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Darden Restaurants

444 hedge funds and large institutions have $5.85B invested in Darden Restaurants in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 170 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

154% more call options, than puts

Call options by funds: $372M | Put options by funds: $146M

10% more capital invested

Capital invested by funds: $5.32B → $5.85B (+$529M)

8% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 170

1.18% less ownership

Funds ownership: 97.19%96.01% (-1.2%)

4% less funds holding

Funds holding: 464444 (-20)

29% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 55

Holders
444
Holders Change
-20
Holders Change %
-4.31%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
39
Increased
156
Reduced
170
Closed
55
Calls
$372M
Puts
$146M
Net Calls
+$226M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
HRIA
376
Haberer Registered Investment Advisor
Ohio
$87K
IMS
377
Index Management Solutions
Pennsylvania
$82K -$1.09M -25,719 -94%
PTC
378
Private Trust Company
Ohio
$80K -$52.1K -1,233 -41%
MA
379
MUFG Americas
New York
$78K -$1.18K -28 -2%
MFS
380
MSI Financial Services
Massachusetts
$77K +$718 +17 +1%
SGC
381
South Georgia Capital
Illinois
$77K +$70.9K +1,678 New
EFSCE
382
Enterprise Financial Services Corp (EFSC)
Missouri
$75K -$4.52K -107 -6%
MFBTD
383
MB Financial Bank - Trust Department
Illinois
$74K +$35.4K +839 +100%
FANJ
384
Financial Architects (New Jersey)
New Jersey
$73K -$4.69K -111 -7%
DSC
385
Duncker Streett & Co
Missouri
$65K -$228K -5,397 -79%
SSG
386
Summit Securities Group
New York
$62K +$23.7K +561 +72%
Fuller & Thaler Asset Management
387
Fuller & Thaler Asset Management
California
$62K +$56.7K +1,342 New
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$59K
MMG
389
Monetary Management Group
Missouri
$59K
ST
390
SpiderRock Trading
Illinois
$57K
W
391
Wealthfront
California
$57K +$41.9K +993 +394%
BOK
392
Bank of Kentucky
Kentucky
$57K +$52.1K +1,233 New
SFSIG
393
San Francisco Sentry Investment Group
California
$56K
BC
394
Bartlett & Co
Ohio
$51K
LFR
395
Lehman Financial Resources
Pennsylvania
$51K
WTC
396
WhitTier Trust Company
Nevada
$51K
NES
397
New England Securities
New York
$51K +$42.5K +1,007 +899%
BPBT
398
Boston Private Bank & Trust
Massachusetts
$49K
GIS
399
Guardian Investor Services
New York
$48K -$1.94K -46 -4%
KPCM
400
Kings Point Capital Management
New York
$39K

DRI Hedge Fund Activity: Q3 2014 in Review

444 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q3 2014, worth a combined $5.85B — up 9.9% from $5.32B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DRI and 39 opened new positions — a net loss of 16 holders — while 170 trimmed existing stakes and 156 added.

The largest buyer was Starboard Value, adding an estimated $162M. The largest seller was Capital International Investors, cutting an estimated $103M.

  • 444 institutional investors held Darden Restaurants (DRI) as of Q3 2014, down from 464 in Q2 2014.
  • Funds reported $5.85B of Darden Restaurants stock for Q3 2014, up 9.9% quarter-over-quarter.
  • 39 funds opened new Darden Restaurants positions in Q3 2014 and 55 closed out, a net change of -16 holders.
  • The largest Darden Restaurants buyer in Q3 2014 was Starboard Value, an estimated $162M added.
  • The largest Darden Restaurants seller in Q3 2014 was Capital International Investors, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2014.