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80 hedge funds and large institutions have $382M invested in Dole in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,139% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $655K

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

26% more capital invested

Capital invested by funds: $303M → $382M (+$78.4M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

5% more funds holding

Funds holding: 7680 (+4)

1.07% more ownership

Funds ownership: 33.18%34.25% (+1.1%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.27%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
21
Increased
19
Reduced
27
Closed
17
Calls
$14.7M
Puts
$655K
Net Calls
+$14M
Net Calls Change
+$14M
Name Holding Trade Value Shares
Change
Change in
Stake
PFCS
1
Pale Fire Capital SE
Czech Republic
$87.3M +$819K +73,190 +1%
RCMNY
2
Rubric Capital Management (New York)
New York
$55.7M +$2.72M +243,276 +5%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$51.4M
RCM
4
Redwood Capital Management
New York
$29.8M -$176K -15,762 -0.6%
HAM
5
Harber Asset Management
North Carolina
$19.4M +$1.55M +138,801 +9%
MVP
6
Medina Value Partners
California
$15.7M +$15M +1,336,820 New
HIP
7
HPS Investment Partners
New York
$12.2M
Fidelity Investments
8
Fidelity Investments
Massachusetts
$11.8M -$1.12M -100,000 -9%
WSL
9
Western Standard LLC
California
$7.99M +$7.61M +680,790 New
PCM
10
Peregrine Capital Management
Minnesota
$7.22M -$319K -28,560 -4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.03M -$1.7M -151,875 -20%
Bank of America
12
Bank of America
North Carolina
$6.5M +$6.17M +551,440 +24,228%
Renaissance Technologies
13
Renaissance Technologies
New York
$6.48M -$706K -63,144 -10%
Charles Schwab
14
Charles Schwab
California
$6.1M +$2.45M +219,418 +73%
SCM
15
Shah Capital Management
North Carolina
$4.52M -$14.7K -1,318 -0.3%
BCM
16
BlueCrest Capital Management
Jersey
$3.91M +$3.73M +333,093 New
LOAME
17
Lombard Odier Asset Management (Europe)
United Kingdom
$3.36M +$1.14M +102,171 +56%
BlackRock
18
BlackRock
New York
$2.53M -$283K -25,265 -10%
Invesco
19
Invesco
Georgia
$2.36M -$642K -57,371 -22%
IEFM
20
IQ EQ Fund Management
Ireland
$2.29M -$1.71M -153,088 -44%
VLKIM
21
Van Lanschot Kempen Investment Management
Netherlands
$2.1M
Morgan Stanley
22
Morgan Stanley
New York
$2.04M -$461K -41,257 -19%
SEI Investments
23
SEI Investments
Pennsylvania
$1.89M
TG
24
TCW Group
California
$1.85M +$1.76M +157,248 New
UBS Group
25
UBS Group
Switzerland
$1.81M +$41.7K +3,728 +2%

DOLE Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q1 2023, worth a combined $382M — up 26% from $303M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DOLE positions and 17 closed out — a net gain of 4 holders — while 19 added to existing stakes and 27 trimmed.

The largest buyer was Medina Value Partners, opening a new position worth an estimated $15M. The largest seller was GMT Capital, exiting entirely with an estimated $15.9M sold.

  • 80 institutional investors held Dole (DOLE) as of Q1 2023, up from 76 in Q4 2022.
  • Funds reported $382M of Dole stock for Q1 2023, up 26% quarter-over-quarter.
  • 21 funds opened new Dole positions in Q1 2023 and 17 closed out, a net change of +4 holders.
  • The largest Dole buyer in Q1 2023 was Medina Value Partners, an estimated $15M added.
  • The largest Dole seller in Q1 2023 was GMT Capital, an estimated $15.9M sold.

Based on aggregated 13F filings for Q1 2023.