Dole
DOLE
77 hedge funds and large institutions have $461M invested in Dole in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 13 closing their positions.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
61% more call options, than puts
Call options by funds: $3.68M | Put options by funds: $2.28M
18% more funds holding
Funds holding: 65 → 77 (+12)
1.83% more ownership
Funds ownership: 35.32% → 37.16% (+1.8%)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
17% less capital invested
Capital invested by funds: $558M → $461M (-$97M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$21.8M |
| 2 |
GC
GMT Capital
Atlanta,
Georgia
|
+$17.8M |
| 3 |
LFDLE
La Financiere de L'Echiquier
Paris,
France
|
+$8.56M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
+$6.99M |
| 5 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
+$3.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$13.5M |
| 2 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$9.78M |
| 3 |
BGC
Blue Grotto Capital
Atlanta,
Georgia
|
-$8.04M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.66M |
| 5 |
Millennium Management
New York
|
-$4.04M |
DOLE Hedge Fund Activity: Q4 2021 in Review
77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2021, worth a combined $461M — down 17% from $558M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DOLE positions and 13 closed out — a net gain of 13 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was Mackenzie Financial, opening a new position worth an estimated $21.8M. The largest seller was BlackRock, cutting an estimated $13.5M.
- 77 institutional investors held Dole (DOLE) as of Q4 2021, up from 65 in Q3 2021.
- Funds reported $461M of Dole stock for Q4 2021, down 17% quarter-over-quarter.
- 26 funds opened new Dole positions in Q4 2021 and 13 closed out, a net change of +13 holders.
- The largest Dole buyer in Q4 2021 was Mackenzie Financial, an estimated $21.8M added.
- The largest Dole seller in Q4 2021 was BlackRock, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2021.