Dingdong
DDL
26 hedge funds and large institutions have $290M invested in Dingdong in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 8 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
35% more capital invested
Capital invested by funds: $215M → $290M (+$74.9M)
13% more funds holding
Funds holding: 23 → 26 (+3)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
2.75% less ownership
Funds ownership: 20.26% → 17.51% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$8.43M |
| 2 |
Barclays
London,
United Kingdom
|
+$5.04M |
| 3 |
Morgan Stanley
New York
|
+$4.69M |
| 4 |
JP Morgan Chase
New York
|
+$3.88M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Tiger Global Management
New York
|
-$59.3M |
| 2 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
-$6.17M |
| 3 |
MAG
Mass Ave Global
New York
|
-$656K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$356K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PHK
26
Point72 Hong Kong
Hong Kong
| $3K | +$3.02K | +613 | New |
|
|
MAG
27
Mass Ave Global
New York
| – | -$656K | -184,720 | Closed |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$356K | -100,343 | Closed |
|
|
29
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$106K | -29,846 | Closed |
|
|
VIA
30
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$82K | -23,200 | Closed |
|
|
TSS
31
Two Sigma Securities
New York
| – | -$71K | -19,882 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$45K | -12,657 | Closed |
|
33
Marshall Wace
London,
United Kingdom
| – | -$42K | -11,813 | Closed |
|
|
SOW
34
State of Wyoming
Cheyenne,
Wyoming
| – | -$2K | -431 | Closed |
|
DDL Hedge Fund Activity: Q2 2022 in Review
26 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Dingdong (DDL) for Q2 2022, worth a combined $290M — up 35% from $215M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DDL positions and 8 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Platinum Investment Management, adding an estimated $8.43M. The largest seller was Tiger Global Management, cutting an estimated $59.3M.
- 26 institutional investors held Dingdong (DDL) as of Q2 2022, up from 23 in Q1 2022.
- Funds reported $290M of Dingdong stock for Q2 2022, up 35% quarter-over-quarter.
- 11 funds opened new Dingdong positions in Q2 2022 and 8 closed out, a net change of +3 holders.
- The largest Dingdong buyer in Q2 2022 was Platinum Investment Management, an estimated $8.43M added.
- The largest Dingdong seller in Q2 2022 was Tiger Global Management, an estimated $59.3M sold.
Based on aggregated 13F filings for Q2 2022.