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Brinker International

299 hedge funds and large institutions have $2.9B invested in Brinker International in 2015 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 98 increasing their positions, 114 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $7.94M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 319299 (-20)

10.3% less ownership

Funds ownership: 112.23%101.93% (-10%)

14% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 114

18% less capital invested

Capital invested by funds: $3.55B → $2.9B (-$642M)

25% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 68

Holders
299
Holders Change
-20
Holders Change %
-6.27%
% of All Funds
7.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
98
Reduced
114
Closed
68
Calls
$18.1M
Puts
$7.94M
Net Calls
+$10.1M
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$241M +$33.3M +709,618 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M -$3.41M -72,589 -1%
LSV Asset Management
3
LSV Asset Management
Illinois
$179M +$25.1M +534,913 +17%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$125M -$9.44M -200,929 -7%
BFA
5
BlackRock Fund Advisors
California
$97M +$2.08M +44,192 +2%
Deutsche Bank
6
Deutsche Bank
Germany
$86.7M -$9.78M -208,098 -10%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$83.2M +$2.56M +54,467 +3%
BIT
8
BlackRock Institutional Trust
California
$82.2M -$10.6M -224,585 -12%
State Street
9
State Street
Massachusetts
$78.8M -$792K -16,863 -1%
Capital Research Global Investors
10
Capital Research Global Investors
California
$71.3M
Invesco
11
Invesco
Georgia
$63.8M -$19.4M -413,201 -24%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$63M +$1.19M +25,245 +2%
AQR Capital Management
13
AQR Capital Management
Connecticut
$61.1M +$7.99M +169,996 +15%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$60.7M +$12.5M +266,048 +27%
O
15
OppenheimerFunds
New York
$59M -$31.3M -666,555 -35%
EIP
16
Epoch Investment Partners
New York
$51.9M +$5.09M +108,239 +11%
CB
17
Cooke & Bieler
Pennsylvania
$50.5M +$49.5M +1,053,837 New
Wells Fargo
18
Wells Fargo
California
$49.9M +$1.71M +36,363 +4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$47.2M +$13.9M +294,853 +43%
TCIM
20
TIAA CREF Investment Management
New York
$42.9M +$10.6M +224,905 +34%
NRECA
21
National Rural Electric Cooperative Association
Virginia
$41.6M
AL
22
AJO LP
Pennsylvania
$35.8M +$6.54M +139,210 +23%
Northern Trust
23
Northern Trust
Illinois
$35.3M -$150K -3,184 -0.4%
Goldman Sachs
24
Goldman Sachs
New York
$32.9M +$5.99M +127,468 +23%
HCM
25
Hodges Capital Management
Texas
$32.9M +$702K +14,946 +2%

EAT Hedge Fund Activity: Q4 2015 in Review

299 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Brinker International (EAT) for Q4 2015, worth a combined $2.9B — down 18% from $3.55B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of EAT and 51 opened new positions — a net loss of 17 holders — while 114 trimmed existing stakes and 98 added.

The largest buyer was Cooke & Bieler, opening a new position worth an estimated $49.5M. The largest seller was American Century Companies, cutting an estimated $54.9M.

  • 299 institutional investors held Brinker International (EAT) as of Q4 2015, down from 319 in Q3 2015.
  • Funds reported $2.9B of Brinker International stock for Q4 2015, down 18% quarter-over-quarter.
  • 51 funds opened new Brinker International positions in Q4 2015 and 68 closed out, a net change of -17 holders.
  • The largest Brinker International buyer in Q4 2015 was Cooke & Bieler, an estimated $49.5M added.
  • The largest Brinker International seller in Q4 2015 was American Century Companies, an estimated $54.9M sold.

Based on aggregated 13F filings for Q4 2015.