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Darden Restaurants

726 hedge funds and large institutions have $11.9B invested in Darden Restaurants in 2019 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 252 increasing their positions, 254 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $106M | Put options by funds: $68.4M

34% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 77

2% more funds holding

Funds holding: 712726 (+14)

1% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 254

1.86% less ownership

Funds ownership: 91.08%89.22% (-1.9%)

10% less capital invested

Capital invested by funds: $13.2B → $11.9B (-$1.3B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
726
Holders Change
+14
Holders Change %
+1.97%
% of All Funds
14.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
103
Increased
252
Reduced
254
Closed
77
Calls
$106M
Puts
$68.4M
Net Calls
+$37.4M
Net Calls Change
+$55.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
701
Sutton Wealth Advisors
Florida
$2.18K
Fidelity International
702
Fidelity International
Bermuda
$2K -$227 -2 -13%
AF
703
Allworth Financial
California
$2K
IFAM
704
Institutional & Family Asset Management
Colorado
$2K
SWM
705
Selective Wealth Management
Virginia
$2K
TIM
706
Tortoise Investment Management
New York
$2K
EWA
707
Evolution Wealth Advisors
Florida
$2K +$114 +1 +6%
BL
708
Balentine LLC
Georgia
$2K +$908 +8 +133%
GWS
709
Glassman Wealth Services
Virginia
$2K +$908 +8 +57%
IRAG
710
Investment Research & Advisory Group
Georgia
$2K +$1.7K +15 New
WCM
711
Wealthcare Capital Management
Virginia
$2K +$1.93K +17 New
SQA
712
Simon Quick Advisors
New Jersey
$2K +$2.38K +21 New
WQ
713
Wealth Quarterback
New Jersey
$1.81K +$1.93K +17 New
HWA
714
Heritage Wealth Advisors
Virginia
$1.31K +$1.36K +12 New
PW
715
Price Wealth
Texas
$1K -$3.18K -28 -70%
NR
716
Newfound Research
Massachusetts
$1K -$568 -5 -36%
EI
717
Ellevest Inc
New York
$1K
PWP
718
Personal Wealth Partners
Minnesota
$1K
IWP
719
IAG Wealth Partners
Wisconsin
$1K +$1.02K +9 New
SL
720
Savior LLC
Massachusetts
$1K +$1.02K +9 New
CWA
721
Capital Wealth Alliance
Arizona
$1K +$1.14K +10 New
ED
722
Exane Derivatives
France
$668 -$142K -1,251 -100%
JCM
723
Junto Capital Management
New York
-$42.5M -359,320 Closed
PI
724
Putnam Investments
Massachusetts
-$22.6M -191,195 Closed
MWNA
725
Marshall Wace North America
New York
-$9.51M -80,451 Closed

DRI Hedge Fund Activity: Q4 2019 in Review

726 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q4 2019, worth a combined $11.9B — down 9.8% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new DRI positions and 77 closed out — a net gain of 26 holders — while 252 added to existing stakes and 254 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $307M. The largest seller was Bank of America, cutting an estimated $338M.

  • 726 institutional investors held Darden Restaurants (DRI) as of Q4 2019, up from 712 in Q3 2019.
  • Funds reported $11.9B of Darden Restaurants stock for Q4 2019, down 9.8% quarter-over-quarter.
  • 103 funds opened new Darden Restaurants positions in Q4 2019 and 77 closed out, a net change of +26 holders.
  • The largest Darden Restaurants buyer in Q4 2019 was Capital International Investors, an estimated $307M added.
  • The largest Darden Restaurants seller in Q4 2019 was Bank of America, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2019.