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80 hedge funds and large institutions have $382M invested in Dole in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,139% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $655K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

26% more capital invested

Capital invested by funds: $303M → $382M (+$78.4M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

5% more funds holding

Funds holding: 7680 (+4)

1.07% more ownership

Funds ownership: 33.18%34.25% (+1.1%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
21
Increased
19
Reduced
27
Closed
17
Calls
$14.7M
Puts
$655K
Net Calls
+$14M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Penn Capital Management
Pennsylvania
$1.71M +$1.63M +145,656 New
LSC
27
Lesa Sroufe & Co
Washington
$1.66M +$45.6K +4,073 +3%
DekaBank Deutsche Girozentrale
28
DekaBank Deutsche Girozentrale
Germany
$1.56M
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.55M -$120K -10,763 -8%
B
30
Bellecapital
Switzerland
$1.34M
Wells Fargo
31
Wells Fargo
California
$1.15M +$493K +44,096 +82%
SIGI
32
Susquehanna International Group (Ireland)
Ireland
$1.12M -$122K -10,895 -10%
2C
33
272 Capital
Texas
$1.01M +$964K +86,165 New
PFM
34
Privium Fund Management
Netherlands
$881K +$839K +75,000 New
HSBC Holdings
35
HSBC Holdings
United Kingdom
$869K -$112K -10,000 -12%
DC
36
Diametric Capital
Massachusetts
$832K +$345K +30,813 +77%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$789K +$425K +38,012 +130%
JP Morgan Chase
38
JP Morgan Chase
New York
$786K -$51.5K -4,609 -6%
BL
39
BFSG LLC
California
$779K +$45K +4,024 +6%
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$737K +$300K +26,846 +75%
FIA
41
FNY Investment Advisers
New York
$667K +$636K +56,829 New
RC
42
RBF Capital
California
$664K +$298K +26,652 +89%
Amundi
43
Amundi
France
$657K
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$634K +$604K +54,028 New
Goldman Sachs
45
Goldman Sachs
New York
$632K +$602K +53,794 New
PP
46
PDT Partners
New York
$559K -$749 -67 -0.1%
BFM
47
Boothbay Fund Management
New York
$548K +$522K +46,718 New
JF
48
Jump Financial
Illinois
$542K -$61.7K -5,513 -11%
Boston Partners
49
Boston Partners
Massachusetts
$522K -$73.5K -6,569 -13%
MFS
50
Mirabella Financial Services
United Kingdom
$503K +$479K +42,844 New

DOLE Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q1 2023, worth a combined $382M — up 26% from $303M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DOLE positions and 17 closed out — a net gain of 4 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Medina Value Partners, opening a new position worth an estimated $15M. The largest seller was GMT Capital, exiting entirely with an estimated $15.9M sold.

  • 80 institutional investors held Dole (DOLE) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $382M of Dole stock for Q1 2023, up 26% quarter-over-quarter.
  • 21 funds opened new Dole positions in Q1 2023 and 17 closed out, a net change of +4 holders.
  • The largest Dole buyer in Q1 2023 was Medina Value Partners, an estimated $15M added.
  • The largest Dole seller in Q1 2023 was GMT Capital, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2023.