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DDL

Dingdong

66 hedge funds and large institutions have $243M invested in Dingdong in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 8

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

35% more funds holding

Funds holding: 4966 (+17)

16% more capital invested

Capital invested by funds: $210M → $243M (+$33.3M)

4.4% more ownership

Funds ownership: 20.17%24.58% (+4.4%)

10% more call options, than puts

Call options by funds: $359K | Put options by funds: $327K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
66
Holders Change
+17
Holders Change %
+34.69%
% of All Funds
0.87%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
24
Reduced
9
Closed
8
Calls
$359K
Puts
$327K
Net Calls
+$32K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
CTEF
1
Capital Today Evergreen Fund
Cayman Islands
$39M
GP
2
Galileo PTC
British Virgin Islands
$38.4M
HH
3
HSG Holding
Hong Kong
$38.2M
PIM
4
Platinum Investment Management
Australia
$26.7M -$1.67M -432,543 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$17.9M +$165K +42,772 +0.8%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$8.67M +$5.89M +1,522,043 +135%
Goldman Sachs
7
Goldman Sachs
New York
$7.25M -$472K -122,117 -5%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.63M +$5.17M +1,336,471 +195%
Marshall Wace
9
Marshall Wace
United Kingdom
$6.31M +$4.63M +1,198,006 +165%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$5.83M +$5.49M +1,419,190 +397%
UBS Group
11
UBS Group
Switzerland
$5.07M +$5.82M +1,503,411 +3,517%
Morgan Stanley
12
Morgan Stanley
New York
$4.96M +$3.22M +831,861 +122%
SoftBank Group
13
SoftBank Group
Japan
$3.44M
Renaissance Technologies
14
Renaissance Technologies
New York
$3.34M -$1.23M -316,818 -24%
KL
15
KIM LLC
Kansas
$3.04M
Millennium Management
16
Millennium Management
New York
$2.67M +$665K +171,832 +27%
PCMH
17
Polymer Capital Management (HK)
Hong Kong
$2.59M +$3.05M +789,648 New
Walleye Capital
18
Walleye Capital
New York
$2.23M +$2.63M +679,022 New
UBS AM
19
UBS AM
Illinois
$1.96M +$2.31M +597,053 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.87M +$2.21M +571,200 New
Lazard Asset Management
21
Lazard Asset Management
New York
$1.87M +$2.2M +569,341 New
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$1.2M +$1.41M +365,000 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.2M +$1.03M +265,762 +269%
N
24
Numerai
California
$1.14M +$1.17M +302,444 +678%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.03M +$493K +127,320 +68%

DDL Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dingdong (DDL) for Q4 2024, worth a combined $243M — up 16% from $210M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DDL positions and 8 closed out — a net gain of 17 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $5.89M. The largest seller was Platinum Investment Management, cutting an estimated $1.67M.

  • 66 institutional investors held Dingdong (DDL) as of Q4 2024, up from 49 in Q3 2024.
  • Funds reported $243M of Dingdong stock for Q4 2024, up 16% quarter-over-quarter.
  • 25 funds opened new Dingdong positions in Q4 2024 and 8 closed out, a net change of +17 holders.
  • The largest Dingdong buyer in Q4 2024 was Acadian Asset Management, an estimated $5.89M added.
  • The largest Dingdong seller in Q4 2024 was Platinum Investment Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2024.