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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
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
-$6.04M -828,016 Closed
Capital Research Global Investors
77
Capital Research Global Investors
California
-$4.75M -650,000 Closed
PCM
78
Pentwater Capital Management
Florida
-$2.56M -350,000 Closed
Marshall Wace
79
Marshall Wace
United Kingdom
-$1.5M -205,080 Closed
KBC Group
80
KBC Group
Belgium
-$1.24M -169,285 Closed
Norges Bank
81
Norges Bank
Norway
-$1.17M -160,506 Closed
Arrowstreet Capital
82
Arrowstreet Capital
Massachusetts
-$868K -118,908 Closed
IAS
83
IMA Advisory Services
Colorado
-$66K -65,000 Closed
IAN
84
Integrated Advisors Network
Texas
-$51K -50,000 Closed
CF
85
Cantor Fitzgerald
New York
-$192K -26,285 Closed
CCM
86
Corsair Capital Management
New York
-$182K -24,978 Closed
LW
87
Linscomb Wealth
Texas
-$20K -20,000 Closed
SOW
88
State of Wyoming
Wyoming
-$99K -13,560 Closed
CMF
89
Counterpoint Mutual Funds
California
-$92K -12,546 Closed
Wolverine Trading
90
Wolverine Trading
Illinois
-$74K -10,090 Closed
BJL
91
Brighton Jones LLC
Washington
-$10K -10,000 Closed
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
-$73K -10,000 Closed
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
-$69.9K -9,579 Closed
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
-$7K -911 Closed
DFCM
95
Dark Forest Capital Management
Puerto Rico
-$5K -748 Closed
Osaic Holdings
96
Osaic Holdings
Arizona
-$4.55K -500 -88%
CG
97
Cutler Group
California
-$911 -100 Closed

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.