We are live on ! Find out more
TR icon

Tootsie Roll Industries

177 hedge funds and large institutions have $398M invested in Tootsie Roll Industries in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 54 increasing their positions, 69 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $531K | Put options by funds: $304K

3.01% less ownership

Funds ownership: 33.07%30.06% (-3%)

7% less funds holding

Funds holding: 191177 (-14)

22% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 69

29% less capital invested

Capital invested by funds: $564M → $398M (-$166M)

33% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
177
Holders Change
-14
Holders Change %
-7.33%
% of All Funds
2.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
54
Reduced
69
Closed
43
Calls
$531K
Puts
$304K
Net Calls
+$227K
Net Calls Change
-$804K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$3K -$37 -1 -1%
CWA
152
Clearview Wealth Advisors
Oregon
$2.23K -$657K -18,009 -100%
Simplex Trading
153
Simplex Trading
Illinois
$2K +$3.03K +83 New
LC
154
Lindbrook Capital
California
$1.88K -$438 -12 -17%
VCM
155
Versant Capital Management
Arizona
$1.52K -$2.96K -81 -63%
TWC
156
TD Waterhouse Canada
Ontario, Canada
$1.17K
JWA
157
JFS Wealth Advisors
Pennsylvania
$1.03K -$73 -2 -6%
TCCM
158
Timber Creek Capital Management
Massachusetts
$956
GWS
159
Glassman Wealth Services
Virginia
$850
GGI
160
Godsey & Gibb Inc
Virginia
$602
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$496
New York State Common Retirement Fund
162
New York State Common Retirement Fund
New York
$425 -$395K -10,830 -100%
PFBT
163
Parkside Financial Bank & Trust
Missouri
$425
AWM
164
Abound Wealth Management
Tennessee
$390 +$438 +12 New
FGAM
165
Financial Gravity Asset Management
Texas
$360 +$1.39K +38 New
Russell Investments Group
166
Russell Investments Group
United Kingdom
$319 -$2.88K -79 -89%
LFG
167
Larson Financial Group
Missouri
$319
SIC
168
Salem Investment Counselors
North Carolina
$284
DI
169
Disciplined Investments
Oklahoma
$283 -$37 -1 -10%
SIC
170
SJS Investment Consulting
Ohio
$248 -$110 -3 -27%
SIS
171
Sound Income Strategies
Florida
$248
CFGS
172
Concourse Financial Group Securities
Alabama
$213
BAAM
173
Baker Avenue Asset Management
California
$212
WTC
174
WhitTier Trust Company
Nevada
$106
CJL
175
Cyrus J. Lawrence
New York
$83 +$2.7K +74 +3%

TR Hedge Fund Activity: Q2 2023 in Review

177 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q2 2023, worth a combined $398M — down 29% from $564M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of TR and 29 opened new positions — a net loss of 14 holders — while 69 trimmed existing stakes and 54 added.

The largest buyer was Millennium Management, adding an estimated $12.2M. The largest seller was BlackRock, cutting an estimated $35.6M.

  • 177 institutional investors held Tootsie Roll Industries (TR) as of Q2 2023, down from 191 in Q1 2023.
  • Funds reported $398M of Tootsie Roll Industries stock for Q2 2023, down 29% quarter-over-quarter.
  • 29 funds opened new Tootsie Roll Industries positions in Q2 2023 and 43 closed out, a net change of -14 holders.
  • The largest Tootsie Roll Industries buyer in Q2 2023 was Millennium Management, an estimated $12.2M added.
  • The largest Tootsie Roll Industries seller in Q2 2023 was BlackRock, an estimated $35.6M sold.

Based on aggregated 13F filings for Q2 2023.