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76 hedge funds and large institutions have $303M invested in Dole in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more capital invested

Capital invested by funds: $185M → $303M (+$119M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.25% more ownership

Funds ownership: 26.93%33.18% (+6.2%)

5% more call options, than puts

Call options by funds: $729K | Put options by funds: $692K

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

13% less funds holding

Funds holding: 8776 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
26
Reduced
29
Closed
21
Calls
$729K
Puts
$692K
Net Calls
+$37K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
LSC
26
Lesa Sroufe & Co
Washington
$1.33M -$24.8K -2,724 -2%
DekaBank Deutsche Girozentrale
27
DekaBank Deutsche Girozentrale
Germany
$1.3M +$299K +32,862 +33%
B
28
Bellecapital
Switzerland
$1.1M
SSA
29
Schonfeld Strategic Advisors
New York
$1.03M +$218K +23,900 +29%
SIGI
30
Susquehanna International Group (Ireland)
Ireland
$1.02M
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$917K +$60.3K +6,624 +8%
ACH
32
ArrowMark Colorado Holdings
Colorado
$897K -$496K -54,500 -37%
GCM
33
Graham Capital Management
Connecticut
$835K +$788K +86,481 New
HSBC Holdings
34
HSBC Holdings
United Kingdom
$804K +$239K +26,285 +46%
CSS
35
Cubist Systematic Strategies
Connecticut
$729K +$297K +32,661 +76%
JP Morgan Chase
36
JP Morgan Chase
New York
$691K +$80.8K +8,871 +14%
BL
37
BFSG LLC
California
$601K +$567K +62,312 New
HF
38
HRT Financial
New York
$566K +$392K +43,062 +276%
Amundi
39
Amundi
France
$551K -$104K -11,446 -17%
Wells Fargo
40
Wells Fargo
California
$519K +$38.6K +4,234 +9%
JF
41
Jump Financial
Illinois
$499K -$370K -40,585 -44%
Boston Partners
42
Boston Partners
Massachusetts
$492K -$83.7K -9,195 -15%
PP
43
PDT Partners
New York
$460K -$322K -35,324 -43%
DC
44
Diametric Capital
Massachusetts
$387K -$188K -20,676 -34%
PCM
45
Penserra Capital Management
California
$374K +$43.7K +4,800 +14%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$346K -$755K -82,882 -70%
RC
47
RBF Capital
California
$290K -$182K -20,000 -40%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$282K +$81.3K +8,931 +44%
AIP
49
Ahrens Investment Partners
Louisiana
$254K +$240K +26,349 New
Barclays
50
Barclays
United Kingdom
$247K

DOLE Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2022, worth a combined $303M — up 64% from $185M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of DOLE and 10 opened new positions — a net loss of 11 holders — while 29 trimmed existing stakes and 26 added.

The largest buyer was Rubric Capital Management (New York), adding an estimated $11.4M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $6.04M sold.

  • 76 institutional investors held Dole (DOLE) as of Q4 2022, down from 87 in Q3 2022.
  • Funds reported $303M of Dole stock for Q4 2022, up 64% quarter-over-quarter.
  • 10 funds opened new Dole positions in Q4 2022 and 21 closed out, a net change of -11 holders.
  • The largest Dole buyer in Q4 2022 was Rubric Capital Management (New York), an estimated $11.4M added.
  • The largest Dole seller in Q4 2022 was Mackenzie Financial, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2022.