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Darden Restaurants

444 hedge funds and large institutions have $5.85B invested in Darden Restaurants in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 156 increasing their positions, 170 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

154% more call options, than puts

Call options by funds: $372M | Put options by funds: $146M

10% more capital invested

Capital invested by funds: $5.32B → $5.85B (+$529M)

8% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 170

1.18% less ownership

Funds ownership: 97.19%96.01% (-1.2%)

4% less funds holding

Funds holding: 464444 (-20)

29% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 55

Holders
444
Holders Change
-20
Holders Change %
-4.31%
% of All Funds
12.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
39
Increased
156
Reduced
170
Closed
55
Calls
$372M
Puts
$146M
Net Calls
+$226M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$784M -$22.4M -530,192 -3%
SV
2
Starboard Value
New York
$599M +$162M +3,825,863 +42%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$519M +$149M +3,519,129 +45%
Vanguard Group
4
Vanguard Group
Pennsylvania
$492M +$12.2M +289,057 +3%
State Street
5
State Street
Massachusetts
$272M +$10.2M +241,568 +4%
BFA
6
BlackRock Fund Advisors
California
$262M +$6.05M +143,229 +3%
BIT
7
BlackRock Institutional Trust
California
$177M -$150K -3,555 -0.1%
Invesco
8
Invesco
Georgia
$167M +$21.4M +506,254 +16%
Capital International Investors
9
Capital International Investors
California
$101M -$103M -2,441,212 -53%
Northern Trust
10
Northern Trust
Illinois
$98.6M -$5.23M -123,847 -5%
WCM
11
Wedge Capital Management
North Carolina
$97.4M +$1.77M +41,830 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$95.7M +$1.44M +34,032 +2%
TCIM
13
TIAA CREF Investment Management
New York
$93.9M -$25.8M -611,906 -23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$87.5M -$19.8M -469,364 -20%
Bank of America
15
Bank of America
North Carolina
$67.2M -$23.3M -552,548 -27%
EARNEST Partners
16
EARNEST Partners
Georgia
$64.1M -$3.43M -81,156 -6%
MHI
17
Miller Howard Investments
New York
$61.7M +$709K +16,779 +1%
Norges Bank
18
Norges Bank
Norway
$60.8M -$55.8M -1,321,896 -50%
TA
19
Teachers Advisors
New York
$58.5M -$6.06M -143,429 -10%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$54.2M +$16.1M +380,888 +48%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$51.6M +$8.29M +196,240 +21%
BG
22
BlackRock Group
United Kingdom
$51.3M +$687K +16,259 +1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$49.6M -$313K -7,416 -0.7%
CS
24
Credit Suisse
Switzerland
$42.8M +$15.8M +373,657 +67%
Millennium Management
25
Millennium Management
New York
$42.1M -$4.22K -100 -0%

DRI Hedge Fund Activity: Q3 2014 in Review

444 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q3 2014, worth a combined $5.85B — up 9.9% from $5.32B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of DRI and 39 opened new positions — a net loss of 16 holders — while 170 trimmed existing stakes and 156 added.

The largest buyer was Starboard Value, adding an estimated $162M. The largest seller was Capital International Investors, cutting an estimated $103M.

  • 444 institutional investors held Darden Restaurants (DRI) as of Q3 2014, down from 464 in Q2 2014.
  • Funds reported $5.85B of Darden Restaurants stock for Q3 2014, up 9.9% quarter-over-quarter.
  • 39 funds opened new Darden Restaurants positions in Q3 2014 and 55 closed out, a net change of -16 holders.
  • The largest Darden Restaurants buyer in Q3 2014 was Starboard Value, an estimated $162M added.
  • The largest Darden Restaurants seller in Q3 2014 was Capital International Investors, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2014.