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DFRG

Del Frisco's Restaurant Group, Inc. Common Stock
DFRG

Delisted

DFRG was delisted on the 24th of September, 2019.

120 hedge funds and large institutions have $309M invested in Del Frisco's Restaurant Group, Inc. Common Stock in 2016 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $1.18M

21% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 122120 (-2)

10% less capital invested

Capital invested by funds: $344M → $309M (-$35.2M)

Holders
120
Holders Change
-2
Holders Change %
-1.64%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
52
Reduced
43
Closed
14
Calls
$4.62M
Puts
$1.18M
Net Calls
+$3.44M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$30M +$19.8M +1,271,418 +154%
MCM
2
Melvin Capital Management
New York
$26.1M +$1.95M +125,000 +7%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$25.3M -$6.17M -395,926 -18%
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$21.2M +$1.8M +115,315 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.8M +$3.13M +200,788 +22%
NM
6
Nokota Management
New York
$13.2M -$1.47M -94,545 -9%
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.2M +$430K +27,591 +3%
WCM
8
Wedge Capital Management
North Carolina
$11.9M -$223K -14,292 -2%
PCM
9
Penn Capital Management
Pennsylvania
$9.59M -$2.51K -161 -0%
UBS AM
10
UBS AM
Illinois
$8.85M +$3.01M +193,514 +46%
BFA
11
BlackRock Fund Advisors
California
$8.74M +$142K +9,091 +2%
BIT
12
BlackRock Institutional Trust
California
$8.6M -$52.2K -3,351 -0.6%
HAM
13
Harber Asset Management
North Carolina
$8.26M +$735K +47,164 +9%
Northern Trust
14
Northern Trust
Illinois
$6.2M +$44.4K +2,853 +0.7%
EA
15
Emerald Acquisition
Washington
$6.03M +$6.56M +421,128 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$5.43M +$3.75M +240,552 +173%
State Street
17
State Street
Massachusetts
$5.36M -$60.7K -3,896 -1%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$4.4M +$40.6K +2,605 +0.9%
ACH
19
ArrowMark Colorado Holdings
Colorado
$4.36M -$872K -55,957 -16%
AC
20
Armistice Capital
New York
$3.9M +$4.24M +272,000 New
Millennium Management
21
Millennium Management
New York
$3.4M +$1.74M +111,846 +89%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$3.08M +$2.73M +175,400 +443%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$2.85M +$978K +62,771 +46%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$2.64M
PP
25
Prospector Partners
Connecticut
$2.61M

DFRG Hedge Fund Activity: Q2 2016 in Review

120 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Del Frisco's Restaurant Group, Inc. Common Stock (DFRG) for Q2 2016, worth a combined $309M — down 10% from $344M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of DFRG and 13 opened new positions — a net loss of 1 holder — while 43 trimmed existing stakes and 52 added.

The largest buyer was Macquarie Group, adding an estimated $19.8M. The largest seller was BAMCO Inc, exiting entirely with an estimated $16.6M sold.

  • 120 institutional investors held Del Frisco's Restaurant Group, Inc. Common Stock (DFRG) as of Q2 2016, down from 122 in Q1 2016.
  • Funds reported $309M of Del Frisco's Restaurant Group, Inc. Common Stock stock for Q2 2016, down 10% quarter-over-quarter.
  • 13 funds opened new Del Frisco's Restaurant Group, Inc. Common Stock positions in Q2 2016 and 14 closed out, a net change of -1 holder.
  • The largest Del Frisco's Restaurant Group, Inc. Common Stock buyer in Q2 2016 was Macquarie Group, an estimated $19.8M added.
  • The largest Del Frisco's Restaurant Group, Inc. Common Stock seller in Q2 2016 was BAMCO Inc, an estimated $16.6M sold.

Based on aggregated 13F filings for Q2 2016.