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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
HWM
501
HB Wealth Management
Georgia
$437K -$40.8K -276 -9%
CI Investments Inc
502
CI Investments Inc
Ontario, Canada
$435K -$12.6K -85 -3%
HIA
503
Harbor Investment Advisory
Maryland
$429K -$28.6K -193 -7%
EWS
504
Evergreen Wealth Solutions
Pennsylvania
$428K -$94.8K -641 -19%
BC
505
Burney Company
Virginia
$426K
SVWAG
506
Sound View Wealth Advisors Group
Georgia
$425K +$6.66K +45 +2%
SCA
507
Stonebridge Capital Advisors
Minnesota
$425K -$95.1K -643 -19%
ECM
508
Evergreen Capital Management
Washington
$420K +$1.18K +8 +0.3%
AIMCA
509
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$419K +$399K +2,700 New
HI
510
Harbour Investments
Wisconsin
$416K -$33.7K -228 -8%
KPWS
511
Kestra Private Wealth Services
Texas
$408K +$11.7K +79 +3%
1SB
512
1ST Source Bank
Indiana
$407K
CIA
513
Choate Investment Advisors
Massachusetts
$406K -$51.2K -346 -12%
CAM
514
Cresset Asset Management
Illinois
$406K +$387K +2,617 New
SP
515
Symmetry Partners
Connecticut
$403K
LIM
516
Leavell Investment Management
Alabama
$400K -$9.62K -65 -2%
ESCM
517
Echo Street Capital Management
New York
$399K -$40.7K -275 -10%
IWC
518
Integrated Wealth Concepts
Massachusetts
$397K +$162K +1,094 +75%
NA
519
Navellier & Associates
Nevada
$395K +$20.4K +138 +6%
HT
520
Headlands Technologies
Illinois
$389K +$371K +2,510 New
OWA
521
One Wealth Advisors
California
$384K
SI
522
Stephens Inc
Arkansas
$383K +$365K +2,466 New
IFU
523
iSAM Funds (UK)
United Kingdom
$382K +$365K +2,464 New
HTHT
524
Hemenway Trust Hemenway Trust
New Hampshire
$381K -$41.4K -280 -10%
LOAMU
525
Lombard Odier Asset Management (USA)
New York
$380K +$362K +2,446 New

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.