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Otter Tail

136 hedge funds and large institutions have $704M invested in Otter Tail in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $634M → $704M (+$69.6M)

0.5% more ownership

Funds ownership: 40.53%41.03% (+0.5%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

4% less funds holding

Funds holding: 142136 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
44
Reduced
46
Closed
15
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$2.81M -$1.92M -46,494 -42%
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$2.73M -$277K -6,708 -10%
Swiss National Bank
28
Swiss National Bank
Switzerland
$2.58M
Bank of America
29
Bank of America
North Carolina
$2.47M +$625K +15,100 +36%
ZCM
30
Zebra Capital Management
Connecticut
$2.37M -$160K -3,871 -7%
Invesco
31
Invesco
Georgia
$2.24M +$95.8K +2,317 +5%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.12M +$14.1K +340 +0.7%
UBS Group
33
UBS Group
Switzerland
$2.1M +$86.8K +2,099 +5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.09M -$80.4K -1,943 -4%
SLG
35
Stanley-Laman Group
Pennsylvania
$2.06M -$58.2K -1,407 -3%
3C
36
361 Capital
Colorado
$2.04M +$1.95M +47,020 New
IA
37
Icon Advisers
Colorado
$2.02M +$294K +7,100 +18%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$1.96M
BPM
39
Bowling Portfolio Management
Ohio
$1.62M +$138K +3,331 +10%
Goldman Sachs
40
Goldman Sachs
New York
$1.6M +$809K +19,563 +113%
CEP
41
Chicago Equity Partners
Illinois
$1.59M -$139K -3,360 -8%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$1.41M +$88.1K +2,129 +7%
Bessemer Group
43
Bessemer Group
New Jersey
$1.39M
GC
44
Guggenheim Capital
Illinois
$1.34M -$78.4K -1,896 -6%
WT
45
Whittier Trust
California
$1.33M +$18K +435 +1%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.31M -$31.7K -767 -2%
NSEDCP
47
NJ State Employees Deferred Compensation Plan
New Jersey
$1.3M -$207K -5,000 -14%
Citadel Advisors
48
Citadel Advisors
Florida
$1.25M +$13.2K +320 +1%
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$1.17M
AIG
50
American International Group
New York
$1.14M +$81.6K +1,972 +8%

OTTR Hedge Fund Activity: Q3 2017 in Review

136 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2017, worth a combined $704M — up 11% from $634M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OTTR and 11 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 44 added.

The largest buyer was Vanguard Group, adding an estimated $5.32M. The largest seller was Deutsche Bank, cutting an estimated $1.92M.

  • 136 institutional investors held Otter Tail (OTTR) as of Q3 2017, down from 142 in Q2 2017.
  • Funds reported $704M of Otter Tail stock for Q3 2017, up 11% quarter-over-quarter.
  • 11 funds opened new Otter Tail positions in Q3 2017 and 15 closed out, a net change of -4 holders.
  • The largest Otter Tail buyer in Q3 2017 was Vanguard Group, an estimated $5.32M added.
  • The largest Otter Tail seller in Q3 2017 was Deutsche Bank, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2017.