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Tootsie Roll Industries
TR

178 hedge funds and large institutions have $500M invested in Tootsie Roll Industries in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

10% more funds holding

Funds holding: 162 → 178 (+16)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.32% less ownership

Funds ownership: 47.46% → 47.14% (-0.32%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

6% less capital invested

Capital invested by funds: $530M → $500M (-$29.2M)

Holders
178
Holders Change
+16
Holders Change %
+9.88%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
53
Reduced
55
Closed
9
Calls
$419K
Puts
–
Net Calls
+$419K
Net Calls Change
+$924K

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.95M
2
Invesco
Invesco
Georgia
+$1.77M
3
ProShare Advisors
ProShare Advisors
Maryland
+$1.35M
4
JP Morgan Chase
JP Morgan Chase
New York
+$938K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$887K

Top Sellers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
-$5.92M
2
Stifel Financial
Stifel Financial
Missouri
-$2.55M
3
Renaissance Technologies
Renaissance Technologies
New York
-$1.75M
4
NFA
Nationwide Fund Advisors
Ohio
-$1.59M
5
Wells Fargo
Wells Fargo
California
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$2.85M +$1.95M +69,594 +214%
MA
27
Marshwinds Advisory
Georgia
$2.76M -$173K -6,182 -6%
SC
28
Saybrook Capital
North Carolina
$2.48M +$77.1K +2,753 +3%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.39M -$87.6K -3,131 -4%
Ameriprise
30
Ameriprise
Minnesota
$2.21M -$154K -5,493 -6%
Goldman Sachs
31
Goldman Sachs
New York
$2.06M +$11K +393 +0.5%
AG
32
Aperio Group
California
$2.03M -$249K -8,902 -11%
Deutsche Bank
33
Deutsche Bank
Germany
$1.91M -$210K -7,513 -10%
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$1.85M – – –
AIG
35
American International Group
New York
$1.83M -$6.55K -234 -0.4%
MAM
36
Martingale Asset Management
Massachusetts
$1.7M – – –
Manulife (Manufacturers Life Insurance)
37
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66M +$139K +4,949 +9%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$1.52M -$87.7K -3,132 -5%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.46M -$156K -5,565 -10%
MHIC
40
Marble Harbor Investment Counsel
Massachusetts
$1.45M +$11.3K +403 +0.8%
TCIM
41
TIAA CREF Investment Management
New York
$1.38M -$161K -5,748 -10%
JP Morgan Chase
42
JP Morgan Chase
New York
$1.37M +$938K +33,501 +216%
WT
43
Whittier Trust
California
$1.37M +$26K +929 +2%
PPA
44
Parametric Portfolio Associates
Washington
$1.36M +$29.3K +1,048 +2%
TA
45
Teachers Advisors
New York
$1.35M +$169K +6,050 +14%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.22M – – –
JG
47
Jefferies Group
New York
$1.12M -$37.1K -1,324 -3%
SMC
48
S. Muoio & Co
New York
$1.09M – – –
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.05M -$82.9K -2,962 -7%
Citadel Advisors
50
Citadel Advisors
Florida
$1.05M +$800K +28,593 +317%
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TR Hedge Fund Activity: Q4 2017 in Review

178 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q4 2017, worth a combined $500M — down 5.5% from $530M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TR positions and 9 closed out — a net gain of 16 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $1.95M. The largest seller was GAMCO Investors, cutting an estimated $5.92M.

  • 178 institutional investors held Tootsie Roll Industries (TR) as of Q4 2017, up from 162 in Q3 2017.
  • Funds reported $500M of Tootsie Roll Industries stock for Q4 2017, down 5.5% quarter-over-quarter.
  • 25 funds opened new Tootsie Roll Industries positions in Q4 2017 and 9 closed out, a net change of +16 holders.
  • The largest Tootsie Roll Industries buyer in Q4 2017 was Russell Investments Group, an estimated $1.95M added.
  • The largest Tootsie Roll Industries seller in Q4 2017 was GAMCO Investors, an estimated $5.92M sold.

Based on aggregated 13F filings for Q4 2017.