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Otter Tail
OTTR

143 hedge funds and large institutions have $632M invested in Otter Tail in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $286K

39.43% more ownership

Funds ownership: 0% → 39.43% (+39%)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $514M → $632M (+$118M)

2% more funds holding

Funds holding: 140 → 143 (+3)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
44
Closed
15
Calls
$2.15M
Puts
$286K
Net Calls
+$1.86M
Net Calls Change
+$725K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$9.42M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.27M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.17M
4
Morgan Stanley
Morgan Stanley
New York
+$3.73M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
JGUA
John G. Ullman & Associates
New York
-$5.75M
2
LSV Asset Management
LSV Asset Management
Illinois
-$2.83M
3
MHI
Miller Howard Investments
New York
-$1.86M
4
Norges Bank
Norges Bank
Norway
-$1.63M
5
CS
Credit Suisse
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$3.19M +$3.72K +100 +0.1%
MAM
27
Martingale Asset Management
Massachusetts
$3.14M +$253K +6,803 +10%
PAM
28
Panagora Asset Management
Massachusetts
$2.92M +$469K +12,602 +21%
UBS Group
29
UBS Group
Switzerland
$2.58M +$111K +2,983 +5%
AQR Capital Management
30
AQR Capital Management
Connecticut
$2.46M -$1.1M -29,545 -33%
ZCM
31
Zebra Capital Management
Connecticut
$2.44M -$75.9K -2,042 -3%
CEP
32
Chicago Equity Partners
Illinois
$2.4M +$140K +3,760 +7%
Swiss National Bank
33
Swiss National Bank
Switzerland
$2.27M – – –
AllianceBernstein
34
AllianceBernstein
Tennessee
$2.24M -$25.1K -675 -1%
CS
35
Credit Suisse
Switzerland
$2.23M -$1.4M -37,771 -41%
Invesco
36
Invesco
Georgia
$2.18M +$24K +646 +1%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.05M -$137K -3,694 -7%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.99M -$27.8K -747 -2%
Citigroup
39
Citigroup
New York
$1.92M +$1.33M +35,798 +315%
Deutsche Bank
40
Deutsche Bank
Germany
$1.88M +$131K +3,520 +8%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$1.86M – – –
JIR
42
James Investment Research
Ohio
$1.81M – – –
Wells Fargo
43
Wells Fargo
California
$1.8M +$485K +13,034 +42%
Bank of America
44
Bank of America
North Carolina
$1.8M -$888K -23,893 -35%
JGUA
45
John G. Ullman & Associates
New York
$1.62M -$5.75M -154,776 -80%
WRHAM
46
W.R. Huff Asset Management
Florida
$1.5M -$2.23K -60 -0.2%
GC
47
Guggenheim Capital
Illinois
$1.45M +$332K +8,918 +33%
NSEDCP
48
NJ State Employees Deferred Compensation Plan
New Jersey
$1.43M – – –
Bessemer Group
49
Bessemer Group
New Jersey
$1.35M – – –
JP Morgan Chase
50
JP Morgan Chase
New York
$1.35M +$1.23M +33,023 New
1
2
3 4 5

OTTR Hedge Fund Activity: Q4 2016 in Review

143 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2016, worth a combined $632M — up 23% from $514M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OTTR positions and 15 closed out — a net gain of 5 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.42M. The largest seller was John G. Ullman & Associates, cutting an estimated $5.75M.

  • 143 institutional investors held Otter Tail (OTTR) as of Q4 2016, up from 140 in Q3 2016.
  • Funds reported $632M of Otter Tail stock for Q4 2016, up 23% quarter-over-quarter.
  • 20 funds opened new Otter Tail positions in Q4 2016 and 15 closed out, a net change of +5 holders.
  • The largest Otter Tail buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.42M added.
  • The largest Otter Tail seller in Q4 2016 was John G. Ullman & Associates, an estimated $5.75M sold.

Based on aggregated 13F filings for Q4 2016.