We are live on ! Find out more
TR icon

Tootsie Roll Industries

190 hedge funds and large institutions have $550M invested in Tootsie Roll Industries in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 53 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,239% more call options, than puts

Call options by funds: $961K | Put options by funds: $18K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2% more capital invested

Capital invested by funds: $539M → $550M (+$11.4M)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

2% less funds holding

Funds holding: 193190 (-3)

4.13% less ownership

Funds ownership: 49.73%45.6% (-4.1%)

40% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 89

Holders
190
Holders Change
-3
Holders Change %
-1.55%
% of All Funds
4.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
29
Increased
53
Reduced
89
Closed
29
Calls
$961K
Puts
$18K
Net Calls
+$943K
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
151
WhitTier Trust Company
Nevada
$35K -$987 -35 -3%
LIA
152
LS Investment Advisors
Michigan
$34K -$959 -34 -3%
GAM
153
GQ Asset Management
New York
$32K +$29.5K +1,047 New
Kayne Anderson Rudnick Investment Management
154
Kayne Anderson Rudnick Investment Management
California
$30K +$28.6K +1,013 New
MMG
155
Monetary Management Group
Missouri
$26K -$733 -26 -3%
VAIA
156
Virtus Alternative Investment Advisers
Connecticut
$22K +$11.2K +398 +126%
HFA
157
HC Financial Advisors
California
$15K +$14.3K +506 New
GI
158
Gradient Investments
Minnesota
$14K -$367 -13 -3%
BCA
159
Berman Capital Advisors
Georgia
$13K
GWM
160
Geneos Wealth Management
Colorado
$12K -$10.3K -365 -47%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$12K
HDIM
162
Hanson & Doremus Investment Management
Vermont
$10K
AA
163
Ancora Advisors
Ohio
$10K +$9.25K +328 New
CFGS
164
Concourse Financial Group Securities
Alabama
$8K
Pacer Advisors
165
Pacer Advisors
Pennsylvania
$7K -$221K -7,820 -97%
AAMU
166
Amundi Asset Management US
Massachusetts
$6K -$101K -3,591 -95%
LC
167
Lindbrook Capital
California
$6K +$1.41K +50 +36%
SFS
168
Sowell Financial Services
Arkansas
$6K +$5.25K +186 New
II
169
Inspire Investing
Idaho
$6K +$5.58K +198 New
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$141 -5 -3%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$5K -$113 -4 -2%
HGWM
172
Harvest Group Wealth Management
Massachusetts
$4K -$141 -5 -3%
EI
173
Ellevest Inc
New York
$4K +$3.21K +114 +814%
ST
174
Smithfield Trust
Pennsylvania
$3K +$2.71K +96 New
EFSCE
175
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$56 -2 -3%

TR Hedge Fund Activity: Q1 2020 in Review

190 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q1 2020, worth a combined $550M — up 2.1% from $539M a quarter earlier.

Fund positioning in TR was balanced in Q1 2020: 29 funds opened new positions, 29 closed out, 53 added to existing stakes and 89 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.23M. The largest seller was Royce & Associates, cutting an estimated $15.5M.

  • 190 institutional investors held Tootsie Roll Industries (TR) as of Q1 2020, down from 193 in Q4 2019.
  • Funds reported $550M of Tootsie Roll Industries stock for Q1 2020, up 2.1% quarter-over-quarter.
  • 29 funds opened new Tootsie Roll Industries positions in Q1 2020 and 29 closed out, a net change of 0 holders.
  • The largest Tootsie Roll Industries buyer in Q1 2020 was Wells Fargo, an estimated $4.23M added.
  • The largest Tootsie Roll Industries seller in Q1 2020 was Royce & Associates, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2020.