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Darden Restaurants

549 hedge funds and large institutions have $7.68B invested in Darden Restaurants in 2016 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $119M | Put options by funds: $56.8M

43% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 54

21% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 177

3% more funds holding

Funds holding: 532549 (+17)

2.37% more ownership

Funds ownership: 90.65%93.02% (+2.4%)

19% less capital invested

Capital invested by funds: $9.52B → $7.68B (-$1.84B)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
549
Holders Change
+17
Holders Change %
+3.2%
% of All Funds
14.63%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
77
Increased
215
Reduced
177
Closed
54
Calls
$119M
Puts
$56.8M
Net Calls
+$62.3M
Net Calls Change
+$42.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$798M +$35.7M +563,617 +5%
SV
2
Starboard Value
New York
$439M -$318M -5,020,000 -43%
Invesco
3
Invesco
Georgia
$357M +$8.57M +135,396 +3%
State Street
4
State Street
Massachusetts
$347M +$2.04M +32,258 +0.6%
BFA
5
BlackRock Fund Advisors
California
$275M -$32.5M -513,003 -11%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$238M +$37.1M +585,661 +19%
AQR Capital Management
7
AQR Capital Management
Connecticut
$228M -$3.61M -57,065 -2%
BIT
8
BlackRock Institutional Trust
California
$224M +$926K +14,628 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$222M +$10.7M +168,538 +5%
ETC
10
Evercore Trust Company
New York
$195M -$1.58M -25,023 -0.8%
Goldman Sachs
11
Goldman Sachs
New York
$168M +$25.5M +402,496 +19%
Skandinaviska Enskilda Banken (SEB)
12
Skandinaviska Enskilda Banken (SEB)
Sweden
$152M +$145M +2,284,000 +19,116%
Northern Trust
13
Northern Trust
Illinois
$139M +$3.96M +62,619 +3%
Deutsche Bank
14
Deutsche Bank
Germany
$122M +$18.5M +291,821 +19%
JP Morgan Chase
15
JP Morgan Chase
New York
$119M +$18.5M +292,221 +20%
Norges Bank
16
Norges Bank
Norway
$99.8M +$2.14M +33,762 +2%
Charles Schwab
17
Charles Schwab
California
$98.2M -$6.36M -100,578 -6%
American Century Companies
18
American Century Companies
Missouri
$90.2M +$1.42M +22,394 +2%
Wells Fargo
19
Wells Fargo
California
$88.4M +$3.59M +56,731 +4%
Bank of America
20
Bank of America
North Carolina
$85.2M +$7.84M +123,844 +11%
BG
21
BlackRock Group
United Kingdom
$81.8M +$3.86M +60,947 +5%
Morgan Stanley
22
Morgan Stanley
New York
$77.4M -$17.3M -273,928 -19%
APG Asset Management
23
APG Asset Management
Netherlands
$69.9M +$33M +522,021 +98%
JHIU
24
Janus Henderson Investors US
Colorado
$64.9M -$27.4M -432,853 -31%
Axa
25
Axa
France
$59.5M +$2.45M +38,750 +5%

DRI Hedge Fund Activity: Q1 2016 in Review

549 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q1 2016, worth a combined $7.68B — down 19% from $9.52B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new DRI positions and 54 closed out — a net gain of 23 holders — while 215 added to existing stakes and 177 trimmed.

The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $145M. The largest seller was Starboard Value, cutting an estimated $318M.

  • 549 institutional investors held Darden Restaurants (DRI) as of Q1 2016, up from 532 in Q4 2015.
  • Funds reported $7.68B of Darden Restaurants stock for Q1 2016, down 19% quarter-over-quarter.
  • 77 funds opened new Darden Restaurants positions in Q1 2016 and 54 closed out, a net change of +23 holders.
  • The largest Darden Restaurants buyer in Q1 2016 was Skandinaviska Enskilda Banken (SEB), an estimated $145M added.
  • The largest Darden Restaurants seller in Q1 2016 was Starboard Value, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2016.