Dingdong
DDL
23 hedge funds and large institutions have $215M invested in Dingdong in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 6 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
28% more funds holding
Funds holding: 18 → 23 (+5)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
12.28% more ownership
Funds ownership: 7.99% → 20.26% (+12%)
44% less capital invested
Capital invested by funds: $387M → $215M (-$171M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CTEF
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
|
+$72.8M |
| 2 |
HH
HSG Holding
Na,
Hong Kong
|
+$68.3M |
| 3 |
Tiger Global Management
New York
|
+$68M |
| 4 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$12.4M |
| 5 |
WA
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
+$3.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CoreView Capital Management
Hong Kong
|
-$2.88M |
| 2 |
Goldman Sachs
New York
|
-$1.15M |
| 3 |
Jane Street
New York
|
-$245K |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
-$244K |
| 5 |
VF
Virtu Financial
New York
|
-$191K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$245K | -15,151 | Closed |
|
|
VF
27
Virtu Financial
New York
| – | -$191K | -11,793 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$53K | -3,305 | Closed |
|
DDL Hedge Fund Activity: Q1 2022 in Review
23 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dingdong (DDL) for Q1 2022, worth a combined $215M — down 44% from $387M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DDL positions and 6 closed out — a net gain of 5 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Capital Today Evergreen Fund, opening a new position worth an estimated $72.8M. The largest seller was CoreView Capital Management, exiting entirely with an estimated $2.88M sold.
- 23 institutional investors held Dingdong (DDL) as of Q1 2022, up from 18 in Q4 2021.
- Funds reported $215M of Dingdong stock for Q1 2022, down 44% quarter-over-quarter.
- 11 funds opened new Dingdong positions in Q1 2022 and 6 closed out, a net change of +5 holders.
- The largest Dingdong buyer in Q1 2022 was Capital Today Evergreen Fund, an estimated $72.8M added.
- The largest Dingdong seller in Q1 2022 was CoreView Capital Management, an estimated $2.88M sold.
Based on aggregated 13F filings for Q1 2022.