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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
GIA
551
Gateway Investment Advisers
Ohio
$217K -$49K -432 -18%
IWM
552
IHT Wealth Management
Illinois
$217K -$454 -4 -0.2%
GT
553
Greenleaf Trust
Michigan
$217K +$11K +97 +5%
GC
554
Gratus Capital
Georgia
$215K
KWM
555
Keebeck Wealth Management
Illinois
$214K +$223K +1,969 New
CI
556
Conning Inc
Connecticut
$210K -$2.27K -20 -1%
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$209K -$27.2K -240 -11%
CONA
558
Capital One National Association
New York
$209K +$217K +1,914 New
SSWM
559
Smith Salley Wealth Management
North Carolina
$208K
JIC
560
Johnson Investment Counsel
Ohio
$208K +$20.3K +179 +10%
IFS
561
Ifrah Financial Services
Arkansas
$207K -$2.61K -23 -1%
RI
562
Redwood Investments
Massachusetts
$207K
BSA
563
Braun Stacey Associates
New York
$207K +$216K +1,900 New
IA
564
IFP Advisors
Florida
$206K +$19K +167 +9%
LIM
565
Leavell Investment Management
Alabama
$203K
BCM
566
BlueCrest Capital Management
Jersey
$203K +$211K +1,858 New
GBT
567
Grove Bank & Trust
Florida
$201K
SFPG
568
Stonebridge Financial Planning Group
Florida
$196K +$204K +1,800 New
EW
569
Evoke Wealth
California
$190K +$12K +106 +6%
MERSOM
570
Municipal Employees' Retirement System of Michigan
Michigan
$186K -$529K -4,660 -73%
WPA
571
West Paces Advisors
Georgia
$183K +$185K +1,631 +3,624%
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K -$567K -4,997 -75%
HIA
573
Harbor Investment Advisory
Maryland
$171K +$178K +1,570 New
GWM
574
Geneos Wealth Management
Colorado
$169K
OC
575
Oakworth Capital
Alabama
$164K

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.