Darling Ingredients
DAR
281 hedge funds and large institutions have $3.45B invested in Darling Ingredients in 2013 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 58 reducing their positions, and 34 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 58
88% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 34
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
46% more capital invested
Capital invested by funds: $2.37B → $3.45B (+$1.08B)
12% more funds holding
Funds holding: 251 → 281 (+30)
9.44% more ownership
Funds ownership: 94.21% → 103.65% (+9.4%)
85% less call options, than puts
Call options by funds: $11.1M | Put options by funds: $75.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Gates Capital Management
New York
|
+$165M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$119M |
| 3 |
SAM
Southernsun Asset Management
Memphis,
Tennessee
|
+$81.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$61.3M |
| 5 |
Jennison Associates
New York
|
+$56.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$39M |
| 2 |
SI
Scout Investments
Kansas City,
Missouri
|
-$34.4M |
| 3 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$10.6M |
| 4 |
GTP
Global Thematic Partners
New York
|
-$9.33M |
| 5 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$9.04M |
DAR Hedge Fund Activity: Q4 2013 in Review
281 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Darling Ingredients (DAR) for Q4 2013, worth a combined $3.45B — up 46% from $2.37B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new DAR positions and 34 closed out — a net gain of 30 holders — while 134 added to existing stakes and 58 trimmed.
The largest buyer was Gates Capital Management, adding an estimated $165M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $39M sold.
- 281 institutional investors held Darling Ingredients (DAR) as of Q4 2013, up from 251 in Q3 2013.
- Funds reported $3.45B of Darling Ingredients stock for Q4 2013, up 46% quarter-over-quarter.
- 64 funds opened new Darling Ingredients positions in Q4 2013 and 34 closed out, a net change of +30 holders.
- The largest Darling Ingredients buyer in Q4 2013 was Gates Capital Management, an estimated $165M added.
- The largest Darling Ingredients seller in Q4 2013 was Waddell & Reed Financial, an estimated $39M sold.
Based on aggregated 13F filings for Q4 2013.