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182 hedge funds and large institutions have $908M invested in Dole in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

54% more capital invested

Capital invested by funds: $591M → $908M (+$316M)

19% more funds holding

Funds holding: 153182 (+29)

17% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 53

7.82% more ownership

Funds ownership: 50.9%58.72% (+7.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

84% less call options, than puts

Call options by funds: $774K | Put options by funds: $4.93M

Holders
182
Holders Change
+29
Holders Change %
+18.95%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
47
Increased
62
Reduced
53
Closed
18
Calls
$774K
Puts
$4.93M
Net Calls
-$4.16M
Net Calls Change
-$9.83M
Name Holding Trade Value Shares
Change
Change in
Stake
PFCS
1
Pale Fire Capital SE
Czech Republic
$107M -$24.6M -1,649,617 -20%
RCMNY
2
Rubric Capital Management (New York)
New York
$83.8M
BlackRock
3
BlackRock
New York
$75.1M +$4.29M +287,483 +7%
RRAM
4
River Road Asset Management
Kentucky
$45.6M +$41.8M +2,799,435 New
JP Morgan Chase
5
JP Morgan Chase
New York
$33.7M +$12.2M +817,022 +65%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$29.5M +$14.6M +976,195 +117%
SAM
7
Southeastern Asset Management
Tennessee
$28.9M +$2.18M +146,001 +9%
Morgan Stanley
8
Morgan Stanley
New York
$28.2M +$5.96M +399,210 +30%
State Street
9
State Street
Massachusetts
$27.9M +$7.04M +471,116 +38%
American Century Companies
10
American Century Companies
Missouri
$27.9M +$11.5M +770,809 +82%
Impax Asset Management Group
11
Impax Asset Management Group
United Kingdom
$23.7M -$7.55M -505,523 -26%
N
12
Nuveen
North Carolina
$20.9M +$5.1M +341,304 +36%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$20.2M +$14.7M +985,689 +386%
Renaissance Technologies
14
Renaissance Technologies
New York
$16.7M +$2.94M +196,900 +24%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$16.2M +$7.83M +523,924 +111%
Charles Schwab
16
Charles Schwab
California
$15.9M -$2.29M -153,142 -14%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$15.9M +$7.49M +501,012 +106%
BCM
18
Bridgeway Capital Management
Texas
$15.3M +$352K +23,584 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$14.7M +$20.3K +1,361 +0.2%
Vanguard Group
20
Vanguard Group
Pennsylvania
$11M -$331K -22,128 -3%
Ameriprise
21
Ameriprise
Minnesota
$10.3M +$7.86M +526,160 +503%
DF
22
DNCA Finance
France
$10.3M -$2.47M -165,598 -21%
GC
23
Globeflex Capital
California
$10.2M +$9.32M +623,900 New
HGIM
24
High Ground Investment Management
United Kingdom
$8.67M -$6.78M -453,827 -46%
Invesco
25
Invesco
Georgia
$8.11M -$1.55M -103,493 -17%

DOLE Hedge Fund Activity: Q3 2024 in Review

182 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q3 2024, worth a combined $908M — up 54% from $591M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DOLE positions and 18 closed out — a net gain of 29 holders — while 62 added to existing stakes and 53 trimmed.

The largest buyer was River Road Asset Management, opening a new position worth an estimated $41.8M. The largest seller was Pale Fire Capital SE, cutting an estimated $24.6M.

  • 182 institutional investors held Dole (DOLE) as of Q3 2024, up from 153 in Q2 2024.
  • Funds reported $908M of Dole stock for Q3 2024, up 54% quarter-over-quarter.
  • 47 funds opened new Dole positions in Q3 2024 and 18 closed out, a net change of +29 holders.
  • The largest Dole buyer in Q3 2024 was River Road Asset Management, an estimated $41.8M added.
  • The largest Dole seller in Q3 2024 was Pale Fire Capital SE, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2024.