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Darden Restaurants

848 hedge funds and large institutions have $16.2B invested in Darden Restaurants in 2023 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 280 increasing their positions, 301 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 82

1% less funds holding

Funds holding: 854848 (-6)

0.84% less ownership

Funds ownership: 94.63%93.78% (-0.84%)

7% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 301

15% less capital invested

Capital invested by funds: $19.1B → $16.2B (-$2.85B)

18% less call options, than puts

Call options by funds: $305M | Put options by funds: $371M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
848
Holders Change
-6
Holders Change %
-0.7%
% of All Funds
13.46%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
90
Increased
280
Reduced
301
Closed
82
Calls
$305M
Puts
$371M
Net Calls
-$66.1M
Net Calls Change
+$30.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
Coldstream Capital Management
Washington
$400K -$5.87K -37 -1%
IWM
502
Iams Wealth Management
Nebraska
$400K +$443K +2,791 New
DEA
503
DoubleLine ETF Adviser
Florida
$397K +$8.72K +55 +2%
BOPW
504
Brandywine Oak Private Wealth
Pennsylvania
$397K -$67.7K -427 -13%
SVWAG
505
Sound View Wealth Advisors Group
Georgia
$397K +$41.7K +263 +10%
ECM
506
Evergreen Capital Management
Washington
$391K -$8.09K -51 -2%
GT
507
Glenview Trust
Kentucky
$387K
AIMCA
508
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$387K
HI
509
Harbour Investments
Wisconsin
$385K +$951 +6 +0.2%
SCA
510
Stonebridge Capital Advisors
Minnesota
$378K
GIA
511
Gladstone Institutional Advisory
Florida
$373K +$204K +1,288 +98%
SP
512
Symmetry Partners
Connecticut
$372K
LIM
513
Leavell Investment Management
Alabama
$370K
GHA
514
GW Henssler & Associates
Georgia
$367K +$406K +2,563 New
MC
515
Maverick Capital
Texas
$365K +$405K +2,552 New
BC
516
Bridgefront Capital
Texas
$364K +$404K +2,545 New
BC
517
Burney Company
Virginia
$362K -$2.38K -15 -0.6%
1SB
518
1ST Source Bank
Indiana
$362K +$3.96K +25 +1%
WDA
519
Wendell David Associates
New Hampshire
$358K +$396K +2,500 New
SI
520
Stephens Inc
Arkansas
$352K -$476 -3 -0.1%
Bank Julius Baer & Co
521
Bank Julius Baer & Co
Switzerland
$348K -$107K -674 -22%
PA
522
Profund Advisors
Maryland
$348K -$97.7K -616 -20%
SAG
523
SageView Advisory Group
California
$346K +$1.9K +12 +0.5%
BS
524
Banco Santander
Spain
$344K +$381K +2,404 New
FCCM
525
First City Capital Management
Georgia
$344K

DRI Hedge Fund Activity: Q3 2023 in Review

848 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q3 2023, worth a combined $16.2B — down 15% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new DRI positions and 82 closed out — a net gain of 8 holders — while 280 added to existing stakes and 301 trimmed.

The largest buyer was Steadfast Capital Management, opening a new position worth an estimated $101M. The largest seller was State Street, cutting an estimated $118M.

  • 848 institutional investors held Darden Restaurants (DRI) as of Q3 2023, down from 854 in Q2 2023.
  • Funds reported $16.2B of Darden Restaurants stock for Q3 2023, down 15% quarter-over-quarter.
  • 90 funds opened new Darden Restaurants positions in Q3 2023 and 82 closed out, a net change of +8 holders.
  • The largest Darden Restaurants buyer in Q3 2023 was Steadfast Capital Management, an estimated $101M added.
  • The largest Darden Restaurants seller in Q3 2023 was State Street, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2023.