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76 hedge funds and large institutions have $303M invested in Dole in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more capital invested

Capital invested by funds: $185M → $303M (+$119M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.25% more ownership

Funds ownership: 26.93%33.18% (+6.2%)

5% more call options, than puts

Call options by funds: $729K | Put options by funds: $692K

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

13% less funds holding

Funds holding: 8776 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
26
Reduced
29
Closed
21
Calls
$729K
Puts
$692K
Net Calls
+$37K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Prelude Capital Management
New York
$238K +$14.2K +1,561 +7%
State Street
52
State Street
Massachusetts
$232K +$71K +7,800 +49%
Jane Street
53
Jane Street
New York
$224K +$211K +23,204 New
TI
54
Trexquant Investment
Connecticut
$215K -$266K -29,232 -57%
DTL
55
Dynamic Technology Lab
Singapore
$209K -$563K -61,801 -74%
Simplex Trading
56
Simplex Trading
Illinois
$181K +$26.1K +2,867 +18%
QT
57
Quantbot Technologies
New York
$178K -$97.9K -10,755 -37%
SI
58
Stephens Inc
Arkansas
$176K -$22.6K -2,483 -12%
GAM
59
Gotham Asset Management
New York
$160K +$151K +16,545 New
FRM
60
Fox Run Management
Connecticut
$142K +$5.47K +601 +4%
YIH
61
Y-Intercept (HK)
Hong Kong
$139K +$131K +14,399 New
QC
62
Quadrature Capital
United Kingdom
$126K -$20.1K -2,205 -14%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$125K -$139K -15,281 -54%
FTDI
64
First Trust Direct Indexing
Massachusetts
$102K -$24.4K -2,681 -20%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$97K +$637 +70 +0.7%
Lazard Asset Management
66
Lazard Asset Management
New York
$82K +$50.6K +5,559 +188%
TRCT
67
Tower Research Capital (TRC)
New York
$42K -$14.5K -1,592 -27%
TFGT
68
TS Financial Group (TSFG)
Illinois
$41K
HSA
69
HBK Sorce Advisory
Pennsylvania
$41K +$182K +20,000 +100%
Group One Trading
70
Group One Trading
Illinois
$28.4K -$110K -12,104 -80%
Bank of America
71
Bank of America
North Carolina
$22K
Zurich Cantonal Bank
72
Zurich Cantonal Bank
Switzerland
$14.5K
Nomura Asset Management
73
Nomura Asset Management
Japan
$11.6K
Citigroup
74
Citigroup
New York
$3.9K
MCC
75
Money Concepts Capital
Florida
$2.9K +$2.73K +300 New

DOLE Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2022, worth a combined $303M — up 64% from $185M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of DOLE and 10 opened new positions — a net loss of 11 holders — while 29 trimmed existing stakes and 26 added.

The largest buyer was Rubric Capital Management (New York), adding an estimated $11.4M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $6.04M sold.

  • 76 institutional investors held Dole (DOLE) as of Q4 2022, down from 87 in Q3 2022.
  • Funds reported $303M of Dole stock for Q4 2022, up 64% quarter-over-quarter.
  • 10 funds opened new Dole positions in Q4 2022 and 21 closed out, a net change of -11 holders.
  • The largest Dole buyer in Q4 2022 was Rubric Capital Management (New York), an estimated $11.4M added.
  • The largest Dole seller in Q4 2022 was Mackenzie Financial, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2022.