Dole
DOLE
113 hedge funds and large institutions have $466M invested in Dole in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 23 closing their positions.
268% more call options, than puts
Call options by funds: $2.47M | Put options by funds: $672K
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
4% more funds holding
Funds holding: 109 → 113 (+4)
1.16% more ownership
Funds ownership: 40.82% → 41.97% (+1.2%)
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
11% less capital invested
Capital invested by funds: $524M → $466M (-$58.1M)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$9.4M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$4.14M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$4.02M |
| 4 |
SGA
Strategic Global Advisors
Newport Beach,
California
|
+$3.94M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$3.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$11.2M |
| 2 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$7.22M |
| 3 |
RCM
Redwood Capital Management
New York
|
-$3.52M |
| 4 |
D.E. Shaw & Co
New York
|
-$3.33M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$2.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
126
NewEdge Advisors
New Orleans,
Louisiana
| – | -$281K | -20,748 | Closed |
|
|
GCM
127
Graham Capital Management
Rowayton,
Connecticut
| – | -$237K | -17,537 | Closed |
|
128
Jane Street
New York
| – | -$223K | -16,525 | Closed |
|
|
CSS
129
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$222K | -16,415 | Closed |
|
|
RJA
130
Raymond James & Associates
St Petersburg,
Florida
| – | -$155K | -11,472 | Closed |
|
|
SOW
131
State of Wyoming
Cheyenne,
Wyoming
| – | -$152K | -11,239 | Closed |
|
132
Verition Fund Management
Greenwich,
Connecticut
| – | -$141K | -10,465 | Closed |
|
|
ACM
133
Aquatic Capital Management
Chicago,
Illinois
| – | -$39K | -2,900 | Closed |
|
|
QL
134
Quarry LP
New York
| – | -$3.54K | -262 | Closed |
|
|
TFA
135
Toth Financial Advisory
Leesburg,
Virginia
| – | -$3.04K | -225 | Closed |
|
|
WP
136
WealthPLAN Partners
Omaha,
Nebraska
| – | -$2.27K | -168 | Closed |
|
DOLE Hedge Fund Activity: Q3 2023 in Review
113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q3 2023, worth a combined $466M — down 11% from $524M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DOLE positions and 23 closed out — a net gain of 5 holders — while 37 added to existing stakes and 34 trimmed.
The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $9.4M. The largest seller was Impax Asset Management Group, cutting an estimated $11.2M.
- 113 institutional investors held Dole (DOLE) as of Q3 2023, up from 109 in Q2 2023.
- Funds reported $466M of Dole stock for Q3 2023, down 11% quarter-over-quarter.
- 28 funds opened new Dole positions in Q3 2023 and 23 closed out, a net change of +5 holders.
- The largest Dole buyer in Q3 2023 was Bridgeway Capital Management, an estimated $9.4M added.
- The largest Dole seller in Q3 2023 was Impax Asset Management Group, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2023.