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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
CIM
651
Contravisory Investment Management
Massachusetts
– -$233K -2,963 Closed
CCIA
652
Campbell & Co Investment Adviser
Maryland
– -$208K -2,635 Closed
WTB
653
Washington Trust Bank
Washington
– -$63K -794 Closed
NIMI
654
Natixis Investment Managers International
France
– -$55K -700 Closed
FIB
655
First Interstate Bank
Montana
– -$43K -550 Closed
FPS
656
Fieldpoint Private Securities
Connecticut
– -$37K -466 Closed
MA
657
MUFG Americas
New York
– -$32K -400 Closed
NFG
658
Next Financial Group
Texas
– -$21K -265 Closed
CMBA
659
C.M. Bidwell & Associates
Hawaii
– -$17K -215 Closed
TDC
660
Thompson Davis & Co
Virginia
– -$14K -173 Closed
ZB
661
Zions Bancorporation
Utah
– -$13K -170 Closed
CAL
662
Capital Analysts LLC
Pennsylvania
– -$7K -86 Closed
MFW
663
Mosaic Family Wealth
Missouri
– -$5K -67 Closed
MGIA
664
Moneta Group Investment Advisors
Missouri
– +$253 +3 New
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.