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182 hedge funds and large institutions have $908M invested in Dole in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

54% more capital invested

Capital invested by funds: $591M → $908M (+$316M)

19% more funds holding

Funds holding: 153182 (+29)

17% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 53

7.82% more ownership

Funds ownership: 50.9%58.72% (+7.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

84% less call options, than puts

Call options by funds: $774K | Put options by funds: $4.93M

Holders
182
Holders Change
+29
Holders Change %
+18.95%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
62
Reduced
53
Closed
18
Calls
$774K
Puts
$4.93M
Net Calls
-$4.16M
Net Calls Change
-$9.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$68K +$18.2K +1,221 +41%
SOW
152
State of Wyoming
Wyoming
$65.6K +$60.1K +4,025 New
Point72 Asset Management
153
Point72 Asset Management
Connecticut
$64.7K -$302K -20,197 -84%
QL
154
Quarry LP
New York
$56.2K -$58.8K -3,937 -53%
VFA
155
Virtus Fund Advisers
Connecticut
$47.9K +$43.9K +2,938 New
Fidelity Investments
156
Fidelity Investments
Massachusetts
$39K +$6.14K +411 +21%
AB
157
Amalgamated Bank
New York
$39K
LIS
158
Legacy Investment Solutions
Idaho
$27.9K +$27.8K +1,860 New
LWMI
159
Legacy Wealth Management (Idaho)
Idaho
$27.9K +$27.8K +1,860 New
Osaic Holdings
160
Osaic Holdings
Arizona
$23.2K -$2.94K -197 -12%
ACM
161
Aster Capital Management
United Arab Emirates
$12.3K +$11.3K +757 New
BIA
162
Bell Investment Advisors
California
$12.3K -$3.14K -210 -22%
1IA
163
1620 Investment Advisors
Massachusetts
$10.3K
GI
164
GAMMA Investing
California
$8.52K +$5.87K +393 +302%
CPA
165
Capital Performance Advisors
California
$4.92K +$4.51K +302 New
FHA
166
First Horizon Advisors
Tennessee
$4.41K +$1.33K +89 +49%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$4.33K
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$4.14K +$1.76K +118 +87%
W
169
WealthCollab
Washington
$3.65K
C
170
Covestor
United Kingdom
$3K +$822 +55 +39%
AAP
171
Arax Advisory Partners
Colorado
$2.8K
NA
172
NewEdge Advisors
Louisiana
$2.65K
CAM
173
Creekmur Asset Management
Illinois
$2.25K
PS
174
Principal Securities
Iowa
$2.05K -$896 -60 -32%
Jones Financial Companies
175
Jones Financial Companies
Missouri
$1.53K +$224 +15 +20%

DOLE Hedge Fund Activity: Q3 2024 in Review

182 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q3 2024, worth a combined $908M — up 54% from $591M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DOLE positions and 18 closed out — a net gain of 29 holders — while 62 added to existing stakes and 53 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $41.8M. The largest seller was Pale Fire Capital SE, cutting an estimated $24.6M.

  • 182 institutional investors held Dole (DOLE) as of Q3 2024, up from 153 in Q2 2024.
  • Funds reported $908M of Dole stock for Q3 2024, up 54% quarter-over-quarter.
  • 47 funds opened new Dole positions in Q3 2024 and 18 closed out, a net change of +29 holders.
  • The largest Dole buyer in Q3 2024 was River Road Asset Management, an estimated $41.8M added.
  • The largest Dole seller in Q3 2024 was Pale Fire Capital SE, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.