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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
SOW
76
State of Wyoming
Wyoming
$31.4K +$29.9K +2,672 New
Zurich Cantonal Bank
77
Zurich Cantonal Bank
Switzerland
$17.7K
TRCT
78
Tower Research Capital (TRC)
New York
$9K -$39.9K -3,565 -82%
Citigroup
79
Citigroup
New York
$4.74K
Osaic Holdings
80
Osaic Holdings
Arizona
$783 +$11 +1 +2%
GC
81
GMT Capital
Georgia
-$15.9M -1,649,892 Closed
TC
82
Tejara Capital
United Kingdom
-$1.45M -150,440 Closed
GCM
83
Graham Capital Management
Connecticut
-$835K -86,481 Closed
CSS
84
Cubist Systematic Strategies
Connecticut
-$729K -75,527 Closed
HF
85
HRT Financial
New York
-$566K -58,681 Closed
HSA
86
HBK Sorce Advisory
Pennsylvania
-$41K -40,000 Closed
Jane Street
87
Jane Street
New York
-$224K -23,204 Closed
TI
88
Trexquant Investment
Connecticut
-$215K -22,317 Closed
Simplex Trading
89
Simplex Trading
Illinois
-$210K -18,762 Closed
FRM
90
Fox Run Management
Connecticut
-$142K -14,694 Closed
YIH
91
Y-Intercept (HK)
Hong Kong
-$139K -14,399 Closed
QC
92
Quadrature Capital
United Kingdom
-$126K -13,056 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$145K -12,997 Closed
FTDI
94
First Trust Direct Indexing
Massachusetts
-$102K -10,524 Closed
Group One Trading
95
Group One Trading
Illinois
-$32.9K -2,942 Closed
Nomura Asset Management
96
Nomura Asset Management
Japan
-$11.6K -1,200 Closed
MCC
97
Money Concepts Capital
Florida
-$2.9K -300 Closed
CG
98
Cutler Group
California
+$313 +28 New

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.