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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
AAM
176
Advisors Asset Management
Colorado
$2.67K +$1.7K +111 +129%
AAP
177
Arax Advisory Partners
Colorado
$2.33K
NA
178
NewEdge Advisors
Louisiana
$2.21K
CAM
179
Creekmur Asset Management
Illinois
$1.87K
PS
180
Principal Securities
Iowa
$1.57K -$154 -10 -8%
PTC
181
Private Trust Company
Ohio
$1.56K +$1.77K +115 New
S
182
SignatureFD
Georgia
$1.44K +$1.63K +106 New
Jones Financial Companies
183
Jones Financial Companies
Missouri
$1.22K -$15 -1 -1%
PMAM
184
Picton Mahoney Asset Management
Ontario, Canada
$1K
LIS
185
Legacy Investment Solutions
Idaho
$136 -$28.4K -1,850 -99%
LWMI
186
Legacy Wealth Management (Idaho)
Idaho
$136 -$28.4K -1,850 -99%
IA
187
IFP Advisors
Florida
$95
HNB
188
Huntington National Bank
Ohio
$14
ECM
189
ExodusPoint Capital Management
New York
-$3.26M -200,138 Closed
Allspring Global Investments
190
Allspring Global Investments
North Carolina
-$2.93M -179,860 Closed
CSS
191
Cubist Systematic Strategies
Connecticut
-$2.34M -143,874 Closed
MG
192
Marex Group
-$1.65M -101,485 Closed
Balyasny Asset Management
193
Balyasny Asset Management
Illinois
-$1.12M -68,547 Closed
ET
194
Entropy Technologies
New York
-$634K -38,912 Closed
SA
195
Sanctuary Advisors
Indiana
-$577K -37,544 Closed
CAMG
196
CWA Asset Management Group
Florida
-$555K -34,077 Closed
CC
197
Corton Capital
Ontario, Canada
-$523K -32,135 Closed
OR
198
Olympiad Research
Connecticut
-$465K -28,524 Closed
PCM
199
Prelude Capital Management
New York
-$465K -28,524 Closed
Walleye Capital
200
Walleye Capital
New York
-$304K -18,673 Closed

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.