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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
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$68K +$13.6K +883 +21%
TFGT
152
TS Financial Group (TSFG)
Illinois
$66K
EPIME
153
Evelyn Partners Investment Management (Europe)
$58.6K +$66.4K +4,328 New
RS
154
R Squared
Hong Kong
$54.4K +$61.7K +4,020 New
VFA
155
Virtus Fund Advisers
Connecticut
$41.2K +$1.61K +105 +4%
QT
156
Quantbot Technologies
New York
$39.2K -$823K -53,630 -95%
AB
157
Amalgamated Bank
New York
$33K
Fidelity Investments
158
Fidelity Investments
Massachusetts
$32.2K -$261 -17 -0.7%
Osaic Holdings
159
Osaic Holdings
Arizona
$19.3K
TRCT
160
Tower Research Capital (TRC)
New York
$18.8K -$74.6K -4,860 -78%
SS
161
SBI Securities
Japan
$14.4K +$16.3K +1,063 New
GRP
162
Global Retirement Partners
California
$13.1K +$14.9K +969 New
BIA
163
Bell Investment Advisors
California
$8.3K -$2.19K -143 -19%
QCG
164
Quadrant Capital Group
Ohio
$7.34K +$8.32K +542 New
Lazard Asset Management
165
Lazard Asset Management
New York
$7K -$3.56M -232,039 -100%
Simplex Trading
166
Simplex Trading
Illinois
$7K +$8.83K +575 New
GI
167
GAMMA Investing
California
$5.52K -$1.77K -115 -22%
SWM
168
Spire Wealth Management
Virginia
$5.42K +$6.14K +400 New
FHA
169
First Horizon Advisors
Tennessee
$3.9K +$261 +17 +6%
EPIMS
170
Evelyn Partners Investment Management Services
$3.86K +$4.38K +285 New
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$3.11K -$338 -22 -8%
W
172
WealthCollab
Washington
$3.03K
C
173
Covestor
United Kingdom
$3K +$568 +37 +19%
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$2.88K +$3.27K +213 New
ACM
175
Aster Capital Management
United Arab Emirates
$2.71K -$8.55K -557 -74%

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.