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Brinker International

276 hedge funds and large institutions have $3.14B invested in Brinker International in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 113 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

1% more funds holding

Funds holding: 273276 (+3)

2% less capital invested

Capital invested by funds: $3.22B → $3.14B (-$75.3M)

6% less ownership

Funds ownership: 101.89%95.89% (-6%)

24% less call options, than puts

Call options by funds: $3.12M | Put options by funds: $4.12M

30% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 113

Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
8.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
45
Increased
79
Reduced
113
Closed
39
Calls
$3.12M
Puts
$4.12M
Net Calls
-$992K
Net Calls Change
+$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$230M -$3.17M -65,986 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$195M -$247M -5,137,203 -57%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$168M -$7.96M -165,800 -5%
JP Morgan Chase
4
JP Morgan Chase
New York
$166M -$3.94M -82,018 -2%
LSV Asset Management
5
LSV Asset Management
Illinois
$134M +$106M +2,210,800 +522%
VOYA Investment Management
6
VOYA Investment Management
Georgia
$127M -$12.2M -253,849 -9%
BIT
7
BlackRock Institutional Trust
California
$105M +$12.5M +261,481 +14%
Renaissance Technologies
8
Renaissance Technologies
New York
$101M -$528K -11,000 -0.5%
State Street
9
State Street
Massachusetts
$96.9M +$5.4M +112,423 +6%
BFA
10
BlackRock Fund Advisors
California
$93.1M +$3.11M +64,726 +4%
Capital Research Global Investors
11
Capital Research Global Investors
California
$88.2M +$4.8M +100,000 +6%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$83.7M -$2.14M -44,510 -3%
Invesco
13
Invesco
Georgia
$59.2M -$46.7M -972,535 -45%
Citadel Advisors
14
Citadel Advisors
Florida
$56.9M +$30.4M +633,277 +130%
O
15
OppenheimerFunds
New York
$55.3M +$5.96M +124,284 +13%
Wells Fargo
16
Wells Fargo
California
$44.2M +$517K +10,768 +1%
NRECA
17
National Rural Electric Cooperative Association
Virginia
$44M
KIM
18
Kestrel Investment Management
California
$40.2M -$1.33M -27,700 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$39.7M +$593K +12,354 +2%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$38.8M -$912K -18,996 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$36.5M +$6.48M +135,027 +23%
EIP
22
Epoch Investment Partners
New York
$35.1M +$14.7M +305,830 +79%
Northern Trust
23
Northern Trust
Illinois
$32.1M +$772K +16,089 +3%
Norges Bank
24
Norges Bank
Norway
$29.4M -$30.5M -635,135 -52%
KCM
25
Kingdon Capital Management
New York
$28.4M +$26.9M +560,000 New

EAT Hedge Fund Activity: Q3 2014 in Review

276 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Brinker International (EAT) for Q3 2014, worth a combined $3.14B — down 2.3% from $3.22B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new EAT positions and 39 closed out — a net gain of 6 holders — while 79 added to existing stakes and 113 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $106M. The largest seller was Fidelity Investments, cutting an estimated $247M.

  • 276 institutional investors held Brinker International (EAT) as of Q3 2014, up from 273 in Q2 2014.
  • Funds reported $3.14B of Brinker International stock for Q3 2014, down 2.3% quarter-over-quarter.
  • 45 funds opened new Brinker International positions in Q3 2014 and 39 closed out, a net change of +6 holders.
  • The largest Brinker International buyer in Q3 2014 was LSV Asset Management, an estimated $106M added.
  • The largest Brinker International seller in Q3 2014 was Fidelity Investments, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2014.