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187 hedge funds and large institutions have $739M invested in Dole in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $686K | Put options by funds: $264K

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

3% more funds holding

Funds holding: 182187 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.23% less ownership

Funds ownership: 58.72%57.48% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

19% less capital invested

Capital invested by funds: $908M → $739M (-$169M)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
62
Reduced
69
Closed
25
Calls
$686K
Puts
$264K
Net Calls
+$422K
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$6.6M +$365K +23,765 +5%
HGIM
27
High Ground Investment Management
United Kingdom
$6.57M -$729K -47,488 -9%
Northern Trust
28
Northern Trust
Illinois
$6.56M +$374K +24,345 +5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$5.55M +$117K +7,603 +2%
Goldman Sachs
30
Goldman Sachs
New York
$4.54M -$338K -22,017 -6%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$4.29M +$2.79M +181,902 +135%
UBS Group
32
UBS Group
Switzerland
$4M +$1.01M +65,796 +29%
AllianceBernstein
33
AllianceBernstein
Tennessee
$3.97M +$3.38M +219,840 +298%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$3.91M +$703K +45,771 +19%
Man Group
35
Man Group
United Kingdom
$3.84M -$1.21M -78,545 -22%
SCM
36
Shah Capital Management
North Carolina
$3.74M -$34.6K -2,256 -0.8%
SGA
37
Strategic Global Advisors
California
$3.35M +$461 +30 +0%
Citadel Advisors
38
Citadel Advisors
Florida
$3.2M -$1.33M -86,648 -27%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$3.03M -$916K -59,653 -21%
LSV Asset Management
40
LSV Asset Management
Illinois
$2.94M +$2.55M +166,000 +324%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$2.87M +$7.88K +513 +0.2%
TI
42
Trexquant Investment
Connecticut
$2.42M +$482K +31,426 +21%
MAM
43
Martingale Asset Management
Massachusetts
$2.35M +$221K +14,424 +9%
EGM
44
Engineers Gate Manager
New York
$2.31M -$27.9K -1,815 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
45
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.25M
IEFM
46
IQ EQ Fund Management
Ireland
$2.24M -$359K -23,370 -12%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$2.2M -$2.18M -141,800 -47%
ICM
48
Invenomic Capital Management
Massachusetts
$2.11M +$2.39M +155,841 New
RG
49
Renaissance Group
Kentucky
$2.05M -$123K -8,044 -5%
TG
50
TCW Group
California
$1.99M -$2.31M -150,700 -51%

DOLE Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2024, worth a combined $739M — down 19% from $908M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DOLE positions and 25 closed out — a net gain of 7 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $15.5M. The largest seller was Morgan Stanley, cutting an estimated $15.5M.

  • 187 institutional investors held Dole (DOLE) as of Q4 2024, up from 182 in Q3 2024.
  • Funds reported $739M of Dole stock for Q4 2024, down 19% quarter-over-quarter.
  • 32 funds opened new Dole positions in Q4 2024 and 25 closed out, a net change of +7 holders.
  • The largest Dole buyer in Q4 2024 was River Road Asset Management, an estimated $15.5M added.
  • The largest Dole seller in Q4 2024 was Morgan Stanley, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2024.