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Darden Restaurants

840 hedge funds and large institutions have $17.5B invested in Darden Restaurants in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 315 increasing their positions, 259 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

62% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 66

22% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 259

16% more capital invested

Capital invested by funds: $15B → $17.5B (+$2.46B)

4.28% more ownership

Funds ownership: 89.28%93.57% (+4.3%)

3% more funds holding

Funds holding: 812840 (+28)

34% less call options, than puts

Call options by funds: $147M | Put options by funds: $222M

Holders
840
Holders Change
+28
Holders Change %
+3.45%
% of All Funds
13.39%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
107
Increased
315
Reduced
259
Closed
66
Calls
$147M
Puts
$222M
Net Calls
-$75.1M
Net Calls Change
-$84.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
326
Oak Harbor Wealth Partners
North Carolina
$1.41M +$3.25K +22 +0.2%
FIM
327
Freedom Investment Management
Connecticut
$1.41M -$71.9K -486 -5%
JIR
328
James Investment Research
Ohio
$1.4M +$29.6K +200 +2%
N
329
Natixis
France
$1.38M -$746K -5,042 -36%
IAIM
330
Industrial Alliance Investment Management
Quebec, Canada
$1.35M +$1.24M +8,370 +2,293%
FBFS
331
First Business Financial Services
Wisconsin
$1.35M +$74.6K +504 +6%
AAM
332
Advisors Asset Management
Colorado
$1.34M -$249K -1,686 -16%
CT
333
Coastline Trust
Rhode Island
$1.33M -$2.37K -16 -0.2%
KAS
334
Kestra Advisory Services
Texas
$1.33M -$1.01M -6,812 -44%
Cambridge Investment Research Advisors
335
Cambridge Investment Research Advisors
Iowa
$1.33M -$40.5K -274 -3%
API
336
Advisor Partners II
California
$1.32M +$28.9K +195 +2%
Los Angeles Capital Management
337
Los Angeles Capital Management
California
$1.31M +$1.25M +8,462 New
AP
338
Americana Partners
Texas
$1.31M +$13.6K +92 +1%
HNB
339
Huntington National Bank
Ohio
$1.29M -$144K -970 -10%
ZCM
340
Ziegler Capital Management
Illinois
$1.28M -$888 -6 -0.1%
PWS
341
Peterson Wealth Services
Utah
$1.28M +$222K +1,498 +22%
QT
342
Quantbot Technologies
New York
$1.26M +$1.16M +7,814 +2,375%
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$1.25M -$77.2K -522 -6%
Rafferty Asset Management
344
Rafferty Asset Management
New York
$1.25M +$82.9K +560 +7%
JCM
345
Jacobi Capital Management
Pennsylvania
$1.24M +$71.5K +483 +6%
Primecap Management
346
Primecap Management
California
$1.24M -$7.65M -51,700 -87%
KBC Group
347
KBC Group
Belgium
$1.24M +$444 +3 +0%
MCA
348
Magnolia Capital Advisors
Mississippi
$1.23M +$48.8K +330 +4%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$1.23M
ClearBridge Investments
350
ClearBridge Investments
New York
$1.22M

DRI Hedge Fund Activity: Q1 2023 in Review

840 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q1 2023, worth a combined $17.5B — up 16% from $15B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DRI positions and 66 closed out — a net gain of 41 holders — while 315 added to existing stakes and 259 trimmed.

The largest buyer was Charles Schwab, adding an estimated $263M. The largest seller was Capital International Investors, cutting an estimated $154M.

  • 840 institutional investors held Darden Restaurants (DRI) as of Q1 2023, up from 812 in Q4 2022.
  • Funds reported $17.5B of Darden Restaurants stock for Q1 2023, up 16% quarter-over-quarter.
  • 107 funds opened new Darden Restaurants positions in Q1 2023 and 66 closed out, a net change of +41 holders.
  • The largest Darden Restaurants buyer in Q1 2023 was Charles Schwab, an estimated $263M added.
  • The largest Darden Restaurants seller in Q1 2023 was Capital International Investors, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2023.