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Darden Restaurants

532 hedge funds and large institutions have $9.52B invested in Darden Restaurants in 2015 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 108 increasing their positions, 354 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $103M | Put options by funds: $83.3M

2% more capital invested

Capital invested by funds: $9.36B → $9.52B (+$166M)

9% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 75

3% less funds holding

Funds holding: 548532 (-16)

8.03% less ownership

Funds ownership: 98.67%90.65% (-8%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

69% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 354

Holders
532
Holders Change
-16
Holders Change %
-2.92%
% of All Funds
13.96%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
68
Increased
108
Reduced
354
Closed
75
Calls
$103M
Puts
$83.3M
Net Calls
+$19.7M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.15B
SV
2
Starboard Value
New York
$740M -$80.2M -1,380,997 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$730M -$42.3M -727,656 -6%
Invesco
4
Invesco
Georgia
$334M -$2.28M -39,170 -0.7%
State Street
5
State Street
Massachusetts
$331M -$23.5M -404,166 -7%
BFA
6
BlackRock Fund Advisors
California
$296M -$22.4M -385,935 -8%
AQR Capital Management
7
AQR Capital Management
Connecticut
$222M +$47.2M +812,678 +30%
BIT
8
BlackRock Institutional Trust
California
$214M -$22.8M -392,797 -10%
Ameriprise
9
Ameriprise
Minnesota
$202M -$60.4M -1,039,842 -25%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$191M -$42.4M -730,385 -20%
ETC
11
Evercore Trust Company
New York
$189M -$25.5M -438,556 -13%
Goldman Sachs
12
Goldman Sachs
New York
$136M +$29.8M +512,712 +32%
Northern Trust
13
Northern Trust
Illinois
$129M -$22.8M -392,475 -16%
Charles Schwab
14
Charles Schwab
California
$101M +$16.8M +289,248 +22%
Deutsche Bank
15
Deutsche Bank
Germany
$98.9M +$3.46M +59,548 +4%
JP Morgan Chase
16
JP Morgan Chase
New York
$95.3M -$7.91M -136,211 -8%
Norges Bank
17
Norges Bank
Norway
$93.6M -$10.6M -182,913 -11%
Morgan Stanley
18
Morgan Stanley
New York
$91.7M -$40.4M -695,362 -33%
JHIU
19
Janus Henderson Investors US
Colorado
$89.8M +$16.3M +281,410 +25%
American Century Companies
20
American Century Companies
Missouri
$85.1M -$7.28M -125,312 -9%
Wells Fargo
21
Wells Fargo
California
$81.3M -$394K -6,774 -0.5%
BG
22
BlackRock Group
United Kingdom
$74.6M -$7.96M -137,069 -10%
Bank of America
23
Bank of America
North Carolina
$73.9M -$6.02M -103,574 -8%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$63.4M -$17M -293,210 -23%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$59.9M -$4.81M -82,789 -8%

DRI Hedge Fund Activity: Q4 2015 in Review

532 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q4 2015, worth a combined $9.52B — up 1.8% from $9.36B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of DRI and 68 opened new positions — a net loss of 7 holders — while 354 trimmed existing stakes and 108 added.

The largest buyer was AQR Capital Management, adding an estimated $47.2M. The largest seller was Starboard Value, cutting an estimated $80.2M.

  • 532 institutional investors held Darden Restaurants (DRI) as of Q4 2015, down from 548 in Q3 2015.
  • Funds reported $9.52B of Darden Restaurants stock for Q4 2015, up 1.8% quarter-over-quarter.
  • 68 funds opened new Darden Restaurants positions in Q4 2015 and 75 closed out, a net change of -7 holders.
  • The largest Darden Restaurants buyer in Q4 2015 was AQR Capital Management, an estimated $47.2M added.
  • The largest Darden Restaurants seller in Q4 2015 was Starboard Value, an estimated $80.2M sold.

Based on aggregated 13F filings for Q4 2015.