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Darden Restaurants

464 hedge funds and large institutions have $5.32B invested in Darden Restaurants in 2014 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 162 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $159M | Put options by funds: $87.1M

3.16% more ownership

Funds ownership: 94.04%97.19% (+3.2%)

2% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 51

1% less funds holding

Funds holding: 467464 (-3)

2% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 165

5% less capital invested

Capital invested by funds: $5.62B → $5.32B (-$299M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
464
Holders Change
-3
Holders Change %
-0.64%
% of All Funds
13.34%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
52
Increased
162
Reduced
165
Closed
51
Calls
$159M
Puts
$87.1M
Net Calls
+$72M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
376
Peapack-Gladstone Financial Corp
New Jersey
$208K +$3.45K +78 +2%
SOADOR
377
State of Alaska Department of Revenue
Alaska
$206K
QT
378
Quantbot Technologies
New York
$200K +$215K +4,852 New
AIM
379
Acropolis Investment Management
Missouri
$199K +$213K +4,805 New
Daiwa Securities Group
380
Daiwa Securities Group
Japan
$190K
LTFS
381
Ladenburg Thalmann Financial Services
Florida
$183K +$157K +3,541 +398%
DILH
382
Dai-ichi Life Holdings
Japan
$181K
TF
383
Tompkins Financial
New York
$180K -$65.9K -1,489 -26%
TRCT
384
Tower Research Capital (TRC)
New York
$167K -$131K -2,958 -42%
Creative Planning
385
Creative Planning
Kansas
$162K +$63K +1,422 +57%
Macquarie Group
386
Macquarie Group
Australia
$160K -$19.8K -448 -10%
CTC
387
Central Trust Company
Missouri
$147K -$2.75K -62 -2%
PAM
388
PartnerRe Asset Management
Connecticut
$130K -$18.1K -409 -12%
PTC
389
Private Trust Company
Ohio
$123K +$64.4K +1,454 +95%
CLOS
390
Compagnie Lombard Odier SCmA
Switzerland
$122K
LOAMS
391
Lombard Odier Asset Management (Switzerland)
Switzerland
$121K +$131K +2,947 New
Toronto Dominion Bank
392
Toronto Dominion Bank
Ontario, Canada
$118K -$27.2K -614 -18%
DVM
393
Dreman Value Management
Florida
$116K +$8.32K +188 +7%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$107K -$17K -385 -13%
Allianz Asset Management
395
Allianz Asset Management
Germany
$106K -$266 -6 -0.2%
TI
396
Turner Investments
Pennsylvania
$102K +$109K +2,461 New
WT
397
Whittier Trust
California
$93K
FNBT
398
FineMark National Bank & Trust
Florida
$89K -$443 -10 -0.5%
RNS
399
Robert N. Shapiro
$89K
Nordea Investment Management
400
Nordea Investment Management
Sweden
$86K

DRI Hedge Fund Activity: Q2 2014 in Review

464 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q2 2014, worth a combined $5.32B — down 5.3% from $5.62B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DRI positions and 51 closed out — a net gain of 1 holder — while 162 added to existing stakes and 165 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.5M. The largest seller was Capital International Investors, cutting an estimated $53.9M.

  • 464 institutional investors held Darden Restaurants (DRI) as of Q2 2014, down from 467 in Q1 2014.
  • Funds reported $5.32B of Darden Restaurants stock for Q2 2014, down 5.3% quarter-over-quarter.
  • 52 funds opened new Darden Restaurants positions in Q2 2014 and 51 closed out, a net change of +1 holder.
  • The largest Darden Restaurants buyer in Q2 2014 was Fidelity Investments, an estimated $96.5M added.
  • The largest Darden Restaurants seller in Q2 2014 was Capital International Investors, an estimated $53.9M sold.

Based on aggregated 13F filings for Q2 2014.