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Tootsie Roll Industries

167 hedge funds and large institutions have $420M invested in Tootsie Roll Industries in 2015 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

2% more funds holding

Funds holding: 163167 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.33% less ownership

Funds ownership: 49.41%49.08% (-0.33%)

4% less capital invested

Capital invested by funds: $440M → $420M (-$19.2M)

38% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 63

88% less call options, than puts

Call options by funds: $59K | Put options by funds: $497K

Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
39
Reduced
63
Closed
10
Calls
$59K
Puts
$497K
Net Calls
-$438K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$927K +$71.3K +3,098 +8%
SMC
52
S. Muoio & Co
New York
$917K
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$911K -$21.8K -949 -2%
CONA
54
Capital One National Association
New York
$877K +$893K +38,796 New
HighTower Advisors
55
HighTower Advisors
Illinois
$865K +$180K +7,818 +26%
Swiss National Bank
56
Swiss National Bank
Switzerland
$851K +$73.3K +3,184 +9%
First Manhattan
57
First Manhattan
New York
$785K
VOYA Investment Management
58
VOYA Investment Management
Georgia
$752K +$41.1K +1,787 +6%
EEG
59
E.E. Geduld
$725K
HK
60
Horizon Kinetics
New York
$720K -$195K -8,495 -21%
CAM
61
Chesapeake Asset Management
New York
$718K
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$709K -$102K -4,423 -12%
TI
63
Trexquant Investment
Connecticut
$697K +$468K +20,348 +193%
MAM
64
Meeder Asset Management
Ohio
$696K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$676K -$40.4K -1,755 -6%
IPC
66
Independent Portfolio Consultants
Florida
$608K +$16.9K +734 +3%
AG
67
Aperio Group
California
$592K +$179K +7,790 +42%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$591K +$98.5K +4,283 +20%
WC
69
Wexford Capital
Florida
$573K +$186K +8,103 +47%
Citadel Advisors
70
Citadel Advisors
Florida
$552K -$1.57M -68,198 -74%
Invesco
71
Invesco
Georgia
$549K -$7.38M -320,709 -93%
GC
72
Gruss & Co
Florida
$545K
FBT
73
First Bankers Trust
Kentucky
$539K +$14.3K +623 +3%
PPA
74
Parametric Portfolio Associates
Washington
$538K +$50K +2,174 +10%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$532K -$2.26M -98,289 -81%

TR Hedge Fund Activity: Q3 2015 in Review

167 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q3 2015, worth a combined $420M — down 4.4% from $440M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TR positions and 10 closed out — a net gain of 4 holders — while 39 added to existing stakes and 63 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $4.49M. The largest seller was Invesco, cutting an estimated $7.38M.

  • 167 institutional investors held Tootsie Roll Industries (TR) as of Q3 2015, up from 163 in Q2 2015.
  • Funds reported $420M of Tootsie Roll Industries stock for Q3 2015, down 4.4% quarter-over-quarter.
  • 14 funds opened new Tootsie Roll Industries positions in Q3 2015 and 10 closed out, a net change of +4 holders.
  • The largest Tootsie Roll Industries buyer in Q3 2015 was T. Rowe Price Associates, an estimated $4.49M added.
  • The largest Tootsie Roll Industries seller in Q3 2015 was Invesco, an estimated $7.38M sold.

Based on aggregated 13F filings for Q3 2015.