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187 hedge funds and large institutions have $739M invested in Dole in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $686K | Put options by funds: $264K

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

3% more funds holding

Funds holding: 182187 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.23% less ownership

Funds ownership: 58.72%57.48% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

19% less capital invested

Capital invested by funds: $908M → $739M (-$169M)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
62
Reduced
69
Closed
25
Calls
$686K
Puts
$264K
Net Calls
+$422K
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
101
Verition Fund Management
Connecticut
$430K -$341K -22,195 -41%
OF
102
Optimize Financial
California
$404K +$458K +29,862 New
EWM
103
Empirical Wealth Management
Washington
$399K +$81.9K +5,335 +22%
WW
104
Waterfront Wealth
Kansas
$386K +$438K +28,531 New
SO
105
STRS Ohio
Ohio
$379K -$27.6K -1,800 -6%
SOW
106
State of Wyoming
Wyoming
$371K +$359K +23,403 +581%
SBH
107
Segall Bryant & Hamill
Illinois
$364K +$412K +26,851 New
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$360K -$4.33K -282 -1%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$344K +$390K +25,377 New
SCM
110
Sterling Capital Management
North Carolina
$330K +$32.8K +2,138 +10%
SCP
111
Seizert Capital Partners
Michigan
$322K +$72.2K +4,705 +25%
XT
112
XTX Topco
Cayman Islands
$320K +$363K +23,629 New
GAM
113
Gotham Asset Management
New York
$303K +$94.7K +6,166 +38%
FM
114
Foster & Motley
Ohio
$303K +$31.6K +2,059 +10%
BCI
115
Brinker Capital Investments
Pennsylvania
$287K +$18.5K +1,208 +6%
OPS
116
Orion Portfolio Solutions
Nebraska
$287K +$18.5K +1,208 +6%
ProShare Advisors
117
ProShare Advisors
Maryland
$286K +$107K +6,954 +49%
RC
118
RBF Capital
California
$277K
US Bancorp
119
US Bancorp
Minnesota
$277K +$53.6K +3,493 +21%
CIC
120
Cornercap Investment Counsel
Georgia
$277K
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$275K
CC
122
Centiva Capital
New York
$274K +$311K +20,259 New
AG
123
Algert Global
California
$271K +$5.53K +360 +2%
JF
124
Jump Financial
Illinois
$263K -$799K -52,046 -73%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$260K -$3.88K -253 -1%

DOLE Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2024, worth a combined $739M — down 19% from $908M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DOLE positions and 25 closed out — a net gain of 7 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $15.5M. The largest seller was Morgan Stanley, cutting an estimated $15.5M.

  • 187 institutional investors held Dole (DOLE) as of Q4 2024, up from 182 in Q3 2024.
  • Funds reported $739M of Dole stock for Q4 2024, down 19% quarter-over-quarter.
  • 32 funds opened new Dole positions in Q4 2024 and 25 closed out, a net change of +7 holders.
  • The largest Dole buyer in Q4 2024 was River Road Asset Management, an estimated $15.5M added.
  • The largest Dole seller in Q4 2024 was Morgan Stanley, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2024.