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Tootsie Roll Industries

166 hedge funds and large institutions have $439M invested in Tootsie Roll Industries in 2021 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 35 increasing their positions, 90 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $41.4M | Put options by funds: $34.8M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 181166 (-15)

12% less capital invested

Capital invested by funds: $499M → $439M (-$60M)

12.73% less ownership

Funds ownership: 51.09%38.36% (-13%)

30% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 44

61% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 90

Holders
166
Holders Change
-15
Holders Change %
-8.29%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
35
Reduced
90
Closed
44
Calls
$41.4M
Puts
$34.8M
Net Calls
+$6.58M
Net Calls Change
+$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$83.3M +$10.2M +372,440 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.4M -$3.93M -143,048 -6%
ProShare Advisors
3
ProShare Advisors
Maryland
$30.6M +$3.1M +112,760 +12%
Invesco
4
Invesco
Georgia
$26M -$8.36M -304,328 -25%
Wells Fargo
5
Wells Fargo
California
$22.8M -$8.42M -306,303 -28%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$20.7M -$741K -26,957 -4%
State Street
7
State Street
Massachusetts
$17.6M -$1.97M -71,829 -10%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.5M -$7.9M -287,604 -38%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$12.1M +$1.16M +42,211 +11%
RHFI
10
Reilly Herbert Faulkner III
$11.2M +$3.24M +118,002 +43%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$9.6M +$1.09M +39,707 +13%
Northern Trust
12
Northern Trust
Illinois
$9.34M -$941K -34,246 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.31M +$7.03M +255,826 New
HA
14
Heartland Advisors
Wisconsin
$5.95M +$5.72M +208,180 New
SCA
15
STALEY CAPITAL ADVISERS
Pennsylvania
$5.46M +$5.25M +190,888 New
DZ Bank
16
DZ Bank
Germany
$4.68M -$412K -15,004 -8%
PI
17
PEAK6 Investments
Illinois
$4.44M +$3.81M +138,558 +821%
Charles Schwab
18
Charles Schwab
California
$3.89M +$90.2K +3,282 +2%
GF
19
Gabelli Funds
New York
$3.71M -$12M -435,684 -77%
Bank of America
20
Bank of America
North Carolina
$3.51M -$14.1K -513 -0.4%
Morgan Stanley
21
Morgan Stanley
New York
$3.14M -$6.87M -250,043 -69%
GI
22
GAMCO Investors
Connecticut
$3.09M -$22.9M -832,742 -88%
PPA
23
Parametric Portfolio Associates
Washington
$2.93M -$81.5K -2,967 -3%
JP Morgan Chase
24
JP Morgan Chase
New York
$2.88M +$1.1M +40,117 +66%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$2.75M +$367K +13,370 +16%

TR Hedge Fund Activity: Q1 2021 in Review

166 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q1 2021, worth a combined $439M — down 12% from $499M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of TR and 31 opened new positions — a net loss of 13 holders — while 90 trimmed existing stakes and 35 added.

The largest buyer was BlackRock, adding an estimated $10.2M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $26.9M sold.

  • 166 institutional investors held Tootsie Roll Industries (TR) as of Q1 2021, down from 181 in Q4 2020.
  • Funds reported $439M of Tootsie Roll Industries stock for Q1 2021, down 12% quarter-over-quarter.
  • 31 funds opened new Tootsie Roll Industries positions in Q1 2021 and 44 closed out, a net change of -13 holders.
  • The largest Tootsie Roll Industries buyer in Q1 2021 was BlackRock, an estimated $10.2M added.
  • The largest Tootsie Roll Industries seller in Q1 2021 was T. Rowe Price Associates, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2021.