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Darden Restaurants
DRI

616 hedge funds and large institutions have $10.7B invested in Darden Restaurants in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 154 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

124% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 49

18% more capital invested

Capital invested by funds: $9.05B → $10.7B (+$1.64B)

10% more funds holding

Funds holding: 560 → 616 (+56)

1% more call options, than puts

Call options by funds: $149M | Put options by funds: $148M

1.39% less ownership

Funds ownership: 91.64% → 90.25% (-1.4%)

34% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 233

Holders
616
Holders Change
+56
Holders Change %
+10%
% of All Funds
13.97%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
110
Increased
154
Reduced
233
Closed
49
Calls
$149M
Puts
$148M
Net Calls
+$987K
Net Calls Change
+$15.5M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$401M
2
Victory Capital Management
Victory Capital Management
Texas
+$166M
3
MWNA
Marshall Wace North America
New York
+$62.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.5M
5
MCM
Melvin Capital Management
New York
+$50.7M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$195M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$153M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$110M
4
APG Asset Management
APG Asset Management
Netherlands
-$71.7M
5
Renaissance Technologies
Renaissance Technologies
New York
-$67.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
601
Strategic Wealth Partners
Ohio
$3K +$2.45K +29 New
LWA
602
Lenox Wealth Advisors
New York
$3K +$2.53K +30 New
SWMG
603
Signature Wealth Management Group
Georgia
$3K +$2.62K +31 New
Walleye Trading
604
Walleye Trading
New York
$2.36K -$956K -11,324 -32%
TFO
605
Tarbox Family Office
California
$2K – – –
AWA
606
Acorn Wealth Advisors
Michigan
$2K +$1.44K +17 New
MCM
607
Mainstay Capital Management
Michigan
$2K +$1.86K +22 New
LFA
608
Legacy Financial Advisors
Kentucky
$2K +$2.53K +30 New
SWA
609
Sutton Wealth Advisors
Florida
$1.92K – – –
BWM
610
Baystate Wealth Management
Massachusetts
$1K – – –
GWS
611
Glassman Wealth Services
Virginia
$1K +$338 +4 +57%
CCM
612
Cribstone Capital Management
Maine
$1K +$676 +8 New
CAC
613
Certified Advisory Corp
Florida
$1K +$1.27K +15 New
PCG
614
Private Capital Group
Connecticut
$8 +$7.35K +87 New
ETC
615
Evercore Trust Company
New York
– -$216M -2,739,904 Closed
PI
616
Putnam Investments
Massachusetts
– -$13.1M -166,856 Closed
Voloridge Investment Management
617
Voloridge Investment Management
Florida
– -$12.8M -162,962 Closed
BCM
618
Bridgeway Capital Management
Texas
– -$9.1M -115,500 Closed
NFA
619
Nationwide Fund Advisors
Ohio
– -$6.16M -78,189 Closed
SC
620
Samlyn Capital
New York
– -$5.21M -66,094 Closed
CG
621
Clinton Group
New York
– -$3.46M -43,865 Closed
Wellington Management Group
622
Wellington Management Group
Massachusetts
– -$3.28M -41,679 Closed
ARTA
623
A.R.T. Advisors
New York
– -$3.13M -39,700 Closed
BPM
624
Bowling Portfolio Management
Ohio
– -$2.92M -36,999 Closed
CEP
625
Chicago Equity Partners
Illinois
– -$2.81M -35,615 Closed
23 24
25
26 27

DRI Hedge Fund Activity: Q4 2017 in Review

616 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q4 2017, worth a combined $10.7B — up 18% from $9.05B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new DRI positions and 49 closed out — a net gain of 61 holders — while 154 added to existing stakes and 233 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $401M. The largest seller was Ameriprise, cutting an estimated $195M.

  • 616 institutional investors held Darden Restaurants (DRI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10.7B of Darden Restaurants stock for Q4 2017, up 18% quarter-over-quarter.
  • 110 funds opened new Darden Restaurants positions in Q4 2017 and 49 closed out, a net change of +61 holders.
  • The largest Darden Restaurants buyer in Q4 2017 was Capital World Investors, an estimated $401M added.
  • The largest Darden Restaurants seller in Q4 2017 was Ameriprise, an estimated $195M sold.

Based on aggregated 13F filings for Q4 2017.