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79 hedge funds and large institutions have $422M invested in Dole in 2022 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $7.24M | Put options by funds: $2.89M

3% more funds holding

Funds holding: 7779 (+2)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

1.21% less ownership

Funds ownership: 37.16%35.95% (-1.2%)

8% less capital invested

Capital invested by funds: $461M → $422M (-$38.6M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
23
Reduced
23
Closed
22
Calls
$7.24M
Puts
$2.89M
Net Calls
+$4.35M
Net Calls Change
+$2.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M +$58.2M +4,206,200 +92%
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$44.7M +$2.35M +169,629 +5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$32.8M -$2.37M -171,000 -6%
RCM
4
Redwood Capital Management
New York
$31.7M
GC
5
GMT Capital
Georgia
$31.4M +$6.78M +489,900 +24%
PCM
6
Pentwater Capital Management
Florida
$16M +$12.8M +923,000 +252%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$14.8M -$5.01M -361,982 -23%
HAM
8
Harber Asset Management
North Carolina
$14.6M -$7.05M -508,988 -30%
HIP
9
HPS Investment Partners
New York
$12.5M +$1.09M +78,657 +8%
Ameriprise
10
Ameriprise
Minnesota
$11M +$1.61M +116,260 +15%
BDWM
11
Brewin Dolphin Wealth Management
Ireland
$10.5M -$285K -20,577 -2%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$9.01M -$2.68M -193,645 -21%
HP
13
Harvey Partners
New York
$7.72M +$8.63M +623,000 New
PCM
14
Peregrine Capital Management
Minnesota
$6.71M +$354K +25,560 +5%
Invesco
15
Invesco
Georgia
$6.51M +$4.16M +300,704 +134%
Barclays
16
Barclays
United Kingdom
$5.79M +$6.46M +466,824 New
Morgan Stanley
17
Morgan Stanley
New York
$5.54M -$777K -56,112 -11%
IEFM
18
IQ EQ Fund Management
Ireland
$4.71M -$5.63M -406,492 -52%
LFDLE
19
La Financiere de L'Echiquier
France
$4.38M -$28.8M -2,079,548 -85%
ICM
20
Invenomic Capital Management
Massachusetts
$3.92M +$1.67M +120,775 +44%
Citadel Advisors
21
Citadel Advisors
Florida
$3.67M +$1.02M +73,573 +33%
ACH
22
ArrowMark Colorado Holdings
Colorado
$2.35M
ECM
23
ExodusPoint Capital Management
New York
$2.16M +$2.41M +173,900 New
KBC Group
24
KBC Group
Belgium
$2.1M
Norges Bank
25
Norges Bank
Norway
$1.99M -$937K -67,705 -30%

DOLE Hedge Fund Activity: Q1 2022 in Review

79 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q1 2022, worth a combined $422M — down 8.4% from $461M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DOLE positions and 22 closed out — a net gain of 2 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $58.2M. The largest seller was La Financiere de L'Echiquier, cutting an estimated $28.8M.

  • 79 institutional investors held Dole (DOLE) as of Q1 2022, up from 77 in Q4 2021.
  • Funds reported $422M of Dole stock for Q1 2022, down 8.4% quarter-over-quarter.
  • 24 funds opened new Dole positions in Q1 2022 and 22 closed out, a net change of +2 holders.
  • The largest Dole buyer in Q1 2022 was Capital Research Global Investors, an estimated $58.2M added.
  • The largest Dole seller in Q1 2022 was La Financiere de L'Echiquier, an estimated $28.8M sold.

Based on aggregated 13F filings for Q1 2022.