Tootsie Roll Industries
174 hedge funds and large institutions have $472M invested in Tootsie Roll Industries in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
21% more capital invested
Capital invested by funds: $391M → $472M (+$81.2M)
3% more funds holding
Funds holding: 169 → 174 (+5)
1.76% less ownership
Funds ownership: 32.75% → 30.99% (-1.8%)
11% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 57
21% less call options, than puts
Call options by funds: $2.23M | Put options by funds: $2.8M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$8.75M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.46M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.24M |
| 4 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$1.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$824K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$5.49M |
| 2 |
Goldman Sachs
New York
|
-$2.08M |
| 3 |
Renaissance Technologies
New York
|
-$1.15M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$1.07M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$1.01M |
TR Hedge Fund Activity: Q4 2022 in Review
174 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Tootsie Roll Industries (TR) for Q4 2022, worth a combined $472M — up 21% from $391M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new TR positions and 15 closed out — a net gain of 9 holders — while 51 added to existing stakes and 57 trimmed.
The largest buyer was Invesco, adding an estimated $8.75M. The largest seller was Allspring Global Investments, cutting an estimated $5.49M.
- 174 institutional investors held Tootsie Roll Industries (TR) as of Q4 2022, up from 169 in Q3 2022.
- Funds reported $472M of Tootsie Roll Industries stock for Q4 2022, up 21% quarter-over-quarter.
- 24 funds opened new Tootsie Roll Industries positions in Q4 2022 and 15 closed out, a net change of +9 holders.
- The largest Tootsie Roll Industries buyer in Q4 2022 was Invesco, an estimated $8.75M added.
- The largest Tootsie Roll Industries seller in Q4 2022 was Allspring Global Investments, an estimated $5.49M sold.
Based on aggregated 13F filings for Q4 2022.