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Tootsie Roll Industries

165 hedge funds and large institutions have $344M invested in Tootsie Roll Industries in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $468K | Put options by funds: $79K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $313M → $344M (+$30.9M)

6% more funds holding

Funds holding: 156165 (+9)

0.17% less ownership

Funds ownership: 28.27%28.1% (-0.17%)

16% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 56

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
47
Reduced
56
Closed
18
Calls
$468K
Puts
$79K
Net Calls
+$389K
Net Calls Change
+$375K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
126
KBC Group
Belgium
$31K
Simplex Trading
127
Simplex Trading
Illinois
$29K +$28.3K +966 New
AIG
128
American International Group
New York
$27K -$1.64K -56 -6%
MMG
129
Monetary Management Group
Missouri
$26.9K
CCM
130
Chilton Capital Management
Texas
$22.7K
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$16.2K -$16.8K -574 -52%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$13.3K
ME
133
McIlrath & Eck
Washington
$11.6K
LFA
134
LGT Financial Advisors
Texas
$11.4K
HI
135
Harbour Investments
Wisconsin
$11.3K +$59 +2 +0.5%
LC
136
Lindbrook Capital
California
$10.6K -$1.17K -40 -10%
ACA
137
American Capital Advisory
Idaho
$8.78K +$8.44K +288 New
BCMLT
138
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.26K
GI
139
GAMMA Investing
California
$6.06K +$5.95K +203 New
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$4.49K +$4.34K +148 New
Bessemer Group
141
Bessemer Group
New Jersey
$4K
ST
142
Smithfield Trust
Pennsylvania
$4K
VL
143
Vima LLC
Michigan
$3.56K +$3.43K +117 New
EWA
144
EverSource Wealth Advisors
Alabama
$2.89K
S
145
Sachetta
Massachusetts
$2.3K +$2.2K +75 New
GRP
146
Global Retirement Partners
California
$1.72K +$557 +19 +53%
AF
147
Allworth Financial
California
$1.3K -$2.52K -86 -67%
TWC
148
TD Waterhouse Canada
Ontario, Canada
$1.13K
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1K -$3.96K -135 -78%
BTI
150
Blue Trust Inc
Georgia
$1K +$1.44K +49 New

TR Hedge Fund Activity: Q4 2023 in Review

165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q4 2023, worth a combined $344M — up 9.9% from $313M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TR positions and 18 closed out — a net gain of 11 holders — while 47 added to existing stakes and 56 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $3.34M. The largest seller was Millennium Management, cutting an estimated $5.78M.

  • 165 institutional investors held Tootsie Roll Industries (TR) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $344M of Tootsie Roll Industries stock for Q4 2023, up 9.9% quarter-over-quarter.
  • 29 funds opened new Tootsie Roll Industries positions in Q4 2023 and 18 closed out, a net change of +11 holders.
  • The largest Tootsie Roll Industries buyer in Q4 2023 was Heartland Advisors, an estimated $3.34M added.
  • The largest Tootsie Roll Industries seller in Q4 2023 was Millennium Management, an estimated $5.78M sold.

Based on aggregated 13F filings for Q4 2023.