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Brinker International

307 hedge funds and large institutions have $2.82B invested in Brinker International in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 108 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

6.43% more ownership

Funds ownership: 101.93%108.37% (+6.4%)

3% more funds holding

Funds holding: 299307 (+8)

3% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $2.9B → $2.82B (-$86.5M)

44% less call options, than puts

Call options by funds: $3.63M | Put options by funds: $6.43M

Holders
307
Holders Change
+8
Holders Change %
+2.68%
% of All Funds
8.18%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
51
Increased
108
Reduced
105
Closed
40
Calls
$3.63M
Puts
$6.43M
Net Calls
-$2.8M
Net Calls Change
-$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$277M +$48.2M +1,001,600 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$209M -$11.9M -247,931 -5%
LSV Asset Management
3
LSV Asset Management
Illinois
$176M +$4.63M +96,177 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$117M -$3.66M -76,183 -3%
BFA
5
BlackRock Fund Advisors
California
$87.8M -$5.41M -112,483 -6%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$82.2M +$2.6M +54,049 +3%
EIP
7
Epoch Investment Partners
New York
$81.5M +$33.3M +691,877 +64%
BIT
8
BlackRock Institutional Trust
California
$81.4M +$2.74M +56,956 +3%
Deutsche Bank
9
Deutsche Bank
Germany
$79.1M -$4.12M -85,618 -5%
State Street
10
State Street
Massachusetts
$78.7M +$3.25M +67,579 +4%
Capital Research Global Investors
11
Capital Research Global Investors
California
$68.4M
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$62M +$3.96M +82,289 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$56.8M -$3.79M -78,691 -6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$51.2M +$6.25M +129,913 +13%
CB
15
Cooke & Bieler
Pennsylvania
$49.4M +$1.07M +22,145 +2%
Wells Fargo
16
Wells Fargo
California
$47.3M -$579K -12,031 -1%
TCIM
17
TIAA CREF Investment Management
New York
$44.7M +$3.76M +78,210 +9%
AQR Capital Management
18
AQR Capital Management
Connecticut
$43M -$16.3M -338,671 -27%
Invesco
19
Invesco
Georgia
$42.6M -$19.5M -405,152 -30%
HA
20
Homestead Advisers
Virginia
$39.8M +$41.7M +867,100 New
Goldman Sachs
21
Goldman Sachs
New York
$36.6M +$5.3M +110,092 +16%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$34.2M +$7.48M +155,403 +26%
Northern Trust
23
Northern Trust
Illinois
$33.9M -$895K -18,607 -3%
American Century Companies
24
American Century Companies
Missouri
$32.6M +$29.4M +612,110 +634%
Allianz Asset Management
25
Allianz Asset Management
Germany
$32.4M +$18.2M +379,017 +116%

EAT Hedge Fund Activity: Q1 2016 in Review

307 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Brinker International (EAT) for Q1 2016, worth a combined $2.82B — down 3% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new EAT positions and 40 closed out — a net gain of 11 holders — while 108 added to existing stakes and 105 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $48.2M. The largest seller was OppenheimerFunds, cutting an estimated $32.7M.

  • 307 institutional investors held Brinker International (EAT) as of Q1 2016, up from 299 in Q4 2015.
  • Funds reported $2.82B of Brinker International stock for Q1 2016, down 3% quarter-over-quarter.
  • 51 funds opened new Brinker International positions in Q1 2016 and 40 closed out, a net change of +11 holders.
  • The largest Brinker International buyer in Q1 2016 was JP Morgan Chase, an estimated $48.2M added.
  • The largest Brinker International seller in Q1 2016 was OppenheimerFunds, an estimated $32.7M sold.

Based on aggregated 13F filings for Q1 2016.