We are live on ! Find out more
DRI icon

Darden Restaurants

614 hedge funds and large institutions have $9.57B invested in Darden Restaurants in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 182 increasing their positions, 247 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 77

0.48% more ownership

Funds ownership: 90.25%90.73% (+0.48%)

0% less funds holding

Funds holding: 616614 (-2)

10% less capital invested

Capital invested by funds: $10.7B → $9.57B (-$1.11B)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 247

39% less call options, than puts

Call options by funds: $80.5M | Put options by funds: $131M

Holders
614
Holders Change
-2
Holders Change %
-0.32%
% of All Funds
14.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
82
Increased
182
Reduced
247
Closed
77
Calls
$80.5M
Puts
$131M
Net Calls
-$51M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
501
Bartlett & Co
Ohio
$85K -$9.47K -100 -9%
WTC
502
WhitTier Trust Company
Nevada
$85K
SWP
503
Stratos Wealth Partners
Ohio
$84K -$6.82K -72 -7%
S
504
SignatureFD
Georgia
$83K +$92.4K +976 New
IWM
505
IHT Wealth Management
Illinois
$82K +$92K +972 New
PA
506
Parallel Advisors
California
$80K
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$79K -$71.3K -753 -45%
SWM
508
SeaCrest Wealth Management
New York
$79K +$1.99K +21 +2%
LFG
509
LifePlan Financial Group
Ohio
$78K +$86.5K +914 New
WAM
510
Wealthspire Advisors (Maryland)
Maryland
$77K -$4.92K -52 -5%
SCM
511
Silvant Capital Management
Georgia
$76K +$84.6K +894 New
MGIA
512
Moneta Group Investment Advisors
Missouri
$72K +$80.2K +847 +28,233%
APA
513
American Portfolios Advisors
New York
$68.1K -$8.14K -86 -10%
KPCM
514
Kings Point Capital Management
New York
$65K -$39.8K -420 -35%
HMS
515
Hanseatic Management Services
New Mexico
$61K +$12K +127 +21%
ARMT
516
Amica Retiree Medical Trust
Rhode Island
$60K
BCM
517
Brasada Capital Management
Texas
$60K
CPP
518
Crow Point Partners
Massachusetts
$59K +$65.8K +695 New
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$57K +$29.6K +313 +89%
EAM
520
Exane Asset Management
France
$55.9K +$62.1K +656 New
DSC
521
Duncker Streett & Co
Missouri
$54K
PFA
522
Pathway Financial Advisors
Vermont
$53K
CFG
523
Citizens Financial Group
Rhode Island
$51K
MSA
524
Marino Stram & Associates
Massachusetts
$51K
CAPTRUST Financial Advisors
525
CAPTRUST Financial Advisors
North Carolina
$51K +$25.6K +270 +82%

DRI Hedge Fund Activity: Q1 2018 in Review

614 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q1 2018, worth a combined $9.57B — down 10% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new DRI positions and 77 closed out — a net gain of 5 holders — while 182 added to existing stakes and 247 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $164M. The largest seller was Bank of New York Mellon, cutting an estimated $111M.

  • 614 institutional investors held Darden Restaurants (DRI) as of Q1 2018, down from 616 in Q4 2017.
  • Funds reported $9.57B of Darden Restaurants stock for Q1 2018, down 10% quarter-over-quarter.
  • 82 funds opened new Darden Restaurants positions in Q1 2018 and 77 closed out, a net change of +5 holders.
  • The largest Darden Restaurants buyer in Q1 2018 was AQR Capital Management, an estimated $164M added.
  • The largest Darden Restaurants seller in Q1 2018 was Bank of New York Mellon, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2018.