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153 hedge funds and large institutions have $591M invested in Dole in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,903% more call options, than puts

Call options by funds: $5.97M | Put options by funds: $298K

25% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 24

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

8% more capital invested

Capital invested by funds: $550M → $591M (+$41.4M)

3% more funds holding

Funds holding: 149153 (+4)

2.32% more ownership

Funds ownership: 48.57%50.9% (+2.3%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
153
Holders Change
+4
Holders Change %
+2.68%
% of All Funds
2.21%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
30
Increased
56
Reduced
49
Closed
24
Calls
$5.97M
Puts
$298K
Net Calls
+$5.67M
Net Calls Change
+$688K
Name Holding Trade Value Shares
Change
Change in
Stake
PFCS
1
Pale Fire Capital SE
Czech Republic
$100M +$6.44M +529,740 +7%
RCMNY
2
Rubric Capital Management (New York)
New York
$62.9M
BlackRock
3
BlackRock
New York
$52.9M +$3.62M +297,877 +7%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$24M -$2.99M -245,763 -11%
SAM
5
Southeastern Asset Management
Tennessee
$19.9M +$19.8M +1,627,704 New
Morgan Stanley
6
Morgan Stanley
New York
$16.3M +$6.84M +562,802 +73%
JP Morgan Chase
7
JP Morgan Chase
New York
$15.3M +$977K +80,370 +7%
State Street
8
State Street
Massachusetts
$15.2M +$612K +50,341 +4%
Charles Schwab
9
Charles Schwab
California
$13.8M -$2.15M -176,837 -14%
HGIM
10
High Ground Investment Management
United Kingdom
$12.1M +$5.96M +490,397 +99%
N
11
Nuveen
North Carolina
$11.6M +$2.92M +239,849 +34%
American Century Companies
12
American Century Companies
Missouri
$11.5M +$6.54M +537,584 +133%
HAM
13
Harber Asset Management
North Carolina
$11.3M -$133K -10,935 -1%
BCM
14
Bridgeway Capital Management
Texas
$11.2M +$385K +31,680 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11.1M +$1.4M +115,092 +15%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$10.2M +$8.11M +667,297 +405%
Renaissance Technologies
17
Renaissance Technologies
New York
$10.2M +$1.08M +88,900 +12%
DF
18
DNCA Finance
France
$9.73M +$9.66M +794,968 New
Vanguard Group
19
Vanguard Group
Pennsylvania
$8.5M -$1.06M -87,261 -11%
Invesco
20
Invesco
Georgia
$7.36M -$361K -29,668 -5%
Two Sigma Investments
21
Two Sigma Investments
New York
$7.34M +$798K +65,657 +12%
Man Group
22
Man Group
United Kingdom
$7.14M +$10.4K +856 +0.1%
HIP
23
HPS Investment Partners
New York
$6.6M
TG
24
TCW Group
California
$6.18M +$1.66M +136,500 +37%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$6.06M +$608K +50,000 +11%

DOLE Hedge Fund Activity: Q2 2024 in Review

153 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q2 2024, worth a combined $591M — up 7.5% from $550M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DOLE positions and 24 closed out — a net gain of 6 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was Southeastern Asset Management, opening a new position worth an estimated $19.8M. The largest seller was Redwood Capital Management, exiting entirely with an estimated $23.3M sold.

  • 153 institutional investors held Dole (DOLE) as of Q2 2024, up from 149 in Q1 2024.
  • Funds reported $591M of Dole stock for Q2 2024, up 7.5% quarter-over-quarter.
  • 30 funds opened new Dole positions in Q2 2024 and 24 closed out, a net change of +6 holders.
  • The largest Dole buyer in Q2 2024 was Southeastern Asset Management, an estimated $19.8M added.
  • The largest Dole seller in Q2 2024 was Redwood Capital Management, an estimated $23.3M sold.

Based on aggregated 13F filings for Q2 2024.