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DDL

Dingdong
DDL

40 hedge funds and large institutions have $84.5M invested in Dingdong in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 19.07% → 19.4% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

5% less funds holding

Funds holding: 42 → 40 (-2)

24% less capital invested

Capital invested by funds: $111M → $84.5M (-$27M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.58%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
6
Increased
9
Reduced
9
Closed
8
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$27K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$890K
2
Marshall Wace
Marshall Wace
United Kingdom
+$376K
3
PIM
Platinum Investment Management
Australia
+$317K
4
JP Morgan Chase
JP Morgan Chase
New York
+$228K
5
Renaissance Technologies
Renaissance Technologies
New York
+$153K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$204K
2
PCM
Penserra Capital Management
California
-$136K
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$124K
4
Jane Street
Jane Street
New York
-$63.7K
5
UBS Group
UBS Group
Switzerland
-$44.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTEF
1
Capital Today Evergreen Fund
Cayman Islands
$17.8M – – –
GP
2
Galileo PTC
British Virgin Islands
$17.6M – – –
PIM
3
Platinum Investment Management
Australia
$14M +$317K +166,736 +2%
HH
4
HSG Holding
Hong Kong
$13.9M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.25M +$111K +58,600 +1%
Goldman Sachs
6
Goldman Sachs
New York
$3.68M -$2.99K -1,572 -0.1%
SoftBank Group
7
SoftBank Group
Japan
$1.57M – – –
Morgan Stanley
8
Morgan Stanley
New York
$1.44M +$890K +468,829 +96%
KL
9
KIM LLC
Kansas
$1.39M – – –
BlackRock
10
BlackRock
New York
$1.21M +$93.3K +49,098 +6%
Barclays
11
Barclays
United Kingdom
$833K – – –
State Street
12
State Street
Massachusetts
$832K +$85.8K +45,195 +9%
Renaissance Technologies
13
Renaissance Technologies
New York
$478K +$153K +80,400 +34%
JP Morgan Chase
14
JP Morgan Chase
New York
$413K +$228K +120,058 +77%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$343K – – –
Nomura Holdings
16
Nomura Holdings
Japan
$314K – – –
Marshall Wace
17
Marshall Wace
United Kingdom
$297K +$376K +198,071 New
Invesco
18
Invesco
Georgia
$178K -$25.3K -13,309 -10%
Tiger Global Management
19
Tiger Global Management
New York
$178K – – –
N
20
Nuveen
North Carolina
$109K – – –
Northern Trust
21
Northern Trust
Illinois
$109K +$112K +59,038 +435%
SPS
22
Susquehanna Portfolio Strategies
Pennsylvania
$96.6K +$122K +64,405 New
Millennium Management
23
Millennium Management
New York
$90.1K +$114K +60,063 New
CUAMC
24
China Universal Asset Management Company
China
$80.3K – – –
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$73.5K -$124K -65,321 -57%
1
2

DDL Hedge Fund Activity: Q4 2023 in Review

40 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dingdong (DDL) for Q4 2023, worth a combined $84.5M — down 24% from $111M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DDL and 6 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $890K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $204K sold.

  • 40 institutional investors held Dingdong (DDL) as of Q4 2023, down from 42 in Q3 2023.
  • Funds reported $84.5M of Dingdong stock for Q4 2023, down 24% quarter-over-quarter.
  • 6 funds opened new Dingdong positions in Q4 2023 and 8 closed out, a net change of -2 holders.
  • The largest Dingdong buyer in Q4 2023 was Morgan Stanley, an estimated $890K added.
  • The largest Dingdong seller in Q4 2023 was Susquehanna International Group, an estimated $204K sold.

Based on aggregated 13F filings for Q4 2023.