Dole
DOLE
149 hedge funds and large institutions have $550M invested in Dole in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 49 reducing their positions, and 28 closing their positions.
2,455% more call options, than puts
Call options by funds: $5.19M | Put options by funds: $203K
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 49
7% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 28
0% more funds holding
Funds holding: 149 → 149 (0)
7.1% less ownership
Funds ownership: 55.68% → 48.57% (-7.1%)
16% less capital invested
Capital invested by funds: $657M → $550M (-$107M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$7.08M |
| 2 |
HGIM
High Ground Investment Management
London,
United Kingdom
|
+$5.75M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.28M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$3.7M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$2.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.7M |
| 2 |
MVP
Medina Value Partners
Los Angeles,
California
|
-$7.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.76M |
| 4 |
HIP
HPS Investment Partners
New York
|
-$5.77M |
| 5 |
KOCAA
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
-$3.86M |
DOLE Hedge Fund Activity: Q1 2024 in Review
149 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q1 2024, worth a combined $550M — down 16% from $657M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DOLE positions and 28 closed out — a net gain of 2 holders — while 58 added to existing stakes and 49 trimmed.
The largest buyer was Rubric Capital Management (New York), adding an estimated $7.08M. The largest seller was Morgan Stanley, cutting an estimated $17.7M.
- 149 institutional investors held Dole (DOLE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $550M of Dole stock for Q1 2024, down 16% quarter-over-quarter.
- 30 funds opened new Dole positions in Q1 2024 and 28 closed out, a net change of +2 holders.
- The largest Dole buyer in Q1 2024 was Rubric Capital Management (New York), an estimated $7.08M added.
- The largest Dole seller in Q1 2024 was Morgan Stanley, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2024.