Dingdong
DDL
46 hedge funds and large institutions have $223M invested in Dingdong in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
18% more funds holding
Funds holding: 39 → 46 (+7)
0.39% more ownership
Funds ownership: 18.85% → 19.24% (+0.39%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
8% less capital invested
Capital invested by funds: $241M → $223M (-$18.7M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23M |
| 2 |
SoftBank Group
Tokyo,
Japan
|
+$5.08M |
| 3 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$2.01M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$1.11M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$1.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8.83M |
| 2 |
GGH
GCM Grosvenor Holdings
Chicago,
Illinois
|
-$6.6M |
| 3 |
Barclays
London,
United Kingdom
|
-$3.87M |
| 4 |
Morgan Stanley
New York
|
-$2.12M |
| 5 |
JP Morgan Chase
New York
|
-$1.01M |
DDL Hedge Fund Activity: Q1 2023 in Review
46 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dingdong (DDL) for Q1 2023, worth a combined $223M — down 7.7% from $241M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new DDL positions and 7 closed out — a net gain of 8 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $23M. The largest seller was Goldman Sachs, cutting an estimated $8.83M.
- 46 institutional investors held Dingdong (DDL) as of Q1 2023, up from 39 in Q4 2022.
- Funds reported $223M of Dingdong stock for Q1 2023, down 7.7% quarter-over-quarter.
- 15 funds opened new Dingdong positions in Q1 2023 and 7 closed out, a net change of +8 holders.
- The largest Dingdong buyer in Q1 2023 was Vanguard Group, an estimated $23M added.
- The largest Dingdong seller in Q1 2023 was Goldman Sachs, an estimated $8.83M sold.
Based on aggregated 13F filings for Q1 2023.