Dole
DOLE
149 hedge funds and large institutions have $657M invested in Dole in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 11 closing their positions.
6,141% more call options, than puts
Call options by funds: $5.8M | Put options by funds: $93K
327% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 11
41% more capital invested
Capital invested by funds: $466M → $657M (+$191M)
38% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 37
32% more funds holding
Funds holding: 113 → 149 (+36)
13.7% more ownership
Funds ownership: 41.97% → 55.68% (+14%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$23.7M |
| 2 |
JP Morgan Chase
New York
|
+$12.7M |
| 3 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$9.11M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$8.07M |
| 5 |
Man Group
London,
United Kingdom
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$8.99M |
| 2 |
HAM
Harber Asset Management
Asheville,
North Carolina
|
-$5.84M |
| 3 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$4.62M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$3.72M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AFCM
151
Alta Fox Capital Management
Fort Worth,
Texas
| – | -$4.62M | -399,249 | Closed |
|
|
ER
152
EVR Research
Richmond,
Virginia
| – | -$2.38M | -205,931 | Closed |
|
|
VLKIM
153
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| – | -$2.07M | -178,600 | Closed |
|
|
PFM
154
Privium Fund Management
Amsterdam,
Netherlands
| – | -$869K | -75,000 | Closed |
|
|
PCM
155
Penn Capital Management
Philadelphia,
Pennsylvania
| – | -$770K | -66,462 | Closed |
|
156
SG Americas Securities
New York
| – | -$220K | -18,996 | Closed |
|
|
AIM
157
Aigen Investment Management
New York
| – | -$162K | -14,002 | Closed |
|
158
LPL Financial
San Diego,
California
| – | -$161K | -13,872 | Closed |
|
159
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$3.95K | -341 | Closed |
|
160
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -50 | Closed |
|
DOLE Hedge Fund Activity: Q4 2023 in Review
149 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2023, worth a combined $657M — up 41% from $466M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DOLE positions and 11 closed out — a net gain of 36 holders — while 51 added to existing stakes and 37 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $23.7M. The largest seller was Western Standard LLC, exiting entirely with an estimated $8.99M sold.
- 149 institutional investors held Dole (DOLE) as of Q4 2023, up from 113 in Q3 2023.
- Funds reported $657M of Dole stock for Q4 2023, up 41% quarter-over-quarter.
- 47 funds opened new Dole positions in Q4 2023 and 11 closed out, a net change of +36 holders.
- The largest Dole buyer in Q4 2023 was Morgan Stanley, an estimated $23.7M added.
- The largest Dole seller in Q4 2023 was Western Standard LLC, an estimated $8.99M sold.
Based on aggregated 13F filings for Q4 2023.