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Tootsie Roll Industries

144 hedge funds and large institutions have $375M invested in Tootsie Roll Industries in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.38% less ownership

Funds ownership: 53.08%50.7% (-2.4%)

3% less funds holding

Funds holding: 148144 (-4)

10% less capital invested

Capital invested by funds: $415M → $375M (-$40.1M)

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
144
Holders Change
-4
Holders Change %
-2.7%
% of All Funds
4.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
40
Reduced
57
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
76
Gotham Asset Management
New York
$398K -$131K -6,669 -25%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$373K -$471 -24 -0.1%
Deutsche Bank
78
Deutsche Bank
Germany
$361K -$170K -8,665 -32%
ASRS
79
Arizona State Retirement System
Arizona
$357K -$22.4K -1,140 -6%
MOACM
80
Mutual of America Capital Management
New York
$350K -$7.36K -375 -2%
Bank of America
81
Bank of America
North Carolina
$346K +$7.61K +388 +2%
AG
82
Aperio Group
California
$317K +$7.39K +377 +2%
BA
83
BlackRock Advisors
Delaware
$299K -$10K -512 -3%
GGPS
84
Gary Goldberg Planning Services
New York
$294K +$2.88K +147 +1%
N
85
Nuveen
North Carolina
$280K
SOMRS
86
State of Michigan Retirement System
Michigan
$265K -$8.38K -427 -3%
JWBC
87
J.W. Burns & Co
New York
$262K
CNBT
88
Canandaigua National Bank & Trust
New York
$260K -$6.75K -344 -3%
US Bancorp
89
US Bancorp
Minnesota
$257K -$16.2K -827 -6%
HFS
90
HL Financial Services
Kentucky
$239K -$228K -11,646 -49%
HCM
91
Hodges Capital Management
Texas
$224K
MSA
92
Mason Street Advisors
Wisconsin
$220K -$4.65K -237 -2%
UBS AM
93
UBS AM
Illinois
$219K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$208K -$15.2K -776 -7%
Public Employees Retirement Association of Colorado
95
Public Employees Retirement Association of Colorado
Colorado
$203K
SFPIA
96
Stevens First Principles Investment Advisors
California
$192K
MERSOM
97
Municipal Employees' Retirement System of Michigan
Michigan
$165K +$3.73K +190 +2%
OPERF
98
Oregon Public Employees Retirement Fund
Oregon
$164K -$2.79K -142 -2%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$163K
RFC
100
Russell Frank Company
Washington
$162K +$162K +8,265 New

TR Hedge Fund Activity: Q3 2014 in Review

144 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q3 2014, worth a combined $375M — down 9.7% from $415M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TR and 7 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 40 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $4.35M. The largest seller was Norges Bank, cutting an estimated $8.05M.

  • 144 institutional investors held Tootsie Roll Industries (TR) as of Q3 2014, down from 148 in Q2 2014.
  • Funds reported $375M of Tootsie Roll Industries stock for Q3 2014, down 9.7% quarter-over-quarter.
  • 7 funds opened new Tootsie Roll Industries positions in Q3 2014 and 11 closed out, a net change of -4 holders.
  • The largest Tootsie Roll Industries buyer in Q3 2014 was T. Rowe Price Associates, an estimated $4.35M added.
  • The largest Tootsie Roll Industries seller in Q3 2014 was Norges Bank, an estimated $8.05M sold.

Based on aggregated 13F filings for Q3 2014.