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Otter Tail

119 hedge funds and large institutions have $403M invested in Otter Tail in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,308% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $13K

3% more capital invested

Capital invested by funds: $393M → $403M (+$10.1M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 121119 (-2)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
41
Closed
16
Calls
$1.48M
Puts
$13K
Net Calls
+$1.47M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
MHI
26
Miller Howard Investments
New York
$1.91M -$21.1K -664 -1%
Renaissance Technologies
27
Renaissance Technologies
New York
$1.87M +$1.32M +41,600 +250%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$1.82M +$41.4K +1,300 +2%
AllianceBernstein
29
AllianceBernstein
Tennessee
$1.78M
Citadel Advisors
30
Citadel Advisors
Florida
$1.76M -$520K -16,320 -23%
TA
31
Teachers Advisors
New York
$1.67M +$32K +1,005 +2%
LSV Asset Management
32
LSV Asset Management
Illinois
$1.64M
Invesco
33
Invesco
Georgia
$1.48M -$43.5K -1,367 -3%
EVM
34
Eaton Vance Management
Massachusetts
$1.43M +$1.42M +44,480 New
US Bancorp
35
US Bancorp
Minnesota
$1.41M -$12.7K -400 -0.9%
WRHAM
36
W.R. Huff Asset Management
Florida
$1.31M -$194K -6,080 -13%
Swiss National Bank
37
Swiss National Bank
Switzerland
$1.23M
OC
38
Oppenheimer & Co
New York
$1.15M -$12.7K -400 -1%
NSEDCP
39
NJ State Employees Deferred Compensation Plan
New Jersey
$1.13M
Deutsche Bank
40
Deutsche Bank
Germany
$1.06M +$154K +4,837 +17%
UBS Group
41
UBS Group
Switzerland
$1.04M +$39.2K +1,231 +4%
AIG
42
American International Group
New York
$993K +$1.85K +58 +0.2%
MLICM
43
Metropolitan Life Insurance Company (MetLife)
New York
$932K -$9.62K -302 -1%
BG
44
BlackRock Group
United Kingdom
$930K +$38.8K +1,219 +4%
MAM
45
Martingale Asset Management
Massachusetts
$918K
GC
46
Guggenheim Capital
Illinois
$914K +$445K +13,967 +97%
WT
47
Whittier Trust
California
$877K
Bank of America
48
Bank of America
North Carolina
$869K -$21.3K -670 -2%
NFA
49
Nationwide Fund Advisors
Ohio
$858K -$30K -941 -3%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$856K +$4.24K +133 +0.5%

OTTR Hedge Fund Activity: Q1 2015 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2015, worth a combined $403M — up 2.6% from $393M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 15 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 34 added.

The largest buyer was Advisors Asset Management, adding an estimated $3.73M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.9M sold.

  • 119 institutional investors held Otter Tail (OTTR) as of Q1 2015, down from 121 in Q4 2014.
  • Funds reported $403M of Otter Tail stock for Q1 2015, up 2.6% quarter-over-quarter.
  • 15 funds opened new Otter Tail positions in Q1 2015 and 16 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2015 was Advisors Asset Management, an estimated $3.73M added.
  • The largest Otter Tail seller in Q1 2015 was Goldman Sachs, an estimated $4.9M sold.

Based on aggregated 13F filings for Q1 2015.