Tootsie Roll Industries
138 hedge funds and large institutions have $453M invested in Tootsie Roll Industries in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
2% more capital invested
Capital invested by funds: $444M → $453M (+$9.28M)
0% more funds holding
Funds holding: 138 → 138 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 42
1.84% less ownership
Funds ownership: 56.67% → 54.82% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$2.59M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.64M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.02M |
| 4 |
Barclays
London,
United Kingdom
|
+$692K |
| 5 |
Citigroup
New York
|
+$596K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$9.19M |
| 2 |
RA
Royce & Associates
New York
|
-$3.99M |
| 3 |
PP
Prospector Partners
Guilford,
Connecticut
|
-$2.84M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.75M |
| 5 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.44M |
TR Hedge Fund Activity: Q4 2013 in Review
138 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q4 2013, worth a combined $453M — up 2.1% from $444M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new TR positions and 11 closed out — a net gain of 2 holders — while 42 added to existing stakes and 42 trimmed.
The largest buyer was Hilton Capital Management, opening a new position worth an estimated $2.59M. The largest seller was T. Rowe Price Associates, cutting an estimated $9.19M.
- 138 institutional investors held Tootsie Roll Industries (TR) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $453M of Tootsie Roll Industries stock for Q4 2013, up 2.1% quarter-over-quarter.
- 13 funds opened new Tootsie Roll Industries positions in Q4 2013 and 11 closed out, a net change of +2 holders.
- The largest Tootsie Roll Industries buyer in Q4 2013 was Hilton Capital Management, an estimated $2.59M added.
- The largest Tootsie Roll Industries seller in Q4 2013 was T. Rowe Price Associates, an estimated $9.19M sold.
Based on aggregated 13F filings for Q4 2013.