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Otter Tail

153 hedge funds and large institutions have $737M invested in Otter Tail in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $928K | Put options by funds: $486K

0.78% more ownership

Funds ownership: 42.11%42.88% (+0.78%)

1% less capital invested

Capital invested by funds: $740M → $737M (-$3.82M)

1% less funds holding

Funds holding: 154153 (-1)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

10% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 51

Holders
153
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
3.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
46
Reduced
51
Closed
19
Calls
$928K
Puts
$486K
Net Calls
+$442K
Net Calls Change
+$163K
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$2.69M +$105K +2,500 +4%
Deutsche Bank
27
Deutsche Bank
Germany
$2.63M -$1.61M -38,423 -39%
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$2.6M -$85.3K -2,038 -3%
Invesco
29
Invesco
Georgia
$2.56M +$256K +6,118 +12%
CEP
30
Chicago Equity Partners
Illinois
$2.32M -$388K -9,265 -15%
Ameriprise
31
Ameriprise
Minnesota
$2.31M +$1.99M +47,603 +821%
CS
32
Credit Suisse
Switzerland
$2.23M +$72.2K +1,726 +3%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$2M +$59.8K +1,430 +3%
SLG
34
Stanley-Laman Group
Pennsylvania
$2M -$80K -1,911 -4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.79M -$27.8K -664 -2%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.75M -$71.9K -1,718 -4%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.68M +$1.62M +38,654 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$1.58M +$1.4M +33,567 +1,186%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$1.53M +$127K +3,036 +9%
US Bancorp
40
US Bancorp
Minnesota
$1.4M +$494K +11,809 +58%
Bessemer Group
41
Bessemer Group
New Jersey
$1.39M
WT
42
Whittier Trust
California
$1.37M +$11.8K +282 +0.9%
UBS Group
43
UBS Group
Switzerland
$1.35M -$834K -19,927 -39%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27M -$31.6K -755 -3%
Prudential Financial
45
Prudential Financial
New Jersey
$1.24M -$1.78M -42,437 -60%
Victory Capital Management
46
Victory Capital Management
Texas
$1.23M +$120K +2,876 +11%
OAM
47
Oxford Asset Management
United Kingdom
$1.16M +$1.12M +26,680 New
ZCM
48
Zebra Capital Management
Connecticut
$1.15M +$88K +2,102 +9%
NSEDCP
49
NJ State Employees Deferred Compensation Plan
New Jersey
$1.13M
AIG
50
American International Group
New York
$1.09M -$56.6K -1,353 -5%

OTTR Hedge Fund Activity: Q1 2018 in Review

153 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2018, worth a combined $737M — down 0.52% from $740M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OTTR and 18 opened new positions — a net loss of 1 holder — while 51 trimmed existing stakes and 46 added.

The largest buyer was Wells Fargo, adding an estimated $10.3M. The largest seller was Millennium Management, cutting an estimated $3.39M.

  • 153 institutional investors held Otter Tail (OTTR) as of Q1 2018, down from 154 in Q4 2017.
  • Funds reported $737M of Otter Tail stock for Q1 2018, down 0.52% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q1 2018 and 19 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2018 was Wells Fargo, an estimated $10.3M added.
  • The largest Otter Tail seller in Q1 2018 was Millennium Management, an estimated $3.39M sold.

Based on aggregated 13F filings for Q1 2018.