Tootsie Roll Industries
161 hedge funds and large institutions have $465M invested in Tootsie Roll Industries in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 74 reducing their positions, and 9 closing their positions.
122% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 9
15% more capital invested
Capital invested by funds: $404M → $465M (+$60.4M)
6% more funds holding
Funds holding: 152 → 161 (+9)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.6% less ownership
Funds ownership: 50.21% → 49.61% (-0.6%)
28% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Foresters Investment Management
New York
|
+$4.15M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.97M |
| 3 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$1.82M |
| 4 |
SIP
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
+$1.23M |
| 5 |
New York State Common Retirement Fund
Albany,
New York
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$2.11M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.03M |
| 3 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$1.46M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.33M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.23M |
TR Hedge Fund Activity: Q1 2015 in Review
161 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q1 2015, worth a combined $465M — up 15% from $404M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new TR positions and 9 closed out — a net gain of 11 holders — while 53 added to existing stakes and 74 trimmed.
The largest buyer was Foresters Investment Management, adding an estimated $4.15M. The largest seller was Royce & Associates, cutting an estimated $2.11M.
- 161 institutional investors held Tootsie Roll Industries (TR) as of Q1 2015, up from 152 in Q4 2014.
- Funds reported $465M of Tootsie Roll Industries stock for Q1 2015, up 15% quarter-over-quarter.
- 20 funds opened new Tootsie Roll Industries positions in Q1 2015 and 9 closed out, a net change of +11 holders.
- The largest Tootsie Roll Industries buyer in Q1 2015 was Foresters Investment Management, an estimated $4.15M added.
- The largest Tootsie Roll Industries seller in Q1 2015 was Royce & Associates, an estimated $2.11M sold.
Based on aggregated 13F filings for Q1 2015.