Tootsie Roll Industries
191 hedge funds and large institutions have $564M invested in Tootsie Roll Industries in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 91 reducing their positions, and 16 closing their positions.
195% more call options, than puts
Call options by funds: $1.56M | Put options by funds: $529K
100% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 16
19% more capital invested
Capital invested by funds: $473M → $564M (+$91.4M)
8% more funds holding
Funds holding: 177 → 191 (+14)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 33.3% → 33.07% (-0.23%)
44% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$8.03M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2.86M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.86M |
| 4 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$1.69M |
| 5 |
Goldman Sachs
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.15M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.03M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$2.06M |
| 4 |
HWM
HFR Wealth Management
Niskayuna,
New York
|
-$1.24M |
| 5 |
SGI
Summit Global Investments
Bountiful,
Utah
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
201
Aquatic Capital Management
Chicago,
Illinois
| – | -$21K | -563 | Closed |
|
202
Rockefeller Capital Management
New York
| – | -$15K | -407 | Closed |
|
203
Balyasny Asset Management
Chicago,
Illinois
| – | -$14.6K | -385 | Closed |
|
|
PWS
204
Paragon Wealth Strategies
Jacksonville,
Florida
| – | -$13K | -344 | Closed |
|
|
FGAM
205
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$530 | -48 | Closed |
|
|
SWM
206
Spire Wealth Management
Mclean,
Virginia
| – | -$2K | -45 | Closed |
|
|
AF
207
Affiance Financial
St. Louis Park,
Minnesota
| – | -$1.45K | -38 | Closed |
|
TR Hedge Fund Activity: Q1 2023 in Review
191 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q1 2023, worth a combined $564M — up 19% from $473M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new TR positions and 16 closed out — a net gain of 16 holders — while 51 added to existing stakes and 91 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $8.03M. The largest seller was Vanguard Group, cutting an estimated $4.15M.
- 191 institutional investors held Tootsie Roll Industries (TR) as of Q1 2023, up from 177 in Q4 2022.
- Funds reported $564M of Tootsie Roll Industries stock for Q1 2023, up 19% quarter-over-quarter.
- 32 funds opened new Tootsie Roll Industries positions in Q1 2023 and 16 closed out, a net change of +16 holders.
- The largest Tootsie Roll Industries buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $8.03M added.
- The largest Tootsie Roll Industries seller in Q1 2023 was Vanguard Group, an estimated $4.15M sold.
Based on aggregated 13F filings for Q1 2023.