Dole
DOLE
88 hedge funds and large institutions have $186M invested in Dole in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
10% more funds holding
Funds holding: 80 → 88 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
4% less call options, than puts
Call options by funds: $1.46M | Put options by funds: $1.52M
3.7% less ownership
Funds ownership: 30.63% → 26.94% (-3.7%)
25% less capital invested
Capital invested by funds: $246M → $186M (-$60.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$28.9M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.46M |
| 3 |
SCM
Shah Capital Management
Raleigh,
North Carolina
|
+$3.43M |
| 4 |
HAM
Harber Asset Management
Asheville,
North Carolina
|
+$2.56M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$51M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.57M |
| 3 |
HP
Harvey Partners
Tarrytown,
New York
|
-$8.13M |
| 4 |
PCM
Pentwater Capital Management
Naples,
Florida
|
-$3.11M |
| 5 |
GC
GMT Capital
Atlanta,
Georgia
|
-$2.04M |
DOLE Hedge Fund Activity: Q3 2022 in Review
88 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q3 2022, worth a combined $186M — down 25% from $246M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DOLE positions and 10 closed out — a net gain of 11 holders — while 25 added to existing stakes and 25 trimmed.
The largest buyer was Rubric Capital Management (New York), opening a new position worth an estimated $28.9M. The largest seller was Capital Research Global Investors, cutting an estimated $51M.
- 88 institutional investors held Dole (DOLE) as of Q3 2022, up from 80 in Q2 2022.
- Funds reported $186M of Dole stock for Q3 2022, down 25% quarter-over-quarter.
- 21 funds opened new Dole positions in Q3 2022 and 10 closed out, a net change of +11 holders.
- The largest Dole buyer in Q3 2022 was Rubric Capital Management (New York), an estimated $28.9M added.
- The largest Dole seller in Q3 2022 was Capital Research Global Investors, an estimated $51M sold.
Based on aggregated 13F filings for Q3 2022.