We are live on ! Find out more
TR icon

Tootsie Roll Industries

160 hedge funds and large institutions have $358M invested in Tootsie Roll Industries in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $345M → $358M (+$13.2M)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

0% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 26

0.15% less ownership

Funds ownership: 28.67%28.52% (-0.15%)

1% less funds holding

Funds holding: 161160 (-1)

51% less call options, than puts

Call options by funds: $336K | Put options by funds: $688K

Holders
160
Holders Change
-1
Holders Change %
-0.62%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
46
Reduced
45
Closed
26
Calls
$336K
Puts
$688K
Net Calls
-$352K
Net Calls Change
-$615K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$17K +$10.1K +341 +153%
LC
127
Lindbrook Capital
California
$13.4K +$4.61K +156 +55%
Bessemer Group
128
Bessemer Group
New Jersey
$13K +$2.83K +96 +29%
API
129
Asset Planning Inc
California
$11.8K +$11.4K +386 New
ME
130
McIlrath & Eck
Washington
$11.6K
LFA
131
LGT Financial Advisors
Texas
$11.4K
BTI
132
Blue Trust Inc
Georgia
$9.96K +$6.59K +223 +214%
CA
133
CoreCap Advisors
Michigan
$6.92K
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$6.66K +$118 +4 +2%
EWA
135
EverSource Wealth Advisors
Alabama
$4.72K +$1.51K +51 +49%
CAL
136
Capital Advisors Ltd
Ohio
$4K
ST
137
Smithfield Trust
Pennsylvania
$4K
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$3.85K -$2.16K -73 -37%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$3.17K +$3.07K +104 New
ACM
140
Aster Capital Management
United Arab Emirates
$2.78K +$2.69K +91 New
SS
141
SBI Securities
Japan
$1.71K +$1.65K +56 New
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$1.62K
S
143
Sachetta
Massachusetts
$1.52K
AF
144
Allworth Financial
California
$1.24K
HWM
145
Hemington Wealth Management
Virginia
$1K +$207 +7 +16%
TCOV
146
Trust Company of Vermont
Vermont
$938 +$916 +31 New
FFA
147
Farther Finance Advisors
California
$841 +$797 +27 +2,700%
JWA
148
JFS Wealth Advisors
Pennsylvania
$776 -$59 -2 -7%
SAM
149
Smartleaf Asset Management
Massachusetts
$707 -$30 -1 -4%
UB
150
UMB Bank
Missouri
$485

TR Hedge Fund Activity: Q4 2024 in Review

160 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q4 2024, worth a combined $358M — up 3.8% from $345M a quarter earlier.

Fund positioning in TR was balanced in Q4 2024: 26 funds opened new positions, 26 closed out, 46 added to existing stakes and 45 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.62M. The largest seller was Millennium Management, cutting an estimated $7.76M.

  • 160 institutional investors held Tootsie Roll Industries (TR) as of Q4 2024, down from 161 in Q3 2024.
  • Funds reported $358M of Tootsie Roll Industries stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 26 funds opened new Tootsie Roll Industries positions in Q4 2024 and 26 closed out, a net change of 0 holders.
  • The largest Tootsie Roll Industries buyer in Q4 2024 was Vanguard Group, an estimated $6.62M added.
  • The largest Tootsie Roll Industries seller in Q4 2024 was Millennium Management, an estimated $7.76M sold.

Based on aggregated 13F filings for Q4 2024.