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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
FCAG
101
First Capital Advisors Group
New Jersey
$24.1K +$22.9K +1,783 New
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$20.4K
TRCT
103
Tower Research Capital (TRC)
New York
$14.8K +$3.87K +302 +38%
Nisa Investment Advisors
104
Nisa Investment Advisors
Missouri
$14.7K +$13.9K +1,084 New
QL
105
Quarry LP
New York
$3.54K +$3.36K +262 New
TFA
106
Toth Financial Advisory
Virginia
$3.04K +$2.88K +225 New
WP
107
WealthPLAN Partners
Nebraska
$2.27K +$2.15K +168 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$2.08K -$12.8M -1,002,048 -100%
Osaic Holdings
109
Osaic Holdings
Arizona
$907
BCM
110
BlueCrest Capital Management
Jersey
-$3.91M -333,093 Closed
PCM
111
Penn Capital Management
Pennsylvania
-$1.71M -145,656 Closed
SIGI
112
Susquehanna International Group (Ireland)
Ireland
-$1.12M -95,098 Closed
DC
113
Diametric Capital
Massachusetts
-$832K -70,884 Closed
Balyasny Asset Management
114
Balyasny Asset Management
Illinois
-$789K -67,202 Closed
FIA
115
FNY Investment Advisers
New York
-$667K -56,829 Closed
MFS
116
Mirabella Financial Services
United Kingdom
-$503K -42,844 Closed
TC
117
TwinBeech Capital
New York
-$408K -34,731 Closed
Millennium Management
118
Millennium Management
New York
-$399K -34,000 Closed
Marshall Wace
119
Marshall Wace
United Kingdom
-$269K -22,953 Closed
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
-$228K -19,186 Closed
OR
121
Olympiad Research
Connecticut
-$201K -17,140 Closed
DTL
122
Dynamic Technology Lab
Singapore
-$172K -14,691 Closed

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.