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79 hedge funds and large institutions have $422M invested in Dole in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $7.24M | Put options by funds: $2.89M

3% more funds holding

Funds holding: 7779 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

1.21% less ownership

Funds ownership: 37.16%35.95% (-1.2%)

8% less capital invested

Capital invested by funds: $461M → $422M (-$38.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
23
Reduced
23
Closed
22
Calls
$7.24M
Puts
$2.89M
Net Calls
+$4.35M
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.95M -$21.7M -1,570,529 -91%
SEI Investments
27
SEI Investments
Pennsylvania
$1.84M +$108K +7,810 +6%
LSC
28
Lesa Sroufe & Co
Washington
$1.83M +$57.2K +4,130 +3%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.79M +$642K +46,361 +47%
SCP
30
Seizert Capital Partners
Michigan
$1.43M +$1.6M +115,585 New
SIGI
31
Susquehanna International Group (Ireland)
Ireland
$1.31M +$148K +10,704 +11%
ECP
32
Empyrean Capital Partners
California
$1.19M
Bank of America
33
Bank of America
North Carolina
$922K +$348K +25,143 +51%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$882K -$765K -55,249 -44%
Amundi
35
Amundi
France
$858K -$14 -1 -0%
APP
36
Alpha Paradigm Partners
Illinois
$822K +$918K +66,302 New
Verition Fund Management
37
Verition Fund Management
Connecticut
$756K
CSS
38
Cubist Systematic Strategies
Connecticut
$746K +$833K +60,162 New
HSBC Holdings
39
HSBC Holdings
United Kingdom
$712K -$692K -50,000 -46%
JP Morgan Chase
40
JP Morgan Chase
New York
$625K -$205K -14,820 -23%
RC
41
RBF Capital
California
$621K
BlackRock
42
BlackRock
New York
$608K -$112K -8,121 -14%
Charles Schwab
43
Charles Schwab
California
$591K +$659K +47,590 New
Tudor Investment Corp
44
Tudor Investment Corp
Connecticut
$426K +$219K +15,805 +85%
QT
45
Quantbot Technologies
New York
$413K +$451K +32,545 +4,068%
EGM
46
Engineers Gate Manager
New York
$403K +$450K +32,534 New
CCA
47
Covey Capital Advisors
Georgia
$382K -$169K -12,181 -28%
SFI
48
Susquehanna Fundamental Investments
Pennsylvania
$375K +$418K +30,207 New
State Street
49
State Street
Massachusetts
$360K -$1.4K -101 -0.3%
SI
50
Stephens Inc
Arkansas
$350K +$41.4K +2,993 +12%

DOLE Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q1 2022, worth a combined $422M — down 8.4% from $461M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DOLE positions and 22 closed out — a net gain of 2 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $58.2M. The largest seller was La Financiere de L'Echiquier, cutting an estimated $28.8M.

  • 79 institutional investors held Dole (DOLE) as of Q1 2022, up from 77 in Q4 2021.
  • Funds reported $422M of Dole stock for Q1 2022, down 8.4% quarter-over-quarter.
  • 24 funds opened new Dole positions in Q1 2022 and 22 closed out, a net change of +2 holders.
  • The largest Dole buyer in Q1 2022 was Capital Research Global Investors, an estimated $58.2M added.
  • The largest Dole seller in Q1 2022 was La Financiere de L'Echiquier, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2022.