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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
OPA
476
Old Port Advisors
Maine
$498K -$22.6K -153 -5%
BHPW
477
Beverly Hills Private Wealth
California
$497K +$74.4K +503 +19%
BOPW
478
Brandywine Oak Private Wealth
Pennsylvania
$497K
DAS
479
Dynamic Advisor Solutions
Arizona
$495K +$16.9K +114 +4%
Bank Julius Baer & Co
480
Bank Julius Baer & Co
Switzerland
$492K -$194K -1,314 -29%
PFO
481
Pathstone Family Office
New Jersey
$491K -$1.61M -10,871 -79%
FNB
482
Farmers National Bank
Kentucky
$488K +$3.7K +25 +0.8%
TPCW
483
TD Private Client Wealth
New York
$478K +$156K +1,053 +52%
SI
484
Saxon Interests
Texas
$476K +$52.5K +355 +13%
BCM
485
BlueCrest Capital Management
Jersey
$474K +$452K +3,053 New
QI
486
Qtron Investments
Massachusetts
$472K +$142K +963 +46%
PMFA
487
Plante Moran Financial Advisors
Michigan
$470K -$3.25K -22 -0.7%
MIM
488
Montgomery Investment Management
Maryland
$465K
PTCG
489
Pring Turner Capital Group
California
$465K
AAM
490
AR Asset Management
California
$465K
RMCM
491
Reynders McVeigh Capital Management
Massachusetts
$465K
TMAM
492
Tokio Marine Asset Management
Japan
$464K +$56.7K +383 +15%
ZIC
493
ZWJ Investment Counsel
Georgia
$457K +$59.3K +401 +16%
GT
494
Glenview Trust
Kentucky
$456K -$11.8K -80 -3%
ACA
495
Ackerman Capital Advisors
Texas
$455K -$740 -5 -0.2%
VI
496
Vestcor Inc
New Brunswick, Canada
$448K -$3.4K -23 -0.8%
SFG
497
Summit Financial Group
West Virginia
$447K
DFCM
498
Dark Forest Capital Management
Puerto Rico
$443K +$422K +2,854 New
AP
499
Appleton Partners
Massachusetts
$439K -$592 -4 -0.1%
CCM
500
Coldstream Capital Management
Washington
$439K +$3.11K +21 +0.7%

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.