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182 hedge funds and large institutions have $908M invested in Dole in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

54% more capital invested

Capital invested by funds: $591M → $908M (+$316M)

19% more funds holding

Funds holding: 153182 (+29)

17% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 53

7.82% more ownership

Funds ownership: 50.9%58.72% (+7.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

84% less call options, than puts

Call options by funds: $774K | Put options by funds: $4.93M

Holders
182
Holders Change
+29
Holders Change %
+18.95%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
62
Reduced
53
Closed
18
Calls
$774K
Puts
$4.93M
Net Calls
-$4.16M
Net Calls Change
-$9.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$1.22M +$336K +22,519 +43%
Citigroup
77
Citigroup
New York
$1.21M +$788K +52,754 +246%
AllianceBernstein
78
AllianceBernstein
Tennessee
$1.2M
JF
79
Jump Financial
Illinois
$1.16M +$1.07M +71,492 New
Balyasny Asset Management
80
Balyasny Asset Management
Illinois
$1.12M +$370K +24,759 +57%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$1.07M +$518K +34,700 +112%
Federated Hermes
82
Federated Hermes
Pennsylvania
$1.05M +$959K +64,171 New
SIM
83
SummerHaven Investment Management
Connecticut
$1M +$35.1K +2,347 +4%
QT
84
Quantbot Technologies
New York
$921K +$404K +27,025 +92%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$913K -$730K -48,886 -47%
Verition Fund Management
86
Verition Fund Management
Connecticut
$878K +$562K +37,593 +230%
GCP
87
GSA Capital Partners
United Kingdom
$878K +$492K +32,936 +157%
LSV Asset Management
88
LSV Asset Management
Illinois
$836K +$766K +51,300 New
SG Americas Securities
89
SG Americas Securities
New York
$790K +$271K +18,137 +60%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$746K +$33.9K +2,266 +5%
MIM
91
MetLife Investment Management
New Jersey
$708K
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$698K +$142K +9,534 +29%
Mirae Asset Global ETFs Holdings
93
Mirae Asset Global ETFs Holdings
Hong Kong
$672K +$81.8K +5,477 +15%
CF
94
Corebridge Financial
Texas
$654K -$3.71K -248 -0.6%
Deutsche Bank
95
Deutsche Bank
Germany
$640K +$137K +9,202 +31%
ET
96
Entropy Technologies
New York
$634K +$581K +38,912 New
AQR Capital Management
97
AQR Capital Management
Connecticut
$587K +$83.2K +5,572 +18%
SA
98
Sanctuary Advisors
Indiana
$577K +$28.6K +1,915 +5%
ACH
99
ArrowMark Colorado Holdings
Colorado
$563K
CAMG
100
CWA Asset Management Group
Florida
$555K +$509K +34,077 New

DOLE Hedge Fund Activity: Q3 2024 in Review

182 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q3 2024, worth a combined $908M — up 54% from $591M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DOLE positions and 18 closed out — a net gain of 29 holders — while 62 added to existing stakes and 53 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $41.8M. The largest seller was Pale Fire Capital SE, cutting an estimated $24.6M.

  • 182 institutional investors held Dole (DOLE) as of Q3 2024, up from 153 in Q2 2024.
  • Funds reported $908M of Dole stock for Q3 2024, up 54% quarter-over-quarter.
  • 47 funds opened new Dole positions in Q3 2024 and 18 closed out, a net change of +29 holders.
  • The largest Dole buyer in Q3 2024 was River Road Asset Management, an estimated $41.8M added.
  • The largest Dole seller in Q3 2024 was Pale Fire Capital SE, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.