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Darden Restaurants
DRI

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: 3 → 9 (+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: 812 → 840 (+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

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$263M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$229M
3
CAM
Congress Asset Management
Massachusetts
+$110M
4
Victory Capital Management
Victory Capital Management
Texas
+$98.8M
5
Marshall Wace
Marshall Wace
United Kingdom
+$69.4M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$154M
2
Amundi
Amundi
France
-$113M
3
Citadel Advisors
Citadel Advisors
Florida
-$110M
4
Holocene Advisors
Holocene Advisors
New York
-$82M
5
Man Group
Man Group
United Kingdom
-$51.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Clearstead Advisors
Ohio
$3.88K +$1.63K +11 +79%
SIC
802
SJS Investment Consulting
Ohio
$3.57K +$148 +1 +5%
DIP
803
DT Investment Partners
Pennsylvania
$3.33K – – –
AWM
804
Abound Wealth Management
Tennessee
$3.26K – – –
DI
805
Disciplined Investments
Oklahoma
$2.64K -$296 -2 -11%
CBT
806
Central Bank & Trust
Kentucky
$2.64K +$2.52K +17 New
QL
807
Quarry LP
New York
$2.33K -$6.81K -46 -75%
TCM
808
TD Capital Management
Tennessee
$2.32K – – –
KFP
809
KB Financial Partners
New Jersey
$2K – – –
ADL
810
Asset Dedication LLC
California
$2K +$1.48K +10 New
VCM
811
Versant Capital Management
Arizona
$1.86K – – –
BWM
812
Baystate Wealth Management
Massachusetts
$1.75K – – –
WWM
813
Wolff Wiese Magana
California
$1.65K – – –
SIS
814
Sound Income Strategies
Florida
$1.56K -$31.2K -211 -95%
CTA
815
Colonial Trust Advisors
South Carolina
$1.55K – – –
EBA
816
Eagle Bay Advisors
New York
$1.55K – – –
MBFW
817
Morton Brown Family Wealth
Pennsylvania
$1.55K +$1.48K +10 New
MA
818
MCF Advisors
Kentucky
$1.24K – – –
NSIM
819
North Star Investment Management
Illinois
$1.24K – – –
ACA
820
Atlas Capital Advisors
Wyoming
$1.09K – – –
JWM
821
Janiczek Wealth Management
Colorado
$1.07K – – –
TFA
822
Transamerica Financial Advisors
Florida
$1K -$1.92K -13 -81%
BAM
823
Baldrige Asset Management
Pennsylvania
$1K +$888 +6 New
CWC
824
Carolinas Wealth Consulting
North Carolina
$931 – – –
TWA
825
TCI Wealth Advisors
Arizona
$931 – – –
31 32
33
34 35

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.