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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
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$249K -$44.2K -2,882 -14%
AG
127
Amiral Gestion
France
$245K +$279K +18,180 New
Mariner
128
Mariner
Kansas
$230K -$12K -779 -4%
PFSRSONJ
129
Police & Firemen's Retirement System of New Jersey
New Jersey
$226K +$257K +16,727 New
BF
130
BOK Financial
Oklahoma
$222K +$25.9K +1,685 +10%
Mackenzie Financial
131
Mackenzie Financial
Ontario, Canada
$219K -$16.3K -1,063 -6%
DekaBank Deutsche Girozentrale
132
DekaBank Deutsche Girozentrale
Germany
$218K
EI
133
Ethic Inc
New York
$205K -$71.1K -4,632 -23%
RWM
134
Ritholtz Wealth Management
New York
$204K -$2.23K -145 -1%
AI
135
Atom Investors
Texas
$199K -$21.7K -1,415 -9%
Massachusetts Financial Services
136
Massachusetts Financial Services
Massachusetts
$199K +$226K +14,692 New
Prudential Financial
137
Prudential Financial
New Jersey
$195K +$203K +13,230 New
NW
138
NewEdge Wealth
Pennsylvania
$189K +$214K +13,930 New
Creative Planning
139
Creative Planning
Kansas
$187K +$212K +13,811 New
DTL
140
Dynamic Technology Lab
Singapore
$183K +$208K +13,527 New
PCM
141
Penserra Capital Management
California
$182K -$285K -18,584 -58%
SI
142
Stephens Inc
Arkansas
$174K -$81.7K -5,321 -29%
YMRC
143
Yorktown Management & Research Company
Virginia
$171K
LCM
144
Legato Capital Management
California
$161K +$182K +11,861 New
Legal & General Group
145
Legal & General Group
United Kingdom
$156K
VPIM
146
Vanguard Personalized Indexing Management
California
$149K -$37.3K -2,430 -18%
SG Americas Securities
147
SG Americas Securities
New York
$106K -$625K -40,682 -84%
AIP
148
Ameritas Investment Partners
Nebraska
$96.3K
California State Teachers Retirement System (CalSTRS)
149
California State Teachers Retirement System (CalSTRS)
California
$74.4K
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$73.1K +$78.5K +5,111 +2,020%

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.