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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
PT
351
Plimoth Trust
Massachusetts
$1.21M -$200K -1,354 -15%
CWP
352
Capital Wealth Planning
Florida
$1.2M +$234K +1,584 +26%
AIM
353
Achmea Investment Management
Netherlands
$1.16M
KeyBank National Association
354
KeyBank National Association
Ohio
$1.16M +$612K +4,134 +123%
QIM
355
Quantitative Investment Management
Virginia
$1.16M +$1.11M +7,481 New
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$1.15M +$201K +1,361 +23%
NB
357
Norinchukin Bank
Japan
$1.13M +$32.3K +218 +3%
I
358
InceptionR
California
$1.12M +$15.8K +107 +2%
AAS
359
Ameritas Advisory Services
Nebraska
$1.12M -$681K -4,601 -39%
Wealthfront Advisers
360
Wealthfront Advisers
California
$1.11M +$31.2K +211 +3%
MCM
361
MAI Capital Management
Ohio
$1.09M +$110K +746 +12%
FFBTD
362
First Financial Bank - Trust Division
Ohio
$1.08M -$2.52K -17 -0.2%
TSS
363
Two Sigma Securities
New York
$1.08M +$1.03M +6,976 New
PAG
364
Private Advisor Group
New Jersey
$1.08M -$1.44M -9,743 -58%
QC
365
Quadrature Capital
United Kingdom
$1.07M +$1.02M +6,923 New
William Blair & Company
366
William Blair & Company
Illinois
$1.07M +$888 +6 +0.1%
CFA
367
Capstone Financial Advisors
Illinois
$1.07M
Baird Financial Group
368
Baird Financial Group
Wisconsin
$1.07M -$347K -2,348 -25%
JFG
369
Jefferies Financial Group
New York
$1.05M +$262K +1,770 +35%
WP
370
WealthShield Partners
North Carolina
$1.05M +$78.4K +530 +8%
VPIM
371
Vanguard Personalized Indexing Management
California
$1.05M -$189K -1,280 -16%
SWA
372
SFMG Wealth Advisors
Texas
$1.04M +$1.33K +9 +0.1%
TCM
373
Twin Capital Management
Pennsylvania
$1.04M -$70.4K -476 -7%
Lido Advisors
374
Lido Advisors
California
$1.04M +$525K +3,548 +113%
AIM
375
AHL Investment Management
Florida
$1.03M

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.