We are live on ! Find out more
OTTR icon

Otter Tail

137 hedge funds and large institutions have $589M invested in Otter Tail in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $588K

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.03% more ownership

Funds ownership: 39.43%39.46% (+0.03%)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

4% less funds holding

Funds holding: 143137 (-6)

7% less capital invested

Capital invested by funds: $632M → $589M (-$42.4M)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
42
Reduced
42
Closed
20
Calls
$1.93M
Puts
$588K
Net Calls
+$1.35M
Net Calls Change
-$514K
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
26
Zebra Capital Management
Connecticut
$2.32M +$54.3K +1,433 +2%
Swiss National Bank
27
Swiss National Bank
Switzerland
$2.18M +$68.2K +1,800 +3%
Invesco
28
Invesco
Georgia
$1.98M -$47.9K -1,264 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.84M -$66.4K -1,754 -3%
CS
30
Credit Suisse
Switzerland
$1.84M -$232K -6,135 -11%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$1.82M -$23.7K -627 -1%
SLG
32
Stanley-Laman Group
Pennsylvania
$1.8M +$725K +19,152 +68%
Deutsche Bank
33
Deutsche Bank
Germany
$1.73M -$15.3K -405 -0.9%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$1.72M +$38 +1 +0%
UBS Group
35
UBS Group
Switzerland
$1.72M -$674K -17,784 -28%
Two Sigma Investments
36
Two Sigma Investments
New York
$1.72M +$1.72M +45,389 New
JP Morgan Chase
37
JP Morgan Chase
New York
$1.68M +$426K +11,259 +34%
Wells Fargo
38
Wells Fargo
California
$1.55M -$124K -3,276 -7%
CEP
39
Chicago Equity Partners
Illinois
$1.52M -$702K -18,525 -32%
NSEDCP
40
NJ State Employees Deferred Compensation Plan
New Jersey
$1.33M
GC
41
Guggenheim Capital
Illinois
$1.27M -$74.4K -1,963 -6%
Citadel Advisors
42
Citadel Advisors
Florida
$1.27M +$1.27M +33,611 New
Bessemer Group
43
Bessemer Group
New Jersey
$1.22M -$41.7K -1,100 -3%
Goldman Sachs
44
Goldman Sachs
New York
$1.12M +$403K +10,635 +56%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.12M +$137K +3,619 +14%
WT
46
Whittier Trust
California
$1.11M +$50.8K +1,341 +5%
MLICM
47
Metropolitan Life Insurance Company (MetLife)
New York
$1.02M
Russell Investments Group
48
Russell Investments Group
United Kingdom
$996K +$573K +15,119 +135%
VRS
49
Virginia Retirement Systems
Virginia
$906K +$905K +23,900 New
AIG
50
American International Group
New York
$886K +$57.9K +1,529 +7%

OTTR Hedge Fund Activity: Q1 2017 in Review

137 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2017, worth a combined $589M — down 6.7% from $632M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 20 closed out — a net gain of 1 holder — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $93.4M. The largest seller was Norges Bank, exiting entirely with an estimated $8.46M sold.

  • 137 institutional investors held Otter Tail (OTTR) as of Q1 2017, down from 143 in Q4 2016.
  • Funds reported $589M of Otter Tail stock for Q1 2017, down 6.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2017 and 20 closed out, a net change of +1 holder.
  • The largest Otter Tail buyer in Q1 2017 was BlackRock, an estimated $93.4M added.
  • The largest Otter Tail seller in Q1 2017 was Norges Bank, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2017.