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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
IAIM
626
International Assets Investment Management
Florida
$230K -$41.4K -280 -0.2%
FMAEN1
627
Fund Management at Engine No 1
California
$229K +$218K +1,475 New
MFT
628
Moisand Fitzgerald Tamayo
Florida
$226K
APA
629
Astoria Portfolio Advisors
New York
$226K +$219K +1,477 New
SG
630
StoneX Group
New York
$226K +$215K +1,456 New
FDS
631
First Dallas Securities
Texas
$225K -$8.88K -60 -4%
PFP
632
Paragon Financial Partners
California
$224K +$214K +1,444 New
DWP
633
Destiny Wealth Partners
Florida
$224K
MA
634
Montag & Associates
Georgia
$223K
WAG
635
Wallace Advisory Group
California
$222K +$212K +1,430 New
TYCC
636
Texas Yale Capital Corp
Florida
$217K +$207K +1,400 New
GVAG
637
Great Valley Advisor Group
Delaware
$217K -$634K -4,283 -75%
TAM
638
Trust Asset Management
Texas
$217K +$207K +1,397 New
SWP
639
Stratos Wealth Partners
Ohio
$215K +$205K +1,387 New
FI
640
Financial Insights
Washington
$214K +$204K +1,382 New
SAI
641
Systematic Alpha Investments
New Jersey
$214K +$204K +1,380 New
RB
642
Renasant Bank
Mississippi
$213K +$204K +1,376 New
KFA
643
Kelleher Financial Advisors
New York
$212K +$202K +1,368 New
SPC
644
Sigma Planning Corp
Michigan
$212K +$202K +1,365 New
AWAG
645
ARS Wealth Advisors Group
Florida
$212K +$202K +1,363 New
GBT
646
Grove Bank & Trust
Florida
$211K +$4.59K +31 +2%
CG
647
Colony Group
Massachusetts
$209K +$200K +1,349 New
SHFP
648
Second Half Financial Partners
Florida
$207K +$197K +1,334 New
SWM
649
Spire Wealth Management
Virginia
$207K +$93.7K +633 +91%
MBT
650
Montecito Bank & Trust
California
$207K +$197K +1,331 New

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.