Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLOOMIN BRANDS INC (BLMN)

225 + Investors. Track Smart Money conviction in BLMN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — BLMN

Based on 216 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BLMN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
216 funds currently hold this stock — 84% of the 3.0-year high of 258 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BLMN is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

102 buying135 selling
Last quarter: 135 funds reduced or exited vs 102 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 29 → 38 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 19% new
140 out of 216 hedge funds have held BLMN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -17%

Value
-17%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~40 new funds/quarter

36 → 47 → 29 → 38 → 40 new funds/Q
New funds entering each quarter: 47 → 29 → 38 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 6% 1-2yr ■ 19% new
Of 225 current holders: 168 (75%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
35 of 216 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BLMN

In 2025 Q4, 102 hedge funds were net buyers of BLMN (40 opened a new position, 62 added to an existing one), while 135 reduced or exited (94 trimmed, 41 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 34% of total institutional value in BLMN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 216.

Hedge Fund Ownership: BLMN

How many hedge funds hold BLMN — quarterly history vs. share price
Quarterly hedge fund ownership of BLMN vs. share price

Market Analysis: BLMN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BLMN

Consumer Cyclical Restaurants

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BLMN
2026 Q1 Stats Unlock in 7 days 225 + Investors

Track Smart Money conviction in BLMN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 225 228 -1.32%
13F Shares 86M 87M -1.88%
Total Value $530M $640M -17.1%
New Positions 40 39 +1
Increased Positions 72 80 -8
Closed Positions 42 35 +7
Reduced Positions 112 105 +7
Total Calls 6 8 -25.0%
Total Puts 4 7 -42.86%
PUT/CALL Ratio 0.67 0.88 Bullish

Statistics: BLMN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

225 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BLMN. Verified SEC 13F-HR filings.

Top 25 institutional holders of BLMN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Erste Asset Management GmbH 0.12% 2,500,000 $13.3M
2 Pacific Ridge Capital Partners, LLC 0.08% 66,803 $361K
3 Skylands Capital, LLC 0.07% 94,950 $513K
4 CAZ INVESTMENTS LP 0.06% 10,000 $54K
5 Catalyst Funds Management Pty Ltd 0.04% 44,548 $241K
6 FOX RUN MANAGEMENT, L.L.C. 0.04% 43,230 $231K
7 R Squared Ltd 0.04% 12,963 $70K
8 LSV ASSET MANAGEMENT 0.03% 2,898,939 $16K
9 Xcel Wealth Management, LLC 0.03% 18,549 $100K
10 Brooklyn Investment Group 0.03% 151,325 $817K
11 Empirical Asset Management, LLC 0.02% 15,761 $85K
12 PRUDENTIAL FINANCIAL INC 0.02% 2,868,665 $15.5M
13 Covestor Ltd 0.02% 4,975 —
14 FEDERATED HERMES, INC. 0.02% 2,028,554 $11.0M
15 Fruth Investment Management 0.02% 13,000 —
16 Mutual Advisors, LLC 0.02% 147,878 $799K
17 GSA CAPITAL PARTNERS LLP 0.02% 48,295 —
18 Y-Intercept (Hong Kong) Ltd 0.02% 152,975 $826K
19 Hilton Head Capital Partners, LLC 0.02% 5,025 $27K
20 Commonwealth Financial Services, LLC 0.01% 14,956 $81K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 1,373,335 $7.4M
22 WEDGE CAPITAL MANAGEMENT L L P/NC 0.01% 98,197 $530K
23 WINTON GROUP Ltd 0.01% 40,600 $219K
24 McGowan Group Asset Management, Inc. 0.01% 10,000 $54K
25 WOLVERINE ASSET MANAGEMENT LLC 0.01% 107,472 $580K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLOOMIN BRANDS INC (BLMN)

What does the Smart Money Trend signal show for BLMN?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BLMN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BLMN?

More sellers than buyers — 43% buying: Last quarter: 135 funds reduced or exited vs 102 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BLMN holders?

Strong quality — 34% AUM from major funds: 35 of 216 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BLMN?

65% of holders stayed for 2+ years: 140 out of 216 hedge funds have held BLMN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.