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187 hedge funds and large institutions have $739M invested in Dole in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more call options, than puts

Call options by funds: $686K | Put options by funds: $264K

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

3% more funds holding

Funds holding: 182187 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.23% less ownership

Funds ownership: 58.72%57.48% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 69

19% less capital invested

Capital invested by funds: $908M → $739M (-$169M)

Holders
187
Holders Change
+5
Holders Change %
+2.75%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
62
Reduced
69
Closed
25
Calls
$686K
Puts
$264K
Net Calls
+$422K
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PFCS
1
Pale Fire Capital SE
Czech Republic
$83.9M -$5.36M -348,843 -5%
RCMNY
2
Rubric Capital Management (New York)
New York
$70.4M +$900K +58,612 +1%
BlackRock
3
BlackRock
New York
$60.7M -$1.96M -127,572 -3%
RRAM
4
River Road Asset Management
Kentucky
$51.6M +$15.5M +1,008,485 +36%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31.9M +$8.45M +550,351 +30%
SAM
6
Southeastern Asset Management
Tennessee
$31.9M +$8.9M +579,412 +33%
American Century Companies
7
American Century Companies
Missouri
$29.1M +$6.71M +436,790 +26%
JP Morgan Chase
8
JP Morgan Chase
New York
$26.5M -$1.7M -110,555 -5%
State Street
9
State Street
Massachusetts
$22.3M -$1.08M -70,617 -4%
Impax Asset Management Group
10
Impax Asset Management Group
United Kingdom
$20.3M +$696K +45,342 +3%
Renaissance Technologies
11
Renaissance Technologies
New York
$15.2M +$1.49M +97,196 +9%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$15.2M +$2.3M +149,875 +15%
BCM
13
Bridgeway Capital Management
Texas
$14.9M +$2.48M +161,565 +17%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$14.9M -$2.15M -140,194 -11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.2M -$24.1K -1,572 -0.2%
Morgan Stanley
16
Morgan Stanley
New York
$9.74M -$15.5M -1,010,546 -58%
Charles Schwab
17
Charles Schwab
California
$9.18M -$4.56M -297,083 -30%
Vanguard Group
18
Vanguard Group
Pennsylvania
$8.84M -$302K -19,679 -3%
N
19
Nuveen
North Carolina
$8.55M -$10M -653,544 -51%
DF
20
DNCA Finance
France
$8.52M
Ameriprise
21
Ameriprise
Minnesota
$8.29M -$288K -18,732 -3%
GC
22
Globeflex Capital
California
$7.87M -$653K -42,527 -7%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$7.84M -$6.39M -416,285 -42%
Invesco
24
Invesco
Georgia
$7.02M +$316K +20,577 +4%
HAM
25
Harber Asset Management
North Carolina
$6.79M +$2.2M +142,979 +40%

DOLE Hedge Fund Activity: Q4 2024 in Review

187 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dole (DOLE) for Q4 2024, worth a combined $739M — down 19% from $908M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DOLE positions and 25 closed out — a net gain of 7 holders — while 62 added to existing stakes and 69 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $15.5M. The largest seller was Morgan Stanley, cutting an estimated $15.5M.

  • 187 institutional investors held Dole (DOLE) as of Q4 2024, up from 182 in Q3 2024.
  • Funds reported $739M of Dole stock for Q4 2024, down 19% quarter-over-quarter.
  • 32 funds opened new Dole positions in Q4 2024 and 25 closed out, a net change of +7 holders.
  • The largest Dole buyer in Q4 2024 was River Road Asset Management, an estimated $15.5M added.
  • The largest Dole seller in Q4 2024 was Morgan Stanley, an estimated $15.5M sold.

Based on aggregated 13F filings for Q4 2024.