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Darden Restaurants

482 hedge funds and large institutions have $6.56B invested in Darden Restaurants in 2013 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 197 increasing their positions, 151 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

76% more call options, than puts

Call options by funds: $193M | Put options by funds: $110M

30% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 151

28% more capital invested

Capital invested by funds: $5.12B → $6.56B (+$1.45B)

0% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 61

0.45% less ownership

Funds ownership: 87.44%86.99% (-0.45%)

1% less funds holding

Funds holding: 486482 (-4)

Holders
482
Holders Change
-4
Holders Change %
-0.82%
% of All Funds
15.63%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.16%
New
61
Increased
197
Reduced
151
Closed
61
Calls
$193M
Puts
$110M
Net Calls
+$83.3M
Net Calls Change
+$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
301
Freestone Capital Holdings
Washington
$600K -$47.5K -1,094 -7%
N
302
Nuveen
North Carolina
$599K
CIP
303
Convergence Investment Partners
Florida
$594K +$304K +7,003 +95%
MDCM
304
Morgan Dempsey Capital Management
Wisconsin
$577K -$11.4K -263 -2%
BWM
305
Braver Wealth Management
Massachusetts
$574K +$11.9K +275 +2%
FCBT
306
First Citizens Bank & Trust
North Carolina
$566K +$17.5K +404 +3%
FNT
307
First National Trust
Pennsylvania
$565K -$38.5K -886 -6%
BAC
308
Boys Arnold & Co
North Carolina
$559K +$3.65K +84 +0.6%
MIU
309
Man Investments (UK)
United Kingdom
$555K -$681K -15,689 -54%
ACM
310
Aviance Capital Management
Florida
$548K +$576K +13,255 New
DBG
311
De Burlo Group
Massachusetts
$546K
SAM
312
Securian Asset Management
Minnesota
$541K +$6.38K +147 +1%
BUB
313
BBVA USA Bancshares
Texas
$539K +$43.7K +1,006 +8%
WFMPM
314
Woodley Farra Manion Portfolio Management
Indiana
$534K -$12.7M -292,432 -96%
CIA
315
Choate Investment Advisors
Massachusetts
$531K -$22.9K -528 -4%
KA
316
KLCM Advisors
Wisconsin
$528K +$554K +12,753 New
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$527K +$553K +12,724 New
OA
318
OFI Advisors
Pennsylvania
$518K +$87.6K +2,018 +19%
NTCOC
319
Northern Trust Company of Connecticut
Connecticut
$512K
BO
320
Bank OZK
Arkansas
$506K +$129K +2,965 +32%
KRS
321
Kentucky Retirement Systems
Kentucky
$501K +$526K +12,106 New
SIM
322
Sentry Investment Management
Wisconsin
$500K +$209K +4,810 +66%
MC
323
Middleton & Co
Massachusetts
$498K -$145K -3,333 -22%
KeyBank National Association
324
KeyBank National Association
Ohio
$497K -$104K -2,386 -17%
NG
325
NatWest Group
United Kingdom
$491K +$515K +11,858 New

DRI Hedge Fund Activity: Q3 2013 in Review

482 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q3 2013, worth a combined $6.56B — up 28% from $5.12B a quarter earlier.

Fund positioning in DRI was balanced in Q3 2013: 61 funds opened new positions, 61 closed out, 197 added to existing stakes and 151 trimmed.

The largest buyer was Smithwood Advisers, adding an estimated $43.7M. The largest seller was Lord, Abbett & Co, cutting an estimated $63.2M.

  • 482 institutional investors held Darden Restaurants (DRI) as of Q3 2013, down from 486 in Q2 2013.
  • Funds reported $6.56B of Darden Restaurants stock for Q3 2013, up 28% quarter-over-quarter.
  • 61 funds opened new Darden Restaurants positions in Q3 2013 and 61 closed out, a net change of 0 holders.
  • The largest Darden Restaurants buyer in Q3 2013 was Smithwood Advisers, an estimated $43.7M added.
  • The largest Darden Restaurants seller in Q3 2013 was Lord, Abbett & Co, an estimated $63.2M sold.

Based on aggregated 13F filings for Q3 2013.