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76 hedge funds and large institutions have $303M invested in Dole in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more capital invested

Capital invested by funds: $185M → $303M (+$119M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.25% more ownership

Funds ownership: 26.93%33.18% (+6.2%)

5% more call options, than puts

Call options by funds: $729K | Put options by funds: $692K

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

13% less funds holding

Funds holding: 8776 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
76
Holders Change
-11
Holders Change %
-12.64%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
26
Reduced
29
Closed
21
Calls
$729K
Puts
$692K
Net Calls
+$37K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
PFCS
1
Pale Fire Capital SE
Czech Republic
$71.1M +$67.1M +7,363,052 New
RCMNY
2
Rubric Capital Management (New York)
New York
$43.4M +$11.4M +1,250,411 +38%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$42.2M +$1.62M +178,347 +4%
RCM
4
Redwood Capital Management
New York
$24.7M
GC
5
GMT Capital
Georgia
$15.9M -$1.42M -156,400 -9%
HAM
6
Harber Asset Management
North Carolina
$14.6M -$2.48M -272,744 -15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$10.6M +$59.2K +6,500 +0.6%
HIP
8
HPS Investment Partners
New York
$10M +$255K +27,998 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.24M -$808K -88,764 -11%
PCM
10
Peregrine Capital Management
Minnesota
$6.21M -$63.4K -6,967 -1%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.93M +$320K +35,168 +6%
Millennium Management
12
Millennium Management
New York
$3.81M -$465K -51,015 -11%
SCM
13
Shah Capital Management
North Carolina
$3.73M
IEFM
14
IQ EQ Fund Management
Ireland
$3.36M +$79.3K +8,712 +3%
Charles Schwab
15
Charles Schwab
California
$2.9M +$704K +77,264 +35%
Invesco
16
Invesco
Georgia
$2.5M +$56.3K +6,178 +2%
BlackRock
17
BlackRock
New York
$2.33M +$1.89M +207,386 +615%
Citadel Advisors
18
Citadel Advisors
Florida
$2.12M -$1.12M -123,008 -36%
Morgan Stanley
19
Morgan Stanley
New York
$2.08M -$1.49M -164,035 -43%
LOAME
20
Lombard Odier Asset Management (Europe)
United Kingdom
$1.78M +$1.68M +183,953 New
VLKIM
21
Van Lanschot Kempen Investment Management
Netherlands
$1.72M
SEI Investments
22
SEI Investments
Pennsylvania
$1.55M -$11.6K -1,278 -0.8%
UBS Group
23
UBS Group
Switzerland
$1.45M -$29.7K -3,266 -2%
TC
24
Tejara Capital
United Kingdom
$1.45M +$1.37M +150,440 New
Russell Investments Group
25
Russell Investments Group
United Kingdom
$1.38M -$100K -10,988 -7%

DOLE Hedge Fund Activity: Q4 2022 in Review

76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2022, worth a combined $303M — up 64% from $185M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of DOLE and 10 opened new positions — a net loss of 11 holders — while 29 trimmed existing stakes and 26 added.

The largest buyer was Rubric Capital Management (New York), adding an estimated $11.4M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $6.04M sold.

  • 76 institutional investors held Dole (DOLE) as of Q4 2022, down from 87 in Q3 2022.
  • Funds reported $303M of Dole stock for Q4 2022, up 64% quarter-over-quarter.
  • 10 funds opened new Dole positions in Q4 2022 and 21 closed out, a net change of -11 holders.
  • The largest Dole buyer in Q4 2022 was Rubric Capital Management (New York), an estimated $11.4M added.
  • The largest Dole seller in Q4 2022 was Mackenzie Financial, an estimated $6.04M sold.

Based on aggregated 13F filings for Q4 2022.