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Tootsie Roll Industries

156 hedge funds and large institutions have $356M invested in Tootsie Roll Industries in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

449% more call options, than puts

Call options by funds: $587K | Put options by funds: $107K

6% more capital invested

Capital invested by funds: $336M → $356M (+$20M)

3.01% more ownership

Funds ownership: 26.84%29.85% (+3%)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 159156 (-3)

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
2.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
59
Reduced
54
Closed
25
Calls
$587K
Puts
$107K
Net Calls
+$480K
Net Calls Change
+$487K
Name Holding Trade Value Shares
Change
Change in
Stake
ME
126
McIlrath & Eck
Washington
$11K +$310 +11 +3%
LFA
127
LGT Financial Advisors
Texas
$10.8K +$310 +11 +3%
CFM
128
Catalyst Funds Management
Australia
$9.17K -$73.7K -2,613 -89%
ACA
129
American Capital Advisory
Idaho
$8.78K +$7.9K +280 New
HNB
130
Huntington National Bank
Ohio
$5.26K -$80.2K -2,843 -94%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$4.4K +$564 +20 +15%
Bessemer Group
132
Bessemer Group
New Jersey
$4K -$13.9K -493 -77%
AAP
133
Arax Advisory Partners
Colorado
$3.33K +$3.27K +116 New
EWA
134
EverSource Wealth Advisors
Alabama
$3.02K
ST
135
Smithfield Trust
Pennsylvania
$3K +$28 +1 +0.8%
CAL
136
Capital Advisors Ltd
Ohio
$3K +$3.08K +109 +908%
PFBT
137
Parkside Financial Bank & Trust
Missouri
$2.66K +$2.45K +87 +1,740%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$1.53K +$875 +31 +141%
AF
139
Allworth Financial
California
$1.5K +$310 +11 +26%
S
140
Sachetta
Massachusetts
$1.43K -$649 -23 -32%
SAM
141
Smartleaf Asset Management
Massachusetts
$1.08K +$1.04K +37 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K +$423 +15 +42%
TCCM
143
Timber Creek Capital Management
Massachusetts
$825
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$793 -$15.1K -535 -95%
JWA
145
JFS Wealth Advisors
Pennsylvania
$734
AF
146
Advisornet Financial
Minnesota
$734 +$705 +25 New
BIA
147
Bell Investment Advisors
California
$520 +$508 +18 New
FMII
148
Farmers & Merchants Investments Inc
Nebraska
$428
AWM
149
Abound Wealth Management
Tennessee
$337
LFG
150
Larson Financial Group
Missouri
$337 +$56 +2 +20%

TR Hedge Fund Activity: Q2 2024 in Review

156 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q2 2024, worth a combined $356M — up 6% from $336M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TR and 24 opened new positions — a net loss of 1 holder — while 54 trimmed existing stakes and 59 added.

The largest buyer was First Trust Advisors, adding an estimated $46.7M. The largest seller was BlackRock, cutting an estimated $3.5M.

  • 156 institutional investors held Tootsie Roll Industries (TR) as of Q2 2024, down from 159 in Q1 2024.
  • Funds reported $356M of Tootsie Roll Industries stock for Q2 2024, up 6% quarter-over-quarter.
  • 24 funds opened new Tootsie Roll Industries positions in Q2 2024 and 25 closed out, a net change of -1 holder.
  • The largest Tootsie Roll Industries buyer in Q2 2024 was First Trust Advisors, an estimated $46.7M added.
  • The largest Tootsie Roll Industries seller in Q2 2024 was BlackRock, an estimated $3.5M sold.

Based on aggregated 13F filings for Q2 2024.