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Tootsie Roll Industries

156 hedge funds and large institutions have $313M invested in Tootsie Roll Industries in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more call options, than puts

Call options by funds: $202K | Put options by funds: $188K

1.79% less ownership

Funds ownership: 30.06%28.27% (-1.8%)

12% less funds holding

Funds holding: 177156 (-21)

21% less capital invested

Capital invested by funds: $398M → $313M (-$85.6M)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

60% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 35

Holders
156
Holders Change
-21
Holders Change %
-11.86%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
42
Reduced
59
Closed
35
Calls
$202K
Puts
$188K
Net Calls
+$14K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
126
Intrepid Capital Management
Florida
$11.2K
LC
127
Lindbrook Capital
California
$10.6K +$9.85K +329 +567%
ME
128
McIlrath & Eck
Washington
$10.5K
LFA
129
LGT Financial Advisors
Texas
$10.3K +$11.3K +376 New
HI
130
Harbour Investments
Wisconsin
$10.1K +$30 +1 +0.3%
BCMLT
131
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.61K
PMEF
132
Point72 Middle East FZE
United Arab Emirates
$8.57K -$226K -7,561 -96%
GI
133
Gradient Investments
Minnesota
$6.42K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$5K -$7K -234 -58%
Bessemer Group
135
Bessemer Group
New Jersey
$4K +$928 +31 +30%
AF
136
Allworth Financial
California
$3.52K +$3.86K +129 New
ST
137
Smithfield Trust
Pennsylvania
$3K
EWA
138
EverSource Wealth Advisors
Alabama
$2.6K
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$2.21K -$1.44K -48 -37%
TWC
140
TD Waterhouse Canada
Ontario, Canada
$1.04K
GRP
141
Global Retirement Partners
California
$1.03K -$20.8K -696 -95%
VCM
142
Versant Capital Management
Arizona
$806 -$509 -17 -36%
TCCM
143
Timber Creek Capital Management
Massachusetts
$806
JWA
144
JFS Wealth Advisors
Pennsylvania
$657 -$240 -8 -25%
GGI
145
Godsey & Gibb Inc
Virginia
$508
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$418
PFBT
147
Parkside Financial Bank & Trust
Missouri
$359
AWM
148
Abound Wealth Management
Tennessee
$329
LFG
149
Larson Financial Group
Missouri
$269
SIC
150
Salem Investment Counselors
North Carolina
$239

TR Hedge Fund Activity: Q3 2023 in Review

156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q3 2023, worth a combined $313M — down 21% from $398M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of TR and 14 opened new positions — a net loss of 21 holders — while 59 trimmed existing stakes and 42 added.

The largest buyer was Millennium Management, adding an estimated $4.17M. The largest seller was Invesco, cutting an estimated $6.83M.

  • 156 institutional investors held Tootsie Roll Industries (TR) as of Q3 2023, down from 177 in Q2 2023.
  • Funds reported $313M of Tootsie Roll Industries stock for Q3 2023, down 21% quarter-over-quarter.
  • 14 funds opened new Tootsie Roll Industries positions in Q3 2023 and 35 closed out, a net change of -21 holders.
  • The largest Tootsie Roll Industries buyer in Q3 2023 was Millennium Management, an estimated $4.17M added.
  • The largest Tootsie Roll Industries seller in Q3 2023 was Invesco, an estimated $6.83M sold.

Based on aggregated 13F filings for Q3 2023.