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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
HCP
726
Hexagon Capital Partners
Arkansas
$45.2K +$888 +6 +2%
SWM
727
Sugarloaf Wealth Management
Georgia
$40.2K
GWS
728
Glassman Wealth Services
Virginia
$39.3K +$888 +6 +2%
FDCC
729
Foster Dykema Cabot & Co
Massachusetts
$39K +$37K +250 New
CT
730
Cambridge Trust
Massachusetts
$38.8K
IBOK
731
Independence Bank of Kentucky
Kentucky
$38.8K
CPA
732
Cowen Prime Advisors
New York
$38K
FMP
733
Financial Management Professionals
Texas
$38K +$33.3K +225 +1,125%
AF
734
Allworth Financial
California
$37.9K +$16.4K +111 +83%
GWM
735
Geneos Wealth Management
Colorado
$37.2K +$10.5K +71 +42%
SSG
736
Summit Securities Group
New York
$37K +$17.2K +116 +94%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$36.8K +$13.6K +92 +63%
HDIM
738
Hanson & Doremus Investment Management
Vermont
$36K +$10.5K +71 +43%
PFBT
739
Parkside Financial Bank & Trust
Missouri
$34.4K +$2.52K +17 +8%
CPFP
740
Clear Perspectives Financial Planning
Ohio
$34.1K
EWA
741
EverSource Wealth Advisors
Alabama
$32.9K
GRP
742
Global Retirement Partners
California
$32.7K -$84K -568 -72%
HWA
743
HHM Wealth Advisors
Tennessee
$32.6K +$31.1K +210 New
FMTCOCP
744
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K
TAIM
745
TD Ameritrade Investment Management
Nebraska
$32K +$12.1K +82 +67%
PGAM
746
Princeton Global Asset Management
New Jersey
$31K
Loomis, Sayles & Company
747
Loomis, Sayles & Company
Massachusetts
$29K -$26.8K -181 -49%
FPFS
748
First Personal Financial Services
North Carolina
$27.9K
WTA
749
Washington Trust Advisors
Massachusetts
$27.5K -$2.96K -20 -10%
WWP
750
WR Wealth Planners
Missouri
$26.4K +$16.1K +109 +179%

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.