We are live on ! Find out more
DRI icon

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
WS
601
Wedbush Securities
California
$244K -$437K -2,956 -65%
AWM
602
Apollon Wealth Management
South Carolina
$244K +$13K +88 +6%
PP
603
Patron Partners
Texas
$244K
VHAM
604
Van Hulzen Asset Management
California
$241K -$14.1M -95,094 -98%
FFN
605
Focus Financial Network
Minnesota
$241K +$229K +1,551 New
PAG
606
Powers Advisory Group
Illinois
$241K +$1.18K +8 +0.5%
KBFS
607
Kohmann Bosshard Financial Services
Ohio
$240K
RCAG
608
Rehmann Capital Advisory Group
Michigan
$239K -$7.1K -48 -3%
BDFN
609
Bond & Devick Financial Network
Minnesota
$239K +$888 +6 +0.4%
BB
610
Busey Bank
Illinois
$238K
VIA
611
Vident Investment Advisory
Georgia
$237K +$226K +1,529 New
AIP
612
Ameritas Investment Partners
Nebraska
$236K
LCM
613
Landscape Capital Management
New Jersey
$236K -$566K -3,826 -72%
SPWG
614
Sage Private Wealth Group
Illinois
$235K +$224K +1,516 New
RIM
615
RW Investment Management
Idaho
$234K
VWA
616
Visionary Wealth Advisors
Illinois
$234K +$5.92K +40 +3%
Carson Wealth (CWM LLC)
617
Carson Wealth (CWM LLC)
Nebraska
$234K +$21.7K +147 +11%
FCMC
618
Founders Capital Management (Connecticut)
Connecticut
$233K
ST
619
Sabal Trust
Florida
$233K
TBA
620
Tower Bridge Advisors
Pennsylvania
$233K
PWLP
621
Prio Wealth Limited Partnership
Massachusetts
$232K
CI
622
Cigna Investments
Connecticut
$232K -$3.85K -26 -2%
ATC
623
Argent Trust Co
Tennessee
$231K
KNW
624
Kesler Norman & Wride
Utah
$231K
EWM
625
Evercore Wealth Management
New York
$230K -$72.5K -490 -25%

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.