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Darden Restaurants
DRI

916 hedge funds and large institutions have $19.4B invested in Darden Restaurants in 2024 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 320 increasing their positions, 318 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 83

2.65% more ownership

Funds ownership: 94.36% → 97.02% (+2.7%)

1% more funds holding

Funds holding: 906 → 916 (+10)

4% more capital invested

Capital invested by funds: $18.6B → $19.4B (+$707M)

1% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 318

30% less funds holding in top 10

Funds holding in top 10: 10 → 7 (-3)

38% less call options, than puts

Call options by funds: $275M | Put options by funds: $445M

Holders
916
Holders Change
+10
Holders Change %
+1.1%
% of All Funds
13.2%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.1%
New
102
Increased
320
Reduced
318
Closed
83
Calls
$275M
Puts
$445M
Net Calls
-$169M
Net Calls Change
-$70M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$141M
2
Victory Capital Management
Victory Capital Management
Texas
+$126M
3
HCM
Hamlin Capital Management
New York
+$116M
4
N
Nuveen
North Carolina
+$78.8M
5
WHG
Westwood Holdings Group
Texas
+$72.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$233M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.8M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$69M
4
Capital International Investors
Capital International Investors
California
-$61.4M
5
Citadel Advisors
Citadel Advisors
Florida
-$49M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
876
Frazier Financial Advisors
Ohio
$3.34K – – –
VWM
877
Venturi Wealth Management
Texas
$3.01K +$2.99K +18 New
FMP
878
Financial Management Professionals
Texas
$3K – – –
CBT
879
Central Bank & Trust
Kentucky
$2.84K – – –
EBA
880
Eagle Bay Advisors
New York
$2.67K – – –
CPG
881
Custom Portfolio Group
Colorado
$2.51K – – –
AWM
882
Activest Wealth Management
Florida
$2.51K +$2.49K +15 New
S
883
Sachetta
Massachusetts
$2.3K – – –
VAG
884
VisionPoint Advisory Group
Texas
$2.17K – – –
DPW
885
DiNuzzo Private Wealth
Pennsylvania
$2.17K +$166 +1 +8%
RFG
886
RFP Financial Group
Georgia
$2.17K +$2.16K +13 New
VCM
887
Versant Capital Management
Arizona
$2.01K – – –
CAL
888
Capital Advisors Ltd
Ohio
$2K +$664 +4 +50%
WWM
889
Wolff Wiese Magana
California
$1.84K – – –
CWC
890
Carolinas Wealth Consulting
North Carolina
$1.84K – – –
PCMC
891
Planning Capital Management Corporation
Pennsylvania
$1.84K – – –
CFO
892
CVA Family Office
Colorado
$1.67K – – –
RFS
893
Richardson Financial Services
Massachusetts
$1.67K +$1.66K +10 New
DF
894
Dunhill Financial
United Kingdom
$1.63K +$332 +2 +25%
JWM
895
Janiczek Wealth Management
Colorado
$1.5K – – –
AP
896
Atwood & Palmer
Missouri
$1.34K +$1.33K +8 New
A
897
AlphaQuest
New York
$1.34K -$1.44M -8,674 -100%
NSIM
898
North Star Investment Management
Illinois
$1.34K – – –
RS
899
Rakuten Securities
Japan
$1.34K +$1.33K +8 New
ACA
900
Atlas Capital Advisors
Wyoming
$1.17K – – –
34 35
36
37 38

DRI Hedge Fund Activity: Q1 2024 in Review

916 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q1 2024, worth a combined $19.4B — up 3.8% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new DRI positions and 83 closed out — a net gain of 19 holders — while 320 added to existing stakes and 318 trimmed.

The largest buyer was Charles Schwab, adding an estimated $141M. The largest seller was Morgan Stanley, cutting an estimated $233M.

  • 916 institutional investors held Darden Restaurants (DRI) as of Q1 2024, up from 906 in Q4 2023.
  • Funds reported $19.4B of Darden Restaurants stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 102 funds opened new Darden Restaurants positions in Q1 2024 and 83 closed out, a net change of +19 holders.
  • The largest Darden Restaurants buyer in Q1 2024 was Charles Schwab, an estimated $141M added.
  • The largest Darden Restaurants seller in Q1 2024 was Morgan Stanley, an estimated $233M sold.

Based on aggregated 13F filings for Q1 2024.