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Darden Restaurants

840 hedge funds and large institutions have $17.5B invested in Darden Restaurants in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 315 increasing their positions, 259 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 39 (+6)

62% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 66

22% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 259

16% more capital invested

Capital invested by funds: $15B → $17.5B (+$2.46B)

4.28% more ownership

Funds ownership: 89.28%93.57% (+4.3%)

3% more funds holding

Funds holding: 812840 (+28)

34% less call options, than puts

Call options by funds: $147M | Put options by funds: $222M

Holders
840
Holders Change
+28
Holders Change %
+3.45%
% of All Funds
13.39%
Holding in Top 10
9
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+200%
% of All Funds
0.14%
New
107
Increased
315
Reduced
259
Closed
66
Calls
$147M
Puts
$222M
Net Calls
-$75.1M
Net Calls Change
-$84.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.22B +$7.81M +52,813 +0.4%
Capital World Investors
2
Capital World Investors
California
$2.07B -$10.3M -69,856 -0.5%
Capital International Investors
3
Capital International Investors
California
$1.96B -$154M -1,041,671 -8%
BlackRock
4
BlackRock
New York
$1.38B +$67.4M +455,588 +5%
State Street
5
State Street
Massachusetts
$863M -$5.84M -39,502 -0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$397M +$8M +54,085 +2%
Charles Schwab
7
Charles Schwab
California
$377M +$263M +1,779,574 +274%
Victory Capital Management
8
Victory Capital Management
Texas
$344M +$98.8M +667,541 +43%
Newport Trust Company
9
Newport Trust Company
District of Columbia
$325M -$5.4M -36,476 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$306M -$15.6M -105,174 -5%
RJA
11
Raymond James & Associates
Florida
$262M +$20M +134,935 +9%
Bank of America
12
Bank of America
North Carolina
$255M +$27.9M +188,538 +13%
Morgan Stanley
13
Morgan Stanley
New York
$234M -$9.61M -64,930 -4%
Northern Trust
14
Northern Trust
Illinois
$214M -$5.17M -34,947 -2%
CAM
15
Congress Asset Management
Massachusetts
$214M +$110M +746,320 +118%
Invesco
16
Invesco
Georgia
$210M +$56.4M +380,974 +39%
EARNEST Partners
17
EARNEST Partners
Georgia
$187M +$3.65M +24,663 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$180M +$10.6M +71,462 +7%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$179M -$30.9M -209,051 -15%
JP Morgan Chase
20
JP Morgan Chase
New York
$178M +$1.29M +8,692 +0.8%
Boston Partners
21
Boston Partners
Massachusetts
$157M +$640K +4,325 +0.4%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$138M +$7.76M +52,474 +6%
Ameriprise
23
Ameriprise
Minnesota
$137M -$5.31M -35,866 -4%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$128M +$2.15M +14,542 +2%
Federated Hermes
25
Federated Hermes
Pennsylvania
$126M +$18.2M +123,212 +18%

DRI Hedge Fund Activity: Q1 2023 in Review

840 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Darden Restaurants (DRI) for Q1 2023, worth a combined $17.5B — up 16% from $15B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DRI positions and 66 closed out — a net gain of 41 holders — while 315 added to existing stakes and 259 trimmed.

The largest buyer was Charles Schwab, adding an estimated $263M. The largest seller was Capital International Investors, cutting an estimated $154M.

  • 840 institutional investors held Darden Restaurants (DRI) as of Q1 2023, up from 812 in Q4 2022.
  • Funds reported $17.5B of Darden Restaurants stock for Q1 2023, up 16% quarter-over-quarter.
  • 107 funds opened new Darden Restaurants positions in Q1 2023 and 66 closed out, a net change of +41 holders.
  • The largest Darden Restaurants buyer in Q1 2023 was Charles Schwab, an estimated $263M added.
  • The largest Darden Restaurants seller in Q1 2023 was Capital International Investors, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2023.