Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Tootsie Roll Inds Inc (TR)

220 + Investors. Track Smart Money conviction in TR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — TR

Based on 221 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
221 hedge funds hold TR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

142 buying76 selling
Last quarter: 142 funds were net buyers (36 opened a brand new position + 106 added to an existing one). Only 76 were sellers (50 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new TR position: 33 → 46 → 30 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 14% medium ■ 19% new
148 out of 221 hedge funds have held TR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

27 → 33 → 46 → 30 → 36 new funds/Q
New funds entering each quarter: 33 → 46 → 30 → 36. TR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 5% 1-2yr ■ 24% new
Of 223 current holders: 158 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
43 of 221 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TR

In 2026 Q1, 142 hedge funds were net buyers of TR (36 opened a new position, 106 added to an existing one), while 76 reduced or exited (50 trimmed, 26 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. 38% of total institutional value in TR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 221.

Hedge Fund Ownership: TR

How many hedge funds hold TR — quarterly history vs. share price
Quarterly hedge fund ownership of TR vs. share price

Market Analysis: TR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Tootsie Roll Inds Inc (TR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TR has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
TR
-13.0%
XLP
+2.1%

TR outperformed XLP by -15.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TR
-7.2%
XLP
-1.1%

Since the filing became public, TR outperformed XLP by -6.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: TR
220 + Investors

Track Smart Money conviction in TR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 220 211 4.27%
13F Shares 13M 13M 0.39%
Total Value $559M $499M 12.01%
New Positions 35 30 +5
Increased Positions 105 71 +34
Closed Positions 26 33 -7
Reduced Positions 50 62 -12
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TR

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

220 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HFR Wealth Management, LLC 3.04% 289,709 $12.4M
2 Bfsg, LLC 0.73% 180,382 $7.7M
3 Hussman Strategic Advisors, INC. 0.60% 64,890 $2.8M
4 Yorktown Management & Research Co Inc 0.38% 10,609 $453K
5 Brown, Lisle/Cummings, INC. 0.38% 35,506 $1.5M
6 Virtus Advisers, LLC 0.29% 14,556 $622K
7 Corient IA LLC 0.17% 4,116 $176K
8 Seelaus Asset Management LLC 0.16% 5,115 $219K
9 Reik & CO., LLC 0.16% 13,246 $566K
10 Sargent Investment Group, LLC 0.08% 15,013 $641K
11 Marble Harbor Investment Counsel, LLC 0.08% 17,844 $762K
12 Empirical Asset Management, LLC 0.07% 6,018 $257K
13 Landscape Capital Management, L.L.C. 0.07% 24,587 $1.1M
14 Burns J W & Co Inc/Ny 0.05% 10,633 $454K
15 Nebula Research & Development LLC 0.05% 17,770 $594K
16 Arete Wealth Advisors, LLC 0.05% 14,182 $607K
17 Brooklyn Investment Group 0.04% 33,055 $1.4M
18 Rodgers Brothers Inc. 0.04% 8,406 $359K
19 Robertson Stephens Wealth Management, LLC 0.04% 30,465 $1.3M
20 Gamco Investors, INC. Et Al 0.03% 72,249 $3.1M
21 Renaissance Technologies LLC 0.03% 453,792 $19.4M
22 AlphaQuest LLC 0.03% 14,251 $522K
23 Gabelli Funds LLC 0.03% 99,395 $4.2M
24 Seneschal Advisors, LLC 0.03% 847 $36K
25 Allspring Global Investments Holdings, LLC 0.03% 348,348 $15.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Tootsie Roll Inds Inc (TR)

What does the Smart Money Trend signal show for TR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TR?

More buyers than sellers — 65% buying: Last quarter: 142 funds were net buyers (36 opened a brand new position + 106 added to an existing one). Only 76 were sellers (50 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TR holders?

Strong quality — 38% AUM from major funds: 43 of 221 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TR?

67% of holders stayed for 2+ years: 148 out of 221 hedge funds have held TR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Tootsie Roll Inds Inc (TR) following the 2026 Q1 hedge fund 13F filings?

As of today, TR has moved -7.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the XLP sector ETF — an outperformance of -6.1%. Since the quarter end (March 31, 2026), TR has gained -13.0% vs +2.1% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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