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Dole
DOLE

109 hedge funds and large institutions have $524M invested in Dole in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,790% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $419K

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $382M → $524M (+$142M)

36% more funds holding

Funds holding: 80 → 109 (+29)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

6.57% more ownership

Funds ownership: 34.25% → 40.82% (+6.6%)

Holders
109
Holders Change
+29
Holders Change %
+36.25%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
44
Increased
33
Reduced
19
Closed
14
Calls
$28.9M
Puts
$419K
Net Calls
+$28.4M
Net Calls Change
+$14.4M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$44.6M
2
State Street
State Street
Massachusetts
+$11M
3
Invesco
Invesco
Georgia
+$9.34M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.86M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.21M

Top Sellers

Rank Fund Capital Flow
1
RCMNY
Rubric Capital Management (New York)
New York
-$14.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.8M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$8.05M
4
HAM
Harber Asset Management
North Carolina
-$5.67M
5
BCM
BlueCrest Capital Management
Jersey
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$3.33M +$3.15M +245,957 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.98M +$2.83M +220,657 New
N
28
Nuveen
North Carolina
$2.53M +$2.4M +186,830 New
Two Sigma Investments
29
Two Sigma Investments
New York
$2.5M +$2.37M +184,782 New
VLKIM
30
Van Lanschot Kempen Investment Management
Netherlands
$2.41M – – –
IEFM
31
IQ EQ Fund Management
Ireland
$2.39M -$240K -18,693 -10%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$2.38M +$2.27M +176,784 New
Citadel Advisors
33
Citadel Advisors
Florida
$2.32M +$1.78M +139,198 +427%
PCM
34
Prelude Capital Management
New York
$2.29M +$1.65M +128,757 +319%
SEI Investments
35
SEI Investments
Pennsylvania
$2.2M +$28.8K +2,243 +1%
Goldman Sachs
36
Goldman Sachs
New York
$1.91M +$1.12M +87,283 +162%
LSC
37
Lesa Sroufe & Co
Washington
$1.9M -$11.7K -909 -0.6%
UBS Group
38
UBS Group
Switzerland
$1.9M -$181K -14,104 -9%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$1.85M +$954K +74,427 +119%
Wells Fargo
40
Wells Fargo
California
$1.84M +$491K +38,319 +39%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$1.8M – – –
Russell Investments Group
42
Russell Investments Group
United Kingdom
$1.8M +$10.4K +810 +0.6%
B
43
Bellecapital
Switzerland
$1.54M – – –
Man Group
44
Man Group
United Kingdom
$1.48M +$1.41M +109,724 New
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$1.3M +$1.24M +96,484 New
2C
46
272 Capital
Texas
$1.16M – – –
JF
47
Jump Financial
Illinois
$1.15M +$496K +38,713 +84%
PFM
48
Privium Fund Management
Netherlands
$1.02M – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$996K +$945K +73,680 New
SSA
50
Schonfeld Strategic Advisors
New York
$967K +$786K +61,300 +601%
1
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DOLE Hedge Fund Activity: Q2 2023 in Review

109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q2 2023, worth a combined $524M — up 37% from $382M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DOLE positions and 14 closed out — a net gain of 30 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $44.6M. The largest seller was Rubric Capital Management (New York), cutting an estimated $14.2M.

  • 109 institutional investors held Dole (DOLE) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $524M of Dole stock for Q2 2023, up 37% quarter-over-quarter.
  • 44 funds opened new Dole positions in Q2 2023 and 14 closed out, a net change of +30 holders.
  • The largest Dole buyer in Q2 2023 was BlackRock, an estimated $44.6M added.
  • The largest Dole seller in Q2 2023 was Rubric Capital Management (New York), an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.