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80 hedge funds and large institutions have $382M invested in Dole in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,139% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $655K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

26% more capital invested

Capital invested by funds: $303M → $382M (+$78.4M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

5% more funds holding

Funds holding: 7680 (+4)

1.07% more ownership

Funds ownership: 33.18%34.25% (+1.1%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
21
Increased
19
Reduced
27
Closed
17
Calls
$14.7M
Puts
$655K
Net Calls
+$14M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
51
Prelude Capital Management
New York
$474K +$176K +15,763 +64%
TC
52
TwinBeech Capital
New York
$408K +$388K +34,731 New
ACH
53
ArrowMark Colorado Holdings
Colorado
$406K -$654K -58,455 -63%
Millennium Management
54
Millennium Management
New York
$399K -$4.03M -360,647 -91%
Man Group
55
Man Group
United Kingdom
$384K
Citadel Advisors
56
Citadel Advisors
Florida
$383K -$2.09M -187,287 -85%
State Street
57
State Street
Massachusetts
$342K +$57K +5,100 +21%
Barclays
58
Barclays
United Kingdom
$300K
Marshall Wace
59
Marshall Wace
United Kingdom
$269K +$257K +22,953 New
GAM
60
Gotham Asset Management
New York
$265K +$67.6K +6,042 +37%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$228K -$835K -74,624 -80%
CCA
62
Covey Capital Advisors
Georgia
$224K +$213K +19,046 New
SI
63
Stephens Inc
Arkansas
$215K +$358 +32 +0.2%
PCM
64
Penserra Capital Management
California
$204K -$240K -21,460 -55%
OR
65
Olympiad Research
Connecticut
$201K +$192K +17,140 New
QT
66
Quantbot Technologies
New York
$193K -$22.9K -2,050 -11%
DTL
67
Dynamic Technology Lab
Singapore
$172K -$77.7K -6,949 -32%
GCP
68
GSA Capital Partners
United Kingdom
$146K +$139K +12,446 New
RJA
69
Raymond James & Associates
Florida
$133K +$126K +11,307 New
Verition Fund Management
70
Verition Fund Management
Connecticut
$128K +$122K +10,900 New
SSA
71
Schonfeld Strategic Advisors
New York
$120K -$1.08M -96,400 -90%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$118K
Lazard Asset Management
73
Lazard Asset Management
New York
$99K
AIP
74
Ahrens Investment Partners
Louisiana
$50.8K -$246K -22,018 -84%
TFGT
75
TS Financial Group (TSFG)
Illinois
$49K

DOLE Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q1 2023, worth a combined $382M — up 26% from $303M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DOLE positions and 17 closed out — a net gain of 4 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Medina Value Partners, opening a new position worth an estimated $15M. The largest seller was GMT Capital, exiting entirely with an estimated $15.9M sold.

  • 80 institutional investors held Dole (DOLE) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $382M of Dole stock for Q1 2023, up 26% quarter-over-quarter.
  • 21 funds opened new Dole positions in Q1 2023 and 17 closed out, a net change of +4 holders.
  • The largest Dole buyer in Q1 2023 was Medina Value Partners, an estimated $15M added.
  • The largest Dole seller in Q1 2023 was GMT Capital, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2023.