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Tootsie Roll Industries

165 hedge funds and large institutions have $344M invested in Tootsie Roll Industries in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $468K | Put options by funds: $79K

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

10% more capital invested

Capital invested by funds: $313M → $344M (+$30.9M)

6% more funds holding

Funds holding: 156165 (+9)

0.17% less ownership

Funds ownership: 28.27%28.1% (-0.17%)

16% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 56

Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
47
Reduced
56
Closed
18
Calls
$468K
Puts
$79K
Net Calls
+$389K
Net Calls Change
+$375K
Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
151
Timber Creek Capital Management
Massachusetts
$897
JWA
152
JFS Wealth Advisors
Pennsylvania
$865 +$117 +4 +17%
TC
153
Truvestments Capital
Florida
$665 +$645 +22 New
AF
154
Advisornet Financial
Minnesota
$598 +$586 +20 New
GGI
155
Godsey & Gibb Inc
Virginia
$566
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$465
AWM
157
Abound Wealth Management
Tennessee
$366
SIC
158
SJS Investment Consulting
Ohio
$300 +$146 +5 +100%
LFG
159
Larson Financial Group
Missouri
$299
SIC
160
Salem Investment Counselors
North Carolina
$267
PFBT
161
Parkside Financial Bank & Trust
Missouri
$167 -$234 -8 -62%
DPW
162
DiNuzzo Private Wealth
Pennsylvania
$167 +$146 +5 New
TWP
163
TFO Wealth Partners
Ohio
$66
PCWA
164
Pacific Capital Wealth Advisors
California
$33 +$29 +1 New
Baird Financial Group
165
Baird Financial Group
Wisconsin
-$1.26M -46,146 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
-$811K -29,692 Closed
SG Americas Securities
167
SG Americas Securities
New York
-$593K -21,683 Closed
NRD
168
Nebula Research & Development
New York
-$488K -17,854 Closed
Jane Street
169
Jane Street
New York
-$405K -14,832 Closed
CCIA
170
Campbell & Co Investment Adviser
Maryland
-$355K -13,001 Closed
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$348K -12,719 Closed
SGI
172
Summit Global Investments
Utah
-$345K -12,638 Closed
AIM
173
Aigen Investment Management
New York
-$236K -8,652 Closed
Walleye Capital
174
Walleye Capital
New York
-$220K -8,039 Closed
Squarepoint
175
Squarepoint
New York
-$215K -7,869 Closed

TR Hedge Fund Activity: Q4 2023 in Review

165 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q4 2023, worth a combined $344M — up 9.9% from $313M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TR positions and 18 closed out — a net gain of 11 holders — while 47 added to existing stakes and 56 trimmed.

The largest buyer was Heartland Advisors, opening a new position worth an estimated $3.34M. The largest seller was Millennium Management, cutting an estimated $5.78M.

  • 165 institutional investors held Tootsie Roll Industries (TR) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $344M of Tootsie Roll Industries stock for Q4 2023, up 9.9% quarter-over-quarter.
  • 29 funds opened new Tootsie Roll Industries positions in Q4 2023 and 18 closed out, a net change of +11 holders.
  • The largest Tootsie Roll Industries buyer in Q4 2023 was Heartland Advisors, an estimated $3.34M added.
  • The largest Tootsie Roll Industries seller in Q4 2023 was Millennium Management, an estimated $5.78M sold.

Based on aggregated 13F filings for Q4 2023.