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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$322K +$305K +23,805 New
CCA
77
Covey Capital Advisors
Georgia
$320K +$58.9K +4,597 +24%
PCM
78
Penserra Capital Management
California
$308K +$69.5K +5,420 +31%
TI
79
Trexquant Investment
Connecticut
$302K +$286K +22,333 New
Citigroup
80
Citigroup
New York
$294K +$273K +21,312 +5,275%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$285K +$270K +21,052 New
NA
82
NewEdge Advisors
Louisiana
$281K +$266K +20,748 New
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$275K +$261K +20,320 New
AIM
84
Aigen Investment Management
New York
$272K +$258K +20,102 New
GCM
85
Graham Capital Management
Connecticut
$237K +$225K +17,537 New
SI
86
Stephens Inc
Arkansas
$236K -$11.1K -864 -5%
Jane Street
87
Jane Street
New York
$223K +$212K +16,525 New
CSS
88
Cubist Systematic Strategies
Connecticut
$222K +$210K +16,415 New
LPL Financial
89
LPL Financial
California
$182K +$173K +13,490 New
RJA
90
Raymond James & Associates
Florida
$155K +$2.12K +165 +1%
SOW
91
State of Wyoming
Wyoming
$152K +$110K +8,567 +321%
Verition Fund Management
92
Verition Fund Management
Connecticut
$141K -$5.58K -435 -4%
Legal & General Group
93
Legal & General Group
United Kingdom
$138K +$130K +10,173 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$136K
AB
95
Amalgamated Bank
New York
$124K +$117K +9,165 New
Lazard Asset Management
96
Lazard Asset Management
New York
$88K -$24.8K -1,933 -23%
AIP
97
Ameritas Investment Partners
Nebraska
$79.9K +$75.8K +5,909 New
TFGT
98
TS Financial Group (TSFG)
Illinois
$57K
MLICM
99
Metropolitan Life Insurance Company (MetLife)
New York
$53.5K +$50.7K +3,955 New
ACM
100
Aquatic Capital Management
Illinois
$39K +$37.2K +2,900 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.