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Darden Restaurants

560 hedge funds and large institutions have $9.05B invested in Darden Restaurants in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 192 increasing their positions, 215 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.96% more ownership

Funds ownership: 90.68%91.64% (+0.96%)

4% less funds holding

Funds holding: 583560 (-23)

11% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 215

11% less capital invested

Capital invested by funds: $10.2B → $9.05B (-$1.14B)

15% less call options, than puts

Call options by funds: $81.8M | Put options by funds: $96.3M

21% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 70

83% less funds holding in top 10

Funds holding in top 10: 61 (-5)

Holders
560
Holders Change
-23
Holders Change %
-3.95%
% of All Funds
13.96%
Holding in Top 10
1
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-83.33%
% of All Funds
0.02%
New
55
Increased
192
Reduced
215
Closed
70
Calls
$81.8M
Puts
$96.3M
Net Calls
-$14.5M
Net Calls Change
+$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.01B -$123M -1,462,052 -10%
BlackRock
2
BlackRock
New York
$941M +$14M +165,916 +1%
AIG
3
American International Group
New York
$487M -$1.29M -15,300 -0.2%
State Street
4
State Street
Massachusetts
$460M +$30M +355,769 +6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$289M -$104M -1,234,145 -25%
Wells Fargo
6
Wells Fargo
California
$261M +$6.13M +72,824 +2%
Ameriprise
7
Ameriprise
Minnesota
$236M -$59.7M -708,815 -19%
AQR Capital Management
8
AQR Capital Management
Connecticut
$228M +$20.7M +245,252 +9%
Invesco
9
Invesco
Georgia
$220M -$32.3M -383,732 -12%
ETC
10
Evercore Trust Company
New York
$216M -$102K -1,211 -0%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$197M +$68M +807,710 +48%
APG Asset Management
12
APG Asset Management
Netherlands
$186M +$50.9M +604,364 +34%
Northern Trust
13
Northern Trust
Illinois
$172M +$4.21M +49,931 +2%
Goldman Sachs
14
Goldman Sachs
New York
$163M +$4.54M +53,928 +3%
HMP
15
HS Management Partners
New York
$157M +$168M +1,993,450 New
Skandinaviska Enskilda Banken (SEB)
16
Skandinaviska Enskilda Banken (SEB)
Sweden
$134M -$16.9M -200,800 -11%
Norges Bank
17
Norges Bank
Norway
$131M -$11.8M -139,897 -8%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$124M +$70.6M +838,341 +114%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$115M -$12.7M -150,819 -9%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$104M +$3.97M +47,113 +4%
American Century Companies
21
American Century Companies
Missouri
$103M -$44.7M -530,764 -29%
Charles Schwab
22
Charles Schwab
California
$83.7M +$3.68M +43,734 +4%
Bank of America
23
Bank of America
North Carolina
$81.3M +$23.9M +283,910 +38%
Morgan Stanley
24
Morgan Stanley
New York
$80.5M +$21.3M +252,814 +33%
JP Morgan Chase
25
JP Morgan Chase
New York
$68.2M +$35.6M +423,153 +96%

DRI Hedge Fund Activity: Q3 2017 in Review

560 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q3 2017, worth a combined $9.05B — down 11% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of DRI and 55 opened new positions — a net loss of 15 holders — while 215 trimmed existing stakes and 192 added.

The largest buyer was HS Management Partners, opening a new position worth an estimated $168M. The largest seller was Vanguard Group, cutting an estimated $123M.

  • 560 institutional investors held Darden Restaurants (DRI) as of Q3 2017, down from 583 in Q2 2017.
  • Funds reported $9.05B of Darden Restaurants stock for Q3 2017, down 11% quarter-over-quarter.
  • 55 funds opened new Darden Restaurants positions in Q3 2017 and 70 closed out, a net change of -15 holders.
  • The largest Darden Restaurants buyer in Q3 2017 was HS Management Partners, an estimated $168M added.
  • The largest Darden Restaurants seller in Q3 2017 was Vanguard Group, an estimated $123M sold.

Based on aggregated 13F filings for Q3 2017.