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109 hedge funds and large institutions have $524M invested in Dole in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,790% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $419K

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $382M → $524M (+$142M)

36% more funds holding

Funds holding: 80109 (+29)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6.57% more ownership

Funds ownership: 34.25%40.82% (+6.6%)

Holders
109
Holders Change
+29
Holders Change %
+36.25%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
44
Increased
33
Reduced
19
Closed
14
Calls
$28.9M
Puts
$419K
Net Calls
+$28.4M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$925K +$877K +68,395 New
BL
52
BFSG LLC
California
$896K -$1.05K -82 -0.1%
JP Morgan Chase
53
JP Morgan Chase
New York
$750K -$147K -11,478 -17%
Amundi
54
Amundi
France
$747K
SO
55
STRS Ohio
Ohio
$689K +$654K +51,000 New
GCP
56
GSA Capital Partners
United Kingdom
$667K +$473K +36,915 +297%
QT
57
Quantbot Technologies
New York
$648K +$404K +31,524 +192%
PP
58
PDT Partners
New York
$644K -$90 -7 -0%
BFM
59
Boothbay Fund Management
New York
$641K +$9.15K +714 +2%
RWA
60
Redhawk Wealth Advisors
Minnesota
$637K +$604K +47,132 New
Boston Partners
61
Boston Partners
Massachusetts
$602K +$1.09K +85 +0.2%
Voloridge Investment Management
62
Voloridge Investment Management
Florida
$539K +$511K +39,866 New
MIM
63
MetLife Investment Management
New Jersey
$516K +$489K +38,168 New
HSBC Holdings
64
HSBC Holdings
United Kingdom
$487K -$488K -38,101 -52%
ACH
65
ArrowMark Colorado Holdings
Colorado
$467K
AIG
66
American International Group
New York
$466K +$442K +34,444 New
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$447K +$424K +33,071 New
GAM
68
Gotham Asset Management
New York
$440K +$128K +9,952 +44%
Barclays
69
Barclays
United Kingdom
$439K +$88.6K +6,912 +27%
Deutsche Bank
70
Deutsche Bank
Germany
$410K +$388K +30,302 New
VOYA Investment Management
71
VOYA Investment Management
Georgia
$384K +$364K +28,410 New
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$384K +$364K +28,400 New
RC
73
RBF Capital
California
$374K -$372K -29,000 -51%
Truist Financial
74
Truist Financial
North Carolina
$369K +$349K +27,260 New
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$359K +$340K +26,534 New

DOLE Hedge Fund Activity: Q2 2023 in Review

109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q2 2023, worth a combined $524M — up 37% from $382M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DOLE positions and 14 closed out — a net gain of 30 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $44.6M. The largest seller was Rubric Capital Management (New York), cutting an estimated $14.2M.

  • 109 institutional investors held Dole (DOLE) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $524M of Dole stock for Q2 2023, up 37% quarter-over-quarter.
  • 44 funds opened new Dole positions in Q2 2023 and 14 closed out, a net change of +30 holders.
  • The largest Dole buyer in Q2 2023 was BlackRock, an estimated $44.6M added.
  • The largest Dole seller in Q2 2023 was Rubric Capital Management (New York), an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.