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Darden Restaurants
DRI

906 hedge funds and large institutions have $18.6B invested in Darden Restaurants in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 68

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

15% more capital invested

Capital invested by funds: $16.2B → $18.6B (+$2.41B)

7% more funds holding

Funds holding: 848 → 906 (+58)

0.58% more ownership

Funds ownership: 93.78% → 94.36% (+0.58%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

24% less call options, than puts

Call options by funds: $319M | Put options by funds: $419M

Holders
906
Holders Change
+58
Holders Change %
+6.84%
% of All Funds
13.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
138
Increased
285
Reduced
313
Closed
68
Calls
$319M
Puts
$419M
Net Calls
-$99.3M
Net Calls Change
-$33.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$273M
2
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
+$53.8M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$47.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$39.8M
5
SCM
Steadfast Capital Management
New York
+$32.3M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$352M
2
Squarepoint
Squarepoint
New York
-$38.4M
3
Boston Partners
Boston Partners
Massachusetts
-$31.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$26.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$1.24M +$38K +251 +3%
PDL
377
Portfolio Design Labs
California
$1.24M +$1.14M +7,517 New
SAA
378
Southeast Asset Advisors
Georgia
$1.21M -$149K -985 -12%
William Blair & Company
379
William Blair & Company
Illinois
$1.2M +$46.8K +309 +4%
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$1.2M -$30.3K -200 -3%
IFU
381
iSAM Funds (UK)
United Kingdom
$1.19M +$1.1M +7,236 New
Verition Fund Management
382
Verition Fund Management
Connecticut
$1.18M +$62.8K +415 +6%
CS
383
Candriam SCA
Luxembourg
$1.17M – – –
CFA
384
Capstone Financial Advisors
Illinois
$1.16M -$14.4K -95 -1%
CCA
385
Catalyst Capital Advisors
New York
$1.16M +$1.07M +7,066 New
Wealth Enhancement Advisory Services
386
Wealth Enhancement Advisory Services
Minnesota
$1.16M -$82.2K -543 -7%
JF
387
Jump Financial
Illinois
$1.16M +$383K +2,532 +56%
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$1.15M -$46.6K -308 -4%
RB
389
Rodgers Brothers
Pennsylvania
$1.15M – – –
WG
390
Winton Group
United Kingdom
$1.13M -$232K -1,530 -18%
AG
391
Ascent Group
Virginia
$1.13M +$29.5K +195 +3%
Lido Advisors
392
Lido Advisors
California
$1.12M -$4.39K -29 -0.4%
GH
393
GAM Holding
Switzerland
$1.12M +$1.03M +6,798 New
Bessemer Group
394
Bessemer Group
New Jersey
$1.11M +$217K +1,430 +27%
SWA
395
SFMG Wealth Advisors
Texas
$1.1M +$1.36K +9 +0.1%
ABC
396
Associated Banc-Corp
Wisconsin
$1.09M -$454K -3,000 -31%
AIM
397
AHL Investment Management
Florida
$1.09M – – –
AF
398
Apexium Financial
Texas
$1.08M +$992K +6,550 New
FIM
399
Freedom Investment Management
Connecticut
$1.07M +$3.48K +23 +0.4%
LFAS
400
Level Four Advisory Services
Texas
$1.06M – – –
14 15
16
17 18

DRI Hedge Fund Activity: Q4 2023 in Review

906 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q4 2023, worth a combined $18.6B — up 15% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new DRI positions and 68 closed out — a net gain of 70 holders — while 285 added to existing stakes and 313 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $273M. The largest seller was Capital International Investors, cutting an estimated $352M.

  • 906 institutional investors held Darden Restaurants (DRI) as of Q4 2023, up from 848 in Q3 2023.
  • Funds reported $18.6B of Darden Restaurants stock for Q4 2023, up 15% quarter-over-quarter.
  • 138 funds opened new Darden Restaurants positions in Q4 2023 and 68 closed out, a net change of +70 holders.
  • The largest Darden Restaurants buyer in Q4 2023 was Morgan Stanley, an estimated $273M added.
  • The largest Darden Restaurants seller in Q4 2023 was Capital International Investors, an estimated $352M sold.

Based on aggregated 13F filings for Q4 2023.