Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DOLE PLC (DOLE)

210 + Investors. Track Smart Money conviction in DOLE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — DOLE

Based on 207 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DOLE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
207 hedge funds hold DOLE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

122 buying98 selling
Last quarter: 122 funds bought or added vs 98 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 27 → 41 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 31% medium ■ 28% new
85 out of 207 hedge funds have held DOLE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +16% but shares only +1% — price-driven

Value
+16%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +16%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

26 → 28 → 27 → 41 → 46 new funds/Q
New funds entering each quarter: 28 → 27 → 41 → 46. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 20% 1-2yr ■ 31% new
Of 210 current holders: 102 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
34 of 207 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DOLE

How many hedge funds hold DOLE — quarterly history vs. share price
Quarterly hedge fund ownership of DOLE vs. share price

Market Analysis: DOLE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DOLE

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 4 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: DOLE
2026 Q1 Stats Unlock in 20 days 210 + Investors

Track Smart Money conviction in DOLE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 210 197 6.6%
13F Shares 67M 66M 1.31%
Total Value $1.03B $883M 16.38%
New Positions 46 42 +4
Increased Positions 79 72 +7
Closed Positions 32 27 +5
Reduced Positions 73 68 +5
Total Calls 2 4 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: DOLE

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

210 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DOLE. Verified SEC 13F-HR filings.

Top 25 institutional holders of DOLE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lesa Sroufe & Co 1.27% 130,629 $2K
2 SHAH CAPITAL MANAGEMENT 1.26% 458,522 $6.6M
3 River Road Asset Management, LLC 0.76% 4,694,951 $67.1M
4 Cascade Investment Advisors, Inc. 0.66% 78,575 $1.1M
5 Waterfront Wealth Inc. 0.46% 173,575 $2.5M
6 Investment Research Partners LLC 0.21% 35,720 $510K
7 AMIRAL GESTION 0.15% 19,180 $276K
8 Counterpoint Mutual Funds LLC 0.08% 38,993 $557K
9 SmartHarvest Portfolios, LLC 0.07% 12,179 $174K
10 FOSTER & MOTLEY INC 0.05% 64,201 —
11 Y-Intercept (Hong Kong) Ltd 0.03% 125,705 $1.8M
12 Marex Group plc 0.03% 101,485 $1.2M
13 Inscription Capital, LLC 0.03% 21,701 $310K
14 Westfuller Advisors, LLC 0.02% 3,560 $51K
15 TSFG, LLC 0.01% 4,900 —
16 SG Americas Securities, LLC 0.01% 542,400 $8K
17 Nuveen, LLC 0.01% 1,783,825 $25.5M
18 V-Square Quantitative Management LLC 0.01% 3,560 $51K
19 Versant Capital Management, Inc 0.01% 3,741 $53K
20 RITHOLTZ WEALTH MANAGEMENT 0.00% 13,584 $194K
21 CoreCap Advisors, LLC 0.00% 6,099 $87K
22 Banque Cantonale Vaudoise 0.00% 4,100 $59K
23 Police & Firemen's Retirement System of New Jersey 0.00% 14,966 $214K
24 KEYBANK NATIONAL ASSOCIATION/OH 0.00% 31,607 $452K
25 Merit Financial Group, LLC 0.00% 12,629 $180K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DOLE PLC (DOLE)

What does the Smart Money Trend signal show for DOLE?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DOLE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DOLE?

Slight buying edge — 55% buying: Last quarter: 122 funds bought or added vs 98 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DOLE holders?

Strong quality — 34% AUM from major funds: 34 of 207 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DOLE?

41% of holders stayed for 2+ years: 85 out of 207 hedge funds have held DOLE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.