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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
4WM
576
44 Wealth Management
Oregon
$283K -$2.66K -18 -1%
SAG
577
SageView Advisory Group
California
$283K +$16K +108 +6%
FFG
578
Fortem Financial Group
California
$280K -$333K -2,253 -56%
TNBTD
579
Trustmark National Bank Trust Department
Mississippi
$280K -$27.2K -184 -9%
OW
580
Olistico Wealth
Oklahoma
$278K
WA
581
Wambolt & Associates
Colorado
$278K
CFFP
582
Center for Financial Planning
Michigan
$278K +$3.25K +22 +1%
CFGS
583
Concourse Financial Group Securities
Alabama
$273K +$56.4K +381 +28%
1WA
584
180 Wealth Advisors
Washington
$270K
ICP
585
Interchange Capital Partners
Pennsylvania
$270K +$36.2K +245 +16%
EW
586
Evoke Wealth
California
$270K +$3.55K +24 +1%
MA
587
Mutual Advisors
Nebraska
$268K -$26.9K -182 -10%
NAM
588
NTV Asset Management
West Virginia
$264K
PA
589
Pinnacle Associates
New York
$261K +$11.5K +78 +5%
AR
590
Advisory Research
Illinois
$260K -$85.7K -579 -26%
LSPW
591
Lake Street Private Wealth
Illinois
$258K +$29.6K +200 +14%
SPC
592
Stewart & Patten Company
California
$257K
PCIA
593
Prime Capital Investment Advisors
Kansas
$257K -$73.5K -497 -23%
MCCP
594
Mission Creek Capital Partners
California
$254K -$99.6K -673 -29%
FTDI
595
First Trust Direct Indexing
Massachusetts
$253K +$9.62K +65 +4%
PCA
596
Private Capital Advisors
Connecticut
$251K +$239K +1,617 New
1IA
597
1620 Investment Advisors
Massachusetts
$249K +$8.29K +56 +4%
NERM
598
New England Research & Management
Illinois
$248K
IFS
599
Ifrah Financial Services
Arkansas
$247K -$4K -27 -2%
FA
600
FDx Advisors
Illinois
$245K

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.