Dole
DOLE
150 hedge funds and large institutions have $642M invested in Dole in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 11 closing their positions.
6,141% more call options, than puts
Call options by funds: $5.8M | Put options by funds: $93K
327% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 11
38% more capital invested
Capital invested by funds: $466M → $642M (+$177M)
38% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 37
32% more funds holding
Funds holding: 114 → 150 (+36)
12.49% more ownership
Funds ownership: 41.98% → 54.47% (+12%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$12.7M |
| 2 |
Morgan Stanley
New York
|
+$10.5M |
| 3 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$9.11M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$8.07M |
| 5 |
Man Group
London,
United Kingdom
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSL
Western Standard LLC
Los Angeles,
California
|
-$8.99M |
| 2 |
HAM
Harber Asset Management
Asheville,
North Carolina
|
-$5.84M |
| 3 |
AFCM
Alta Fox Capital Management
Fort Worth,
Texas
|
-$4.62M |
| 4 |
Impax Asset Management Group
London,
United Kingdom
|
-$3.72M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.61M |
DOLE Hedge Fund Activity: Q4 2023 in Review
150 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2023, worth a combined $642M — up 38% from $466M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DOLE positions and 11 closed out — a net gain of 36 holders — while 51 added to existing stakes and 37 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $12.7M. The largest seller was Western Standard LLC, exiting entirely with an estimated $8.99M sold.
- 150 institutional investors held Dole (DOLE) as of Q4 2023, up from 114 in Q3 2023.
- Funds reported $642M of Dole stock for Q4 2023, up 38% quarter-over-quarter.
- 47 funds opened new Dole positions in Q4 2023 and 11 closed out, a net change of +36 holders.
- The largest Dole buyer in Q4 2023 was JP Morgan Chase, an estimated $12.7M added.
- The largest Dole seller in Q4 2023 was Western Standard LLC, an estimated $8.99M sold.
Based on aggregated 13F filings for Q4 2023.