We are live on ! Find out more
OTTR icon

Otter Tail
OTTR

128 hedge funds and large institutions have $383M invested in Otter Tail in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $334M → $383M (+$48.8M)

10% more funds holding

Funds holding: 116 → 128 (+12)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
3.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
47
Reduced
25
Closed
10
Calls
$576K
Puts
–
Net Calls
+$576K
Net Calls Change
+$222K

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$3.22M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.16M
3
LSV Asset Management
LSV Asset Management
Illinois
+$2.49M
4
BCM
Bridgeway Capital Management
Texas
+$2.13M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$3.31M
2
PAIM
Punch & Associates Investment Management
Minnesota
-$2.67M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.47M
4
Bank of America
Bank of America
North Carolina
-$1.64M
5
Norges Bank
Norges Bank
Norway
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.82M +$162K +5,890 +11%
ZCM
27
Zebra Capital Management
Connecticut
$1.8M +$363K +13,212 +28%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.77M +$1.38M +50,295 +530%
TA
29
Teachers Advisors
New York
$1.75M +$129K +4,713 +9%
Citigroup
30
Citigroup
New York
$1.72M +$1.15M +42,061 +263%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.63M +$310K +11,300 +25%
AllianceBernstein
32
AllianceBernstein
Tennessee
$1.62M +$19.2K +700 +1%
MHI
33
Miller Howard Investments
New York
$1.61M +$151K +5,510 +11%
Deutsche Bank
34
Deutsche Bank
Germany
$1.6M +$598K +21,806 +67%
UBS Group
35
UBS Group
Switzerland
$1.59M +$366K +13,342 +33%
Wells Fargo
36
Wells Fargo
California
$1.53M +$639K +23,292 +82%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.52M +$310K +11,311 +28%
Macquarie Group
38
Macquarie Group
Australia
$1.49M +$1.38M +50,200 New
Invesco
39
Invesco
Georgia
$1.28M -$225K -8,189 -16%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$1.26M – – –
WRHAM
41
W.R. Huff Asset Management
Florida
$1.21M – – –
Bank of America
42
Bank of America
North Carolina
$1.15M -$1.64M -59,616 -60%
AQR Capital Management
43
AQR Capital Management
Connecticut
$1.12M +$101K +3,697 +11%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.09M +$1.01M +36,907 New
BG
45
BlackRock Group
United Kingdom
$1.03M -$12.1K -441 -1%
NSEDCP
46
NJ State Employees Deferred Compensation Plan
New Jersey
$989K – – –
AIG
47
American International Group
New York
$875K +$5.74K +209 +0.7%
MLICM
48
Metropolitan Life Insurance Company (MetLife)
New York
$821K – – –
WT
49
Whittier Trust
California
$815K – – –
ICOA
50
Investment Centers of America
North Dakota
$804K +$319K +11,628 +75%
1
2
3 4 5

OTTR Hedge Fund Activity: Q1 2016 in Review

128 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2016, worth a combined $383M — up 15% from $334M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OTTR positions and 10 closed out — a net gain of 12 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $3.22M. The largest seller was Advisors Asset Management, cutting an estimated $3.31M.

  • 128 institutional investors held Otter Tail (OTTR) as of Q1 2016, up from 116 in Q4 2015.
  • Funds reported $383M of Otter Tail stock for Q1 2016, up 15% quarter-over-quarter.
  • 22 funds opened new Otter Tail positions in Q1 2016 and 10 closed out, a net change of +12 holders.
  • The largest Otter Tail buyer in Q1 2016 was Renaissance Technologies, an estimated $3.22M added.
  • The largest Otter Tail seller in Q1 2016 was Advisors Asset Management, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2016.