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Otter Tail

121 hedge funds and large institutions have $374M invested in Otter Tail in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

150% more call options, than puts

Call options by funds: $65K | Put options by funds: $26K

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

12% more funds holding

Funds holding: 108121 (+13)

8% more capital invested

Capital invested by funds: $347M → $374M (+$26.7M)

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
37
Reduced
31
Closed
8
Calls
$65K
Puts
$26K
Net Calls
+$39K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$2.01M +$979K +33,215 +103%
Renaissance Technologies
27
Renaissance Technologies
New York
$1.86M +$1.78M +60,362 New
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.8M
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.8M -$640K -21,707 -27%
TA
30
Teachers Advisors
New York
$1.75M +$42.5K +1,440 +3%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$1.67M -$46K -1,560 -3%
MHI
32
Miller Howard Investments
New York
$1.57M +$1.5M +50,939 New
BG
33
BlackRock Group
United Kingdom
$1.55M +$83.3K +2,825 +6%
MAM
34
Martingale Asset Management
Massachusetts
$1.44M +$130K +4,400 +10%
Invesco
35
Invesco
Georgia
$1.31M +$132K +4,490 +12%
ZCM
36
Zebra Capital Management
Connecticut
$1.28M +$866K +29,371 +238%
OC
37
Oppenheimer & Co
New York
$1.2M +$470K +15,925 +69%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.17M +$245K +8,300 +28%
US Bancorp
39
US Bancorp
Minnesota
$1.16M -$44.4K -1,505 -4%
ProShare Advisors
40
ProShare Advisors
Maryland
$1.13M +$1.08M +36,673 New
Prudential Financial
41
Prudential Financial
New Jersey
$1.12M +$492K +16,700 +85%
NSEDCP
42
NJ State Employees Deferred Compensation Plan
New Jersey
$1.08M
Bank of America
43
Bank of America
North Carolina
$1M -$149K -5,037 -13%
SO
44
STRS Ohio
Ohio
$991K
Goldman Sachs
45
Goldman Sachs
New York
$977K -$1.15M -38,856 -55%
Mariner
46
Mariner
Kansas
$925K +$10.2K +346 +1%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$919K +$384K +13,036 +78%
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$918K
NFA
49
Nationwide Fund Advisors
Ohio
$862K -$2.21K -75 -0.3%
WT
50
Whittier Trust
California
$840K

OTTR Hedge Fund Activity: Q1 2014 in Review

121 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2014, worth a combined $374M — up 7.7% from $347M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 8 closed out — a net gain of 13 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.02M. The largest seller was First Washington Corp, exiting entirely with an estimated $2.9M sold.

  • 121 institutional investors held Otter Tail (OTTR) as of Q1 2014, up from 108 in Q4 2013.
  • Funds reported $374M of Otter Tail stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2014 and 8 closed out, a net change of +13 holders.
  • The largest Otter Tail buyer in Q1 2014 was Vanguard Group, an estimated $3.02M added.
  • The largest Otter Tail seller in Q1 2014 was First Washington Corp, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2014.