We are live on ! Find out more

79 hedge funds and large institutions have $422M invested in Dole in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $7.24M | Put options by funds: $2.89M

3% more funds holding

Funds holding: 7779 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

1.21% less ownership

Funds ownership: 37.16%35.95% (-1.2%)

8% less capital invested

Capital invested by funds: $461M → $422M (-$38.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
23
Reduced
23
Closed
22
Calls
$7.24M
Puts
$2.89M
Net Calls
+$4.35M
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
51
Vontobel Holding
Switzerland
$324K +$361K +26,102 New
HSA
52
HBK Sorce Advisory
Pennsylvania
$311K +$172K +12,397 +98%
VF
53
Virtu Financial
New York
$292K +$326K +23,519 New
OQS
54
Occudo Quantitative Strategies
Florida
$288K -$1.08M -77,944 -77%
HF
55
HRT Financial
New York
$253K +$283K +20,429 New
Boston Partners
56
Boston Partners
Massachusetts
$240K +$8.24K +595 +3%
DC
57
Diametric Capital
Massachusetts
$237K +$265K +19,150 New
SG Americas Securities
58
SG Americas Securities
New York
$236K +$264K +19,037 New
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$223K +$249K +17,985 New
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$217K +$242K +17,472 New
SSA
61
Schonfeld Strategic Advisors
New York
$215K +$241K +17,400 New
TI
62
Trexquant Investment
Connecticut
$205K +$228K +16,501 New
CG
63
Cutler Group
California
$182K -$73.4K -5,303 -27%
PI
64
PEAK6 Investments
Illinois
$181K -$291K -21,044 -59%
PCM
65
Prelude Capital Management
New York
$163K +$182K +13,163 New
Squarepoint
66
Squarepoint
New York
$159K -$6.05M -437,200 -97%
Wells Fargo
67
Wells Fargo
California
$152K -$759K -54,829 -82%
PPA
68
Parametric Portfolio Associates
Washington
$141K
Citigroup
69
Citigroup
New York
$94K +$41.6K +3,004 +65%
BCV
70
Banque Cantonale Vaudoise
Switzerland
$44K +$14.6K +1,053 +43%
TRCT
71
Tower Research Capital (TRC)
New York
$31K +$30K +2,165 +579%
SOW
72
State of Wyoming
Wyoming
$30K -$15.4K -1,115 -32%
CMF
73
Counterpoint Mutual Funds
California
$17K +$18.5K +1,335 New
Nomura Asset Management
74
Nomura Asset Management
Japan
$14.9K +$16.6K +1,200 New
RE
75
RBC Europe
United Kingdom
$14K +$15.8K +1,143 New

DOLE Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q1 2022, worth a combined $422M — down 8.4% from $461M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DOLE positions and 22 closed out — a net gain of 2 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $58.2M. The largest seller was La Financiere de L'Echiquier, cutting an estimated $28.8M.

  • 79 institutional investors held Dole (DOLE) as of Q1 2022, up from 77 in Q4 2021.
  • Funds reported $422M of Dole stock for Q1 2022, down 8.4% quarter-over-quarter.
  • 24 funds opened new Dole positions in Q1 2022 and 22 closed out, a net change of +2 holders.
  • The largest Dole buyer in Q1 2022 was Capital Research Global Investors, an estimated $58.2M added.
  • The largest Dole seller in Q1 2022 was La Financiere de L'Echiquier, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2022.