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Darden Restaurants

545 hedge funds and large institutions have $7.45B invested in Darden Restaurants in 2015 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 194 increasing their positions, 194 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $162M | Put options by funds: $96M

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

4% more funds holding

Funds holding: 526545 (+19)

0% more capital invested

Capital invested by funds: $7.42B → $7.45B (+$24.9M)

0% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 194

3.09% less ownership

Funds ownership: 96.57%93.48% (-3.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
545
Holders Change
+19
Holders Change %
+3.61%
% of All Funds
14.69%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.22%
New
65
Increased
194
Reduced
194
Closed
39
Calls
$162M
Puts
$96M
Net Calls
+$66.2M
Net Calls Change
-$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Starboard Value
New York
$827M
Vanguard Group
2
Vanguard Group
Pennsylvania
$730M +$54.4M +920,125 +9%
State Street
3
State Street
Massachusetts
$371M -$20.4M -344,821 -6%
Invesco
4
Invesco
Georgia
$344M +$51.9M +876,602 +19%
BFA
5
BlackRock Fund Advisors
California
$334M -$1.27M -21,479 -0.4%
Ameriprise
6
Ameriprise
Minnesota
$282M +$130M +2,196,590 +98%
BIT
7
BlackRock Institutional Trust
California
$248M +$9.43M +159,401 +4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$189M +$3.21M +54,181 +2%
Northern Trust
9
Northern Trust
Illinois
$157M -$1.98M -33,395 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$154M -$366M -6,186,116 -72%
WCM
11
Wedge Capital Management
North Carolina
$143M +$11.9M +200,996 +10%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$111M +$5.49M +92,750 +6%
Morgan Stanley
13
Morgan Stanley
New York
$109M +$4.01M +67,822 +4%
JP Morgan Chase
14
JP Morgan Chase
New York
$95.4M +$34.6M +584,775 +64%
Norges Bank
15
Norges Bank
Norway
$84.5M
BG
16
BlackRock Group
United Kingdom
$82.2M -$4.12M -69,648 -5%
AL
17
AJO LP
Pennsylvania
$79.1M +$62.3M +1,052,299 +545%
EARNEST Partners
18
EARNEST Partners
Georgia
$78.7M -$3.43M -58,023 -4%
AQR Capital Management
19
AQR Capital Management
Connecticut
$78.4M +$73M +1,233,952 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$72M +$1.54M +26,018 +2%
Bank of America
21
Bank of America
North Carolina
$70.9M -$27.7M -468,553 -30%
Wells Fargo
22
Wells Fargo
California
$64M +$8.2M +138,627 +16%
Deutsche Bank
23
Deutsche Bank
Germany
$59.4M -$562K -9,495 -1%
ACM
24
Argent Capital Management
Missouri
$58.5M -$278K -4,702 -0.5%
Prudential Financial
25
Prudential Financial
New Jersey
$57.8M +$13.2M +222,452 +32%

DRI Hedge Fund Activity: Q2 2015 in Review

545 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q2 2015, worth a combined $7.45B — up 0.34% from $7.42B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new DRI positions and 39 closed out — a net gain of 26 holders — while 194 added to existing stakes and 194 trimmed.

The largest buyer was Ameriprise, adding an estimated $130M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $379M sold.

  • 545 institutional investors held Darden Restaurants (DRI) as of Q2 2015, up from 526 in Q1 2015.
  • Funds reported $7.45B of Darden Restaurants stock for Q2 2015, up 0.34% quarter-over-quarter.
  • 65 funds opened new Darden Restaurants positions in Q2 2015 and 39 closed out, a net change of +26 holders.
  • The largest Darden Restaurants buyer in Q2 2015 was Ameriprise, an estimated $130M added.
  • The largest Darden Restaurants seller in Q2 2015 was Capital Research Global Investors, an estimated $379M sold.

Based on aggregated 13F filings for Q2 2015.