Dingdong
DDL
39 hedge funds and large institutions have $241M invested in Dingdong in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
44% more funds holding
Funds holding: 27 → 39 (+12)
22% more capital invested
Capital invested by funds: $197M → $241M (+$44.2M)
0.38% more ownership
Funds ownership: 18.46% → 18.85% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$16.8M |
| 2 |
GGH
GCM Grosvenor Holdings
Chicago,
Illinois
|
+$6.07M |
| 3 |
KL
KIM LLC
Wichita,
Kansas
|
+$3.64M |
| 4 |
PIM
Platinum Investment Management
Sydney Australia 2000,
Australia
|
+$2.92M |
| 5 |
BlackRock
New York
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Coatue Management
New York
|
-$25M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$1.52M |
| 3 |
Citigroup
New York
|
-$1.14M |
| 4 |
JP Morgan Chase
New York
|
-$1.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$80K |
DDL Hedge Fund Activity: Q4 2022 in Review
39 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Dingdong (DDL) for Q4 2022, worth a combined $241M — up 22% from $197M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DDL positions and 4 closed out — a net gain of 12 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $16.8M. The largest seller was Coatue Management, exiting entirely with an estimated $25M sold.
- 39 institutional investors held Dingdong (DDL) as of Q4 2022, up from 27 in Q3 2022.
- Funds reported $241M of Dingdong stock for Q4 2022, up 22% quarter-over-quarter.
- 16 funds opened new Dingdong positions in Q4 2022 and 4 closed out, a net change of +12 holders.
- The largest Dingdong buyer in Q4 2022 was Goldman Sachs, an estimated $16.8M added.
- The largest Dingdong seller in Q4 2022 was Coatue Management, an estimated $25M sold.
Based on aggregated 13F filings for Q4 2022.