Darling Ingredients
538 hedge funds and large institutions have $8.75B invested in Darling Ingredients in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 218 increasing their positions, 199 reducing their positions, and 73 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 199
0.04% less ownership
Funds ownership: 93.72% → 93.68% (-0.04%)
5% less funds holding
Funds holding: 564 → 538 (-26)
7% less capital invested
Capital invested by funds: $9.4B → $8.75B (-$655M)
17% less call options, than puts
Call options by funds: $27.5M | Put options by funds: $33.4M
26% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 73
40% less funds holding in top 10
Funds holding in top 10: 15 → 9 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$76.9M |
| 2 |
DnB Asset Management
Oslo,
Norway
|
+$36M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$28.1M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
+$26.3M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$54.6M |
| 2 |
Man Group
London,
United Kingdom
|
-$39.9M |
| 3 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$35.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$35M |
| 5 |
Millennium Management
New York
|
-$31.1M |
DAR Hedge Fund Activity: Q1 2023 in Review
538 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Darling Ingredients (DAR) for Q1 2023, worth a combined $8.75B — down 7% from $9.4B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of DAR and 54 opened new positions — a net loss of 19 holders — while 199 trimmed existing stakes and 218 added.
The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $76.9M. The largest seller was Artemis Investment Management, cutting an estimated $54.6M.
- 538 institutional investors held Darling Ingredients (DAR) as of Q1 2023, down from 564 in Q4 2022.
- Funds reported $8.75B of Darling Ingredients stock for Q1 2023, down 7% quarter-over-quarter.
- 54 funds opened new Darling Ingredients positions in Q1 2023 and 73 closed out, a net change of -19 holders.
- The largest Darling Ingredients buyer in Q1 2023 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $76.9M added.
- The largest Darling Ingredients seller in Q1 2023 was Artemis Investment Management, an estimated $54.6M sold.
Based on aggregated 13F filings for Q1 2023.