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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
AAM
176
Advisors Asset Management
Colorado
$1.4K +$1.28K +86 New
PMAM
177
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.06K +71 New
FFA
178
Frazier Financial Advisors
Ohio
$929 -$6.07K -406 -88%
GWM
179
Geneos Wealth Management
Colorado
$570 +$523 +35 New
ACM
180
Anfield Capital Management
California
$65
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$33 +$30 +2 New
HNB
182
Huntington National Bank
Ohio
$16
HIP
183
HPS Investment Partners
New York
-$6.6M -538,889 Closed
PCM
184
Penn Capital Management
Pennsylvania
-$1.52M -124,500 Closed
CM
185
Capula Management
Cayman Islands
-$818K -66,827 Closed
SGI
186
Summit Global Investments
Utah
-$538K -43,978 Closed
TCM
187
TAM Capital Management
Connecticut
-$439K -35,852 Closed
TCWM
188
Total Clarity Wealth Management
Illinois
-$422K -34,510 Closed
LOAME
189
Lombard Odier Asset Management (Europe)
United Kingdom
-$399K -32,597 Closed
PFMU
190
Privium Fund Management (UK)
United Kingdom
-$355K -28,808 Closed
Truist Financial
191
Truist Financial
North Carolina
-$269K -21,975 Closed
Natixis Advisors
192
Natixis Advisors
Massachusetts
-$246K -20,078 Closed
CMF
193
Counterpoint Mutual Funds
California
-$224K -18,267 Closed
HSBC Holdings
194
HSBC Holdings
United Kingdom
-$163K -13,346 Closed
BFM
195
Boothbay Fund Management
New York
-$148K -12,072 Closed
XT
196
XTX Topco
Cayman Islands
-$130K -10,644 Closed
Group One Trading
197
Group One Trading
Illinois
-$114K -7,648 Closed
NC
198
nVerses Capital
Florida
-$26.9K -2,200 Closed
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
-$18.4K -1,506 Closed
CIAS
200
CBIZ Investment Advisory Services
Ohio
-$322 -26 Closed

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.