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Tootsie Roll Industries

161 hedge funds and large institutions have $345M invested in Tootsie Roll Industries in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $628K | Put options by funds: $365K

40% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 20

3% more funds holding

Funds holding: 156161 (+5)

3% less capital invested

Capital invested by funds: $356M → $345M (-$11.2M)

1.18% less ownership

Funds ownership: 29.85%28.67% (-1.2%)

15% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 54

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
2.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
46
Reduced
54
Closed
20
Calls
$628K
Puts
$365K
Net Calls
+$263K
Net Calls Change
-$217K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
126
Harbour Investments
Wisconsin
$21.1K +$228 +8 +1%
GRP
127
Global Retirement Partners
California
$20.4K
CF
128
Corebridge Financial
Texas
$20.1K -$2.93K -103 -13%
TSMHT
129
Thurston Springer Miller Herd & Titak
Indiana
$16.8K -$16.4K -575 -50%
ME
130
McIlrath & Eck
Washington
$11.1K
LFA
131
LGT Financial Advisors
Texas
$11K
Bessemer Group
132
Bessemer Group
New Jersey
$10K +$5.12K +180 +120%
LC
133
Lindbrook Capital
California
$8.3K -$16.6K -583 -67%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$7K +$4.9K +172 +337%
CA
135
CoreCap Advisors
Michigan
$6.63K +$6.46K +227 New
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$6.29K -$167K -5,871 -96%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$5.82K +$1.31K +46 +30%
CAL
138
Capital Advisors Ltd
Ohio
$4K
ST
139
Smithfield Trust
Pennsylvania
$4K
EWA
140
EverSource Wealth Advisors
Alabama
$3.04K
BTI
141
Blue Trust Inc
Georgia
$3K -$10.5K -368 -78%
HNB
142
Huntington National Bank
Ohio
$2.35K -$2.88K -101 -55%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$1.55K
S
144
Sachetta
Massachusetts
$1.46K
AF
145
Allworth Financial
California
$1.24K -$313 -11 -21%
HWM
146
Hemington Wealth Management
Virginia
$1K +$1.28K +45 New
CPA
147
Capital Performance Advisors
California
$991 +$968 +34 New
JWA
148
JFS Wealth Advisors
Pennsylvania
$775 +$57 +2 +8%
AF
149
Advisornet Financial
Minnesota
$743
SAM
150
Smartleaf Asset Management
Massachusetts
$722 -$370 -13 -35%

TR Hedge Fund Activity: Q3 2024 in Review

161 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q3 2024, worth a combined $345M — down 3.2% from $356M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TR positions and 20 closed out — a net gain of 8 holders — while 46 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, adding an estimated $9.02M. The largest seller was First Trust Advisors, cutting an estimated $46.4M.

  • 161 institutional investors held Tootsie Roll Industries (TR) as of Q3 2024, up from 156 in Q2 2024.
  • Funds reported $345M of Tootsie Roll Industries stock for Q3 2024, down 3.2% quarter-over-quarter.
  • 28 funds opened new Tootsie Roll Industries positions in Q3 2024 and 20 closed out, a net change of +8 holders.
  • The largest Tootsie Roll Industries buyer in Q3 2024 was Millennium Management, an estimated $9.02M added.
  • The largest Tootsie Roll Industries seller in Q3 2024 was First Trust Advisors, an estimated $46.4M sold.

Based on aggregated 13F filings for Q3 2024.