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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
LA
401
LBP AM
France
$826K -$119K -804 -13%
FLPIM
402
F.L. Putnam Investment Management
Massachusetts
$824K -$16.3K -110 -2%
CA
403
Cetera Advisors
Colorado
$819K +$13K +88 +2%
Bessemer Group
404
Bessemer Group
New Jersey
$818K -$53.6K -362 -6%
UCFA
405
United Capital Financial Advisors
Texas
$799K -$24K -162 -3%
MYIA
406
Mount Yale Investment Advisors
Colorado
$785K +$749K +5,060 New
PAM
407
Panagora Asset Management
Massachusetts
$785K -$604K -4,083 -45%
IRC
408
Investors Research Corp
Georgia
$784K -$55.5K -375 -7%
IMRF
409
Illinois Municipal Retirement Fund
Illinois
$779K
CS
410
Candriam SCA
Luxembourg
$772K +$208K +1,409 +35%
BRWA
411
B. Riley Wealth Advisors
Florida
$769K +$459K +3,103 +167%
LDB
412
Lee, Danner & Bass
Tennessee
$759K
CFCI
413
Comprehensive Financial Consultants Institutional
Indiana
$758K +$115K +776 +19%
BTWM
414
Baker Tilly Wealth Management
Wisconsin
$751K +$434K +2,931 +154%
PP
415
Prudential plc
United Kingdom
$749K -$143K -969 -17%
CF
416
Copperwynd Financial
Arizona
$748K -$5.33K -36 -0.7%
LFA
417
Lauterbach Financial Advisors
Texas
$745K
EI
418
Ethic Inc
New York
$736K +$474K +3,202 +208%
IWA
419
IBEX Wealth Advisors
New Jersey
$733K -$44.8K -303 -6%
Walleye Trading
420
Walleye Trading
New York
$728K -$1.93M -13,016 -74%
KWMG
421
King Wealth Management Group
Florida
$727K -$1.48K -10 -0.2%
RAM
422
Roanoke Asset Management
New Jersey
$723K
VCA
423
Verdence Capital Advisors
Maryland
$702K +$61K +412 +10%
RIL
424
Rothschild Investment LLC
Illinois
$701K +$10.9K +74 +2%
CGH
425
Crossmark Global Holdings
Texas
$694K -$334K -2,255 -34%

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.