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Darden Restaurants

726 hedge funds and large institutions have $11.9B invested in Darden Restaurants in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 252 increasing their positions, 254 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $106M | Put options by funds: $68.4M

34% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 77

2% more funds holding

Funds holding: 712726 (+14)

1% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 254

1.86% less ownership

Funds ownership: 91.08%89.22% (-1.9%)

10% less capital invested

Capital invested by funds: $13.2B → $11.9B (-$1.3B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
14.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
103
Increased
252
Reduced
254
Closed
77
Calls
$106M
Puts
$68.4M
Net Calls
+$37.4M
Net Calls Change
+$55.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Stockman Wealth Management
Montana
$307K
KA
502
Kintegral Advisory
New York
$305K
BAM
503
Belpointe Asset Management
Nevada
$305K +$318K +2,803 New
AA
504
ALPS Advisors
Colorado
$303K -$13.6K -120 -4%
EWM
505
Empirical Wealth Management
Washington
$303K +$315K +2,779 New
FAAS
506
First Allied Advisory Services
California
$299K -$23.4K -206 -7%
AssetMark Inc
507
AssetMark Inc
California
$298K +$341 +3 +0.1%
TNBTD
508
Trustmark National Bank Trust Department
Mississippi
$294K -$158K -1,395 -34%
RHBC
509
R.H. Bluestein & Co
Michigan
$294K
WCA
510
Westover Capital Advisors
Delaware
$294K +$37K +326 +14%
GVAG
511
Great Valley Advisor Group
Delaware
$294K +$306K +2,698 New
CIM
512
Contravisory Investment Management
Massachusetts
$293K -$3.73M -32,898 -92%
PHK
513
Point72 Hong Kong
Hong Kong
$291K -$43.5K -383 -13%
OWD
514
Osborn Williams & Donohoe
Ohio
$288K -$39.7K -350 -12%
BO
515
Bank OZK
Arkansas
$287K
HTC
516
Haverford Trust Company
Pennsylvania
$286K +$7.38K +65 +3%
ZIC
517
ZWJ Investment Counsel
Georgia
$285K +$13.2K +116 +5%
HVIA
518
Hudson Valley Investment Advisors
New York
$283K
WT
519
Whittier Trust
California
$276K
APP
520
Avantax Planning Partners
Iowa
$275K +$7.38K +65 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
521
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$273K -$2.22M -19,600 -89%
FNBOH
522
First National Bank of Hutchinson
Kansas
$273K +$284K +2,504 New
DWM
523
Doyle Wealth Management
Florida
$271K
Pacer Advisors
524
Pacer Advisors
Pennsylvania
$268K -$1.19M -10,481 -81%
BOPW
525
Brandywine Oak Private Wealth
Pennsylvania
$261K -$254K -2,240 -48%

DRI Hedge Fund Activity: Q4 2019 in Review

726 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q4 2019, worth a combined $11.9B — down 9.8% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new DRI positions and 77 closed out — a net gain of 26 holders — while 252 added to existing stakes and 254 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $307M. The largest seller was Bank of America, cutting an estimated $338M.

  • 726 institutional investors held Darden Restaurants (DRI) as of Q4 2019, up from 712 in Q3 2019.
  • Funds reported $11.9B of Darden Restaurants stock for Q4 2019, down 9.8% quarter-over-quarter.
  • 103 funds opened new Darden Restaurants positions in Q4 2019 and 77 closed out, a net change of +26 holders.
  • The largest Darden Restaurants buyer in Q4 2019 was Capital International Investors, an estimated $307M added.
  • The largest Darden Restaurants seller in Q4 2019 was Bank of America, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2019.