Tootsie Roll Industries
178 hedge funds and large institutions have $500M invested in Tootsie Roll Industries in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 9 closing their positions.
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
10% more funds holding
Funds holding: 162 → 178 (+16)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.32% less ownership
Funds ownership: 47.46% → 47.14% (-0.32%)
4% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 55
6% less capital invested
Capital invested by funds: $530M → $500M (-$29.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
+$1.95M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.77M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$1.35M |
| 4 |
JP Morgan Chase
New York
|
+$938K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$5.92M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$2.55M |
| 3 |
Renaissance Technologies
New York
|
-$1.75M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$1.59M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LCM
176
Laurion Capital Management
New York
| – | -$452K | -15,527 | Closed |
|
177
Wolverine Trading
Chicago,
Illinois
| – | -$321K | -11,038 | Closed |
|
|
JAM
178
Jolley Asset Management
Rocky Mount,
North Carolina
| – | -$266K | -9,133 | Closed |
|
179
Two Sigma Investments
New York
| – | -$262K | -8,983 | Closed |
|
|
RHBC
180
R.H. Bluestein & Co
Birmingham,
Michigan
| – | -$240K | -8,225 | Closed |
|
|
CSIC
181
Clifford Swan Investment Counsel
Pasadena,
California
| – | -$205K | -7,022 | Closed |
|
|
BONST
182
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| – | -$7K | -224 | Closed |
|
|
SWP
183
Stratos Wealth Partners
Beachwood,
Ohio
| – | +$28 | +1 | New |
|
|
TL
184
TrueWealth LLC
Atlanta,
Georgia
| – | +$84 | +3 | New |
|
|
SIC
185
Salem Investment Counselors
Winston Salem,
North Carolina
| – | +$280 | +10 | New |
|
TR Hedge Fund Activity: Q4 2017 in Review
178 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q4 2017, worth a combined $500M — down 5.5% from $530M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new TR positions and 9 closed out — a net gain of 16 holders — while 53 added to existing stakes and 55 trimmed.
The largest buyer was Russell Investments Group, adding an estimated $1.95M. The largest seller was GAMCO Investors, cutting an estimated $5.92M.
- 178 institutional investors held Tootsie Roll Industries (TR) as of Q4 2017, up from 162 in Q3 2017.
- Funds reported $500M of Tootsie Roll Industries stock for Q4 2017, down 5.5% quarter-over-quarter.
- 25 funds opened new Tootsie Roll Industries positions in Q4 2017 and 9 closed out, a net change of +16 holders.
- The largest Tootsie Roll Industries buyer in Q4 2017 was Russell Investments Group, an estimated $1.95M added.
- The largest Tootsie Roll Industries seller in Q4 2017 was GAMCO Investors, an estimated $5.92M sold.
Based on aggregated 13F filings for Q4 2017.