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Darden Restaurants
DRI

906 hedge funds and large institutions have $18.6B invested in Darden Restaurants in 2023 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 285 increasing their positions, 313 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 68

43% more funds holding in top 10

Funds holding in top 10: 7 → 10 (+3)

15% more capital invested

Capital invested by funds: $16.2B → $18.6B (+$2.41B)

7% more funds holding

Funds holding: 848 → 906 (+58)

0.58% more ownership

Funds ownership: 93.78% → 94.36% (+0.58%)

9% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 313

24% less call options, than puts

Call options by funds: $319M | Put options by funds: $419M

Holders
906
Holders Change
+58
Holders Change %
+6.84%
% of All Funds
13.21%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.15%
New
138
Increased
285
Reduced
313
Closed
68
Calls
$319M
Puts
$419M
Net Calls
-$99.3M
Net Calls Change
-$33.2M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$273M
2
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
+$53.8M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$47.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$39.8M
5
SCM
Steadfast Capital Management
New York
+$32.3M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$352M
2
Squarepoint
Squarepoint
New York
-$38.4M
3
Boston Partners
Boston Partners
Massachusetts
-$31.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$26.7M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$22.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
876
VisionPoint Advisory Group
Texas
$2.14K -$1.06K -7 -35%
LF
877
Lee Financial
Texas
$2.14K – – –
BWM
878
Baystate Wealth Management
Massachusetts
$2.06K +$151 +1 +9%
IPW
879
Impact Partnership Wealth
Georgia
$1.97K -$241K -1,592 -99%
VCM
880
Versant Capital Management
Arizona
$1.97K -$303 -2 -14%
DPW
881
DiNuzzo Private Wealth
Pennsylvania
$1.97K +$1.82K +12 New
PCMC
882
Planning Capital Management Corporation
Pennsylvania
$1.81K +$1.67K +11 New
CWC
883
Carolinas Wealth Consulting
North Carolina
$1.81K +$757 +5 +83%
WWM
884
Wolff Wiese Magana
California
$1.79K – – –
SIS
885
Sound Income Strategies
Florida
$1.7K – – –
CTA
886
Colonial Trust Advisors
South Carolina
$1.64K – – –
CFO
887
CVA Family Office
Colorado
$1.64K +$1.51K +10 New
JWM
888
Janiczek Wealth Management
Colorado
$1.48K +$303 +2 +29%
PIM
889
Plato Investment Management
Australia
$1.48K +$1.36K +9 New
DF
890
Dunhill Financial
United Kingdom
$1.34K +$1.21K +8 New
NSIM
891
North Star Investment Management
Illinois
$1.31K – – –
ACA
892
Atlas Capital Advisors
Wyoming
$1.15K – – –
CAL
893
Capital Advisors Ltd
Ohio
$1K – – –
MFA
894
McClarren Financial Advisors
Pennsylvania
$1K – – –
JFGIW
895
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$986 +$908 +6 New
CPA
896
Clear Point Advisors
New York
$879 +$757 +5 New
FGAM
897
Financial Gravity Asset Management
Texas
$666 +$303 +2 +200%
CAM
898
ClariVest Asset Management
California
$493 – – –
LWANC
899
Laurel Wealth Advisors (North Carolina)
North Carolina
$493 – – –
TWP
900
TFO Wealth Partners
Ohio
$493 – – –
34 35
36
37 38

DRI Hedge Fund Activity: Q4 2023 in Review

906 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q4 2023, worth a combined $18.6B — up 15% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new DRI positions and 68 closed out — a net gain of 70 holders — while 285 added to existing stakes and 313 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $273M. The largest seller was Capital International Investors, cutting an estimated $352M.

  • 906 institutional investors held Darden Restaurants (DRI) as of Q4 2023, up from 848 in Q3 2023.
  • Funds reported $18.6B of Darden Restaurants stock for Q4 2023, up 15% quarter-over-quarter.
  • 138 funds opened new Darden Restaurants positions in Q4 2023 and 68 closed out, a net change of +70 holders.
  • The largest Darden Restaurants buyer in Q4 2023 was Morgan Stanley, an estimated $273M added.
  • The largest Darden Restaurants seller in Q4 2023 was Capital International Investors, an estimated $352M sold.

Based on aggregated 13F filings for Q4 2023.