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Tootsie Roll Industries

159 hedge funds and large institutions have $336M invested in Tootsie Roll Industries in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $344M → $336M (-$7.72M)

2% less call options, than puts

Call options by funds: $281K | Put options by funds: $288K

1.27% less ownership

Funds ownership: 28.1%26.84% (-1.3%)

4% less funds holding

Funds holding: 165159 (-6)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

55% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 88

Holders
159
Holders Change
-6
Holders Change %
-3.64%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
40
Reduced
88
Closed
23
Calls
$281K
Puts
$288K
Net Calls
-$7K
Net Calls Change
-$396K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Byrne Asset Management
New Jersey
$20.5K +$20.6K +679 New
Bessemer Group
127
Bessemer Group
New Jersey
$20K +$15.4K +509 +380%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$18.8K +$2.73K +90 +17%
CIBC Private Wealth Group
129
CIBC Private Wealth Group
Georgia
$16.9K +$17.1K +564 New
ME
130
McIlrath & Eck
Washington
$11.2K -$333 -11 -3%
LFA
131
LGT Financial Advisors
Texas
$11K -$333 -11 -3%
HI
132
Harbour Investments
Wisconsin
$10.9K -$273 -9 -2%
LC
133
Lindbrook Capital
California
$10.2K -$303 -10 -3%
OPTFSNA
134
Old Point Trust & Financial Services N A
Virginia
$8.94K +$8.97K +296 New
Simplex Trading
135
Simplex Trading
Illinois
$7K -$22K -725 -75%
CA
136
CoreCap Advisors
Michigan
$6.69K +$6.73K +222 New
GI
137
GAMMA Investing
California
$6.66K +$545 +18 +9%
ST
138
Smithfield Trust
Pennsylvania
$4K -$121 -4 -3%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$3.99K -$454 -15 -10%
EWA
140
EverSource Wealth Advisors
Alabama
$2.91K +$273 +9 +9%
S
141
Sachetta
Massachusetts
$2.3K -$61 -2 -3%
AF
142
Allworth Financial
California
$1.29K -$30 -1 -2%
GRP
143
Global Retirement Partners
California
$1.06K -$606 -20 -36%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1K -$30 -1 -3%
TCCM
145
Timber Creek Capital Management
Massachusetts
$864 -$30 -1 -3%
JWA
146
JFS Wealth Advisors
Pennsylvania
$769 -$91 -3 -11%
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$674 -$12.6K -416 -95%
GGI
148
Godsey & Gibb Inc
Virginia
$545 -$30 -1 -5%
FGAM
149
Financial Gravity Asset Management
Texas
$476 +$485 +16 New
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$448

TR Hedge Fund Activity: Q1 2024 in Review

159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q1 2024, worth a combined $336M — down 2.2% from $344M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TR and 17 opened new positions — a net loss of 6 holders — while 88 trimmed existing stakes and 40 added.

The largest buyer was Allspring Global Investments, adding an estimated $4.34M. The largest seller was Millennium Management, cutting an estimated $4.72M.

  • 159 institutional investors held Tootsie Roll Industries (TR) as of Q1 2024, down from 165 in Q4 2023.
  • Funds reported $336M of Tootsie Roll Industries stock for Q1 2024, down 2.2% quarter-over-quarter.
  • 17 funds opened new Tootsie Roll Industries positions in Q1 2024 and 23 closed out, a net change of -6 holders.
  • The largest Tootsie Roll Industries buyer in Q1 2024 was Allspring Global Investments, an estimated $4.34M added.
  • The largest Tootsie Roll Industries seller in Q1 2024 was Millennium Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2024.