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$28.4M +$1.1M +21,877 +4%
TCIM
23
TIAA CREF Investment Management
New York
$25.5M -$2.33M -46,451 -8%
Morgan Stanley
24
Morgan Stanley
New York
$23.9M +$15.4M +307,474 +166%
Citadel Advisors
25
Citadel Advisors
Florida
$23.7M +$22.5M +447,920 +1,160%

EAT Hedge Fund Activity: Q2 2014 in Review

273 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Brinker International (EAT) for Q2 2014, worth a combined $3.22B — down 7.1% from $3.46B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of EAT and 31 opened new positions — a net loss of 3 holders — while 121 trimmed existing stakes and 86 added.

The largest buyer was Fidelity Investments, adding an estimated $60.5M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $32.6M sold.

  • 273 institutional investors held Brinker International (EAT) as of Q2 2014, down from 277 in Q1 2014.
  • Funds reported $3.22B of Brinker International stock for Q2 2014, down 7.1% quarter-over-quarter.
  • 31 funds opened new Brinker International positions in Q2 2014 and 34 closed out, a net change of -3 holders.
  • The largest Brinker International buyer in Q2 2014 was Fidelity Investments, an estimated $60.5M added.
  • The largest Brinker International seller in Q2 2014 was Westfield Capital Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2014.