Dingdong
DDL
27 hedge funds and large institutions have $197M invested in Dingdong in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 8 closing their positions.
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
4% more funds holding
Funds holding: 26 → 27 (+1)
0.95% more ownership
Funds ownership: 17.51% → 18.46% (+0.95%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
32% less capital invested
Capital invested by funds: $290M → $197M (-$93.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$19.9M |
| 2 |
CUAMC
China Universal Asset Management Company
Shanghai,
China
|
+$1.04M |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.03M |
| 4 |
JP Morgan Chase
New York
|
+$396K |
| 5 |
BlackRock
New York
|
+$322K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFM Asia
Road Town, Tortola,
British Virgin Islands
|
-$5.91M |
| 2 |
AMH
Aspex Management (HK)
Central,
Hong Kong
|
-$4.22M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$422K |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$414K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BNP Paribas Financial Markets
Paris,
France
| $1.34K | +$1.78K | +377 | New |
|
|
WA
27
WFM Asia
Road Town, Tortola,
British Virgin Islands
| – | -$5.91M | -1,069,233 | Closed |
|
|
AMH
28
Aspex Management (HK)
Central,
Hong Kong
| – | -$4.22M | -763,120 | Closed |
|
|
SSA
29
Schonfeld Strategic Advisors
New York
| – | -$422K | -76,400 | Closed |
|
|
TI
30
Tidal Investments
Milwaukee,
Wisconsin
| – | -$189K | -34,135 | Closed |
|
31
Squarepoint
New York
| – | -$129K | -23,322 | Closed |
|
|
QC
32
Quadrature Capital
London,
United Kingdom
| – | -$85K | -15,467 | Closed |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$6K | -1,088 | Closed |
|
|
PHK
34
Point72 Hong Kong
Hong Kong
| – | -$3K | -613 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | +$71 | +15 | New |
|
DDL Hedge Fund Activity: Q3 2022 in Review
27 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dingdong (DDL) for Q3 2022, worth a combined $197M — down 32% from $290M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DDL positions and 8 closed out — a net gain of 1 holder — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Platinum Investment Management, adding an estimated $19.9M. The largest seller was WFM Asia, exiting entirely with an estimated $5.91M sold.
- 27 institutional investors held Dingdong (DDL) as of Q3 2022, up from 26 in Q2 2022.
- Funds reported $197M of Dingdong stock for Q3 2022, down 32% quarter-over-quarter.
- 9 funds opened new Dingdong positions in Q3 2022 and 8 closed out, a net change of +1 holder.
- The largest Dingdong buyer in Q3 2022 was Platinum Investment Management, an estimated $19.9M added.
- The largest Dingdong seller in Q3 2022 was WFM Asia, an estimated $5.91M sold.
Based on aggregated 13F filings for Q3 2022.