We are live on ! Find out more
OTTR icon

Otter Tail

118 hedge funds and large institutions have $382M invested in Otter Tail in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,325% more call options, than puts

Call options by funds: $457K | Put options by funds: $4K

2% more capital invested

Capital invested by funds: $374M → $382M (+$8.5M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2% less funds holding

Funds holding: 121118 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
39
Reduced
40
Closed
16
Calls
$457K
Puts
$4K
Net Calls
+$453K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.87M +$97.9K +3,365 +6%
MHI
27
Miller Howard Investments
New York
$1.68M +$133K +4,555 +9%
AllianceBernstein
28
AllianceBernstein
Tennessee
$1.67M -$96.2K -3,305 -6%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.6M -$34.1K -1,173 -2%
TA
30
Teachers Advisors
New York
$1.6M -$115K -3,951 -7%
FWC
31
First Washington Corp
Washington
$1.48M +$1.42M +48,898 New
First Trust Advisors
32
First Trust Advisors
Illinois
$1.44M +$769K +26,411 +124%
Invesco
33
Invesco
Georgia
$1.3M +$7.54K +259 +0.6%
Prudential Financial
34
Prudential Financial
New Jersey
$1.23M +$121K +4,145 +11%
ZCM
35
Zebra Capital Management
Connecticut
$1.19M -$67.4K -2,315 -6%
US Bancorp
36
US Bancorp
Minnesota
$1.16M +$10.9K +375 +1%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.15M
OC
38
Oppenheimer & Co
New York
$1.11M -$68K -2,337 -6%
MAM
39
Martingale Asset Management
Massachusetts
$1.09M -$314K -10,800 -23%
NSEDCP
40
NJ State Employees Deferred Compensation Plan
New Jersey
$1.06M
Bank of America
41
Bank of America
North Carolina
$982K -$4.98K -171 -0.5%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$967K +$61.1K +2,100 +7%
Citadel Advisors
43
Citadel Advisors
Florida
$926K +$390K +13,382 +78%
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$903K
Mariner
45
Mariner
Kansas
$901K -$7.77K -267 -0.9%
Goldman Sachs
46
Goldman Sachs
New York
$880K -$77.9K -2,675 -8%
NFA
47
Nationwide Fund Advisors
Ohio
$848K +$58 +2 +0%
U
48
UBS
Switzerland
$826K -$1.7M -58,376 -68%
WT
49
Whittier Trust
California
$826K
BG
50
BlackRock Group
United Kingdom
$815K -$679K -23,338 -46%

OTTR Hedge Fund Activity: Q2 2014 in Review

118 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2014, worth a combined $382M — up 2.3% from $374M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 13 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 39 added.

The largest buyer was Norges Bank, adding an estimated $9.81M. The largest seller was BlackRock Fund Advisors, cutting an estimated $2.45M.

  • 118 institutional investors held Otter Tail (OTTR) as of Q2 2014, down from 121 in Q1 2014.
  • Funds reported $382M of Otter Tail stock for Q2 2014, up 2.3% quarter-over-quarter.
  • 13 funds opened new Otter Tail positions in Q2 2014 and 16 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q2 2014 was Norges Bank, an estimated $9.81M added.
  • The largest Otter Tail seller in Q2 2014 was BlackRock Fund Advisors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2014.