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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
TWA
526
TCI Wealth Advisors
Arizona
$51K +$56.8K +600 New
FRA
527
Front Row Advisors
California
$50K -$284 -3 -0.5%
OWA
528
One Wealth Advisors
California
$46K -$120K -1,265 -70%
RWA
529
Ropes Wealth Advisors
Massachusetts
$45K
TFA
530
Transamerica Financial Advisors
Florida
$44K -$571K -6,029 -92%
RCAG
531
Rehmann Capital Advisory Group
Michigan
$44K +$49.3K +521 New
PGWM
532
Parisi Gray Wealth Management
New Jersey
$41K +$9.85K +104 +27%
Loomis, Sayles & Company
533
Loomis, Sayles & Company
Massachusetts
$40K -$261K -2,757 -85%
TCOV
534
Trust Company of Vermont
Vermont
$38K
BWM
535
Baystate Wealth Management
Massachusetts
$37K +$37.3K +394 +3,940%
FCAG
536
First Capital Advisors Group
New Jersey
$31K +$34.7K +367 New
ML
537
McAdam LLC
Pennsylvania
$30K +$33.1K +350 New
FCB
538
First Command Bank
Texas
$28.2K +$14.2K +150 +83%
FCFS
539
First Command Financial Services
Texas
$28K +$14.2K +150 +83%
SIAS
540
Shine Investment Advisory Services
Colorado
$27K
OFW
541
Omnia Family Wealth
Florida
$26K
BFC
542
Bedel Financial Consulting
Indiana
$26K +$28.4K +300 New
CAGAS
543
Capital Advisory Group Advisory Services
Minnesota
$26K +$28.4K +300 New
TSW
544
Thompson Siegel & Walmsley
Virginia
$25K
CAW
545
Cornerstone Advisors (Washington)
Washington
$25K +$19.1K +202 +227%
JA
546
JOYN Advisors
Georgia
$25K +$27.6K +292 New
GLI
547
Guardian Life Insurance
New York
$24K -$11.5K -121 -30%
BWL
548
Bogart Wealth LLC
Virginia
$23K
ST
549
Smithfield Trust
Pennsylvania
$22K +$4.73K +50 +24%
CPA
550
Cowen Prime Advisors
New York
$21K

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.