Dole
DOLE
79 hedge funds and large institutions have $422M invested in Dole in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 22 closing their positions.
150% more call options, than puts
Call options by funds: $7.24M | Put options by funds: $2.89M
3% more funds holding
Funds holding: 77 → 79 (+2)
9% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 22
0% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 23
1.21% less ownership
Funds ownership: 37.16% → 35.95% (-1.2%)
8% less capital invested
Capital invested by funds: $461M → $422M (-$38.6M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$58.2M |
| 2 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$12.8M |
| 3 |
HP
Harvey Partners
Tarrytown,
New York
|
+$8.63M |
| 4 |
GC
GMT Capital
Atlanta,
Georgia
|
+$6.78M |
| 5 |
Barclays
London,
United Kingdom
|
+$6.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFDLE
La Financiere de L'Echiquier
Paris,
France
|
-$28.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$21.7M |
| 3 |
Blackstone Inc
New York
|
-$8.55M |
| 4 |
CC
Centiva Capital
New York
|
-$8.4M |
| 5 |
HAM
Harber Asset Management
Asheville,
North Carolina
|
-$7.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Osaic Holdings
Scottsdale,
Arizona
| – | -$3K | -234 | Closed |
|
DOLE Hedge Fund Activity: Q1 2022 in Review
79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q1 2022, worth a combined $422M — down 8.4% from $461M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DOLE positions and 22 closed out — a net gain of 2 holders — while 23 added to existing stakes and 23 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $58.2M. The largest seller was La Financiere de L'Echiquier, cutting an estimated $28.8M.
- 79 institutional investors held Dole (DOLE) as of Q1 2022, up from 77 in Q4 2021.
- Funds reported $422M of Dole stock for Q1 2022, down 8.4% quarter-over-quarter.
- 24 funds opened new Dole positions in Q1 2022 and 22 closed out, a net change of +2 holders.
- The largest Dole buyer in Q1 2022 was Capital Research Global Investors, an estimated $58.2M added.
- The largest Dole seller in Q1 2022 was La Financiere de L'Echiquier, an estimated $28.8M sold.
Based on aggregated 13F filings for Q1 2022.