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109 hedge funds and large institutions have $524M invested in Dole in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,790% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $419K

214% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 14

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $382M → $524M (+$142M)

36% more funds holding

Funds holding: 80109 (+29)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6.57% more ownership

Funds ownership: 34.25%40.82% (+6.6%)

Holders
109
Holders Change
+29
Holders Change %
+36.25%
% of All Funds
1.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
44
Increased
33
Reduced
19
Closed
14
Calls
$28.9M
Puts
$419K
Net Calls
+$28.4M
Net Calls Change
+$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFCS
1
Pale Fire Capital SE
Czech Republic
$101M +$653K +50,900 +0.7%
Impax Asset Management Group
2
Impax Asset Management Group
United Kingdom
$50.7M -$8.05M -628,203 -14%
BlackRock
3
BlackRock
New York
$50M +$44.6M +3,479,084 +1,612%
RCMNY
4
Rubric Capital Management (New York)
New York
$49.2M -$14.2M -1,105,598 -23%
RCM
5
Redwood Capital Management
New York
$30.3M -$3.9M -304,123 -12%
MVP
6
Medina Value Partners
California
$17.4M -$621K -48,436 -4%
HAM
7
Harber Asset Management
North Carolina
$16.4M -$5.67M -442,426 -27%
HIP
8
HPS Investment Partners
New York
$14M
Invesco
9
Invesco
Georgia
$12.6M +$9.34M +728,843 +362%
State Street
10
State Street
Massachusetts
$12M +$11M +859,950 +2,976%
Charles Schwab
11
Charles Schwab
California
$11.4M +$4.11M +320,681 +62%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$9.35M +$8.86M +691,450 New
WSL
13
Western Standard LLC
California
$9.34M +$126K +9,816 +1%
Bank of America
14
Bank of America
North Carolina
$8.82M +$1.27M +98,880 +18%
Renaissance Technologies
15
Renaissance Technologies
New York
$8.56M +$1.05M +81,800 +15%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$7.28M +$6.21M +484,288 +896%
PCM
17
Peregrine Capital Management
Minnesota
$7.22M -$1.05M -81,574 -13%
Northern Trust
18
Northern Trust
Illinois
$6.41M +$6.08M +474,186 New
AFCM
19
Alta Fox Capital Management
Texas
$6.07M +$5.76M +449,249 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.04M -$1.95M -151,732 -25%
SCM
21
Shah Capital Management
North Carolina
$5.21M
LOAME
22
Lombard Odier Asset Management (Europe)
United Kingdom
$4.82M +$907K +70,710 +25%
Vanguard Group
23
Vanguard Group
Pennsylvania
$4.61M +$4.37M +341,227 New
TG
24
TCW Group
California
$4.34M +$2.1M +163,507 +104%
Morgan Stanley
25
Morgan Stanley
New York
$3.66M +$1.24M +96,687 +56%

DOLE Hedge Fund Activity: Q2 2023 in Review

109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q2 2023, worth a combined $524M — up 37% from $382M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DOLE positions and 14 closed out — a net gain of 30 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $44.6M. The largest seller was Rubric Capital Management (New York), cutting an estimated $14.2M.

  • 109 institutional investors held Dole (DOLE) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $524M of Dole stock for Q2 2023, up 37% quarter-over-quarter.
  • 44 funds opened new Dole positions in Q2 2023 and 14 closed out, a net change of +30 holders.
  • The largest Dole buyer in Q2 2023 was BlackRock, an estimated $44.6M added.
  • The largest Dole seller in Q2 2023 was Rubric Capital Management (New York), an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2023.