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Otter Tail

108 hedge funds and large institutions have $330M invested in Otter Tail in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2% less capital invested

Capital invested by funds: $335M → $330M (-$5.67M)

4% less funds holding

Funds holding: 112108 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

23% less call options, than puts

Call options by funds: $766K | Put options by funds: $989K

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
29
Closed
16
Calls
$766K
Puts
$989K
Net Calls
-$223K
Net Calls Change
-$455K
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
51
Curi RMB Capital
Illinois
$651K
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$650K +$678K +23,571 New
American Century Companies
53
American Century Companies
Missouri
$643K +$670K +23,288 New
ProShare Advisors
54
ProShare Advisors
Maryland
$636K -$9.04K -314 -1%
OC
55
Oppenheimer & Co
New York
$635K
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$598K -$92.8K -3,225 -13%
BA
57
BlackRock Advisors
Delaware
$597K +$4.46K +155 +0.7%
U
58
UBS
Switzerland
$580K +$17.3K +600 +3%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$571K
Barclays
60
Barclays
United Kingdom
$567K +$51.8K +1,801 +9%
RFC
61
Russell Frank Company
Washington
$524K +$14.9K +518 +3%
Tudor Investment Corp
62
Tudor Investment Corp
Connecticut
$502K -$115K -4,000 -18%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$502K +$86.3K +2,997 +20%
AI
64
Accredited Investors
Minnesota
$495K +$516K +17,929 New
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$476K
GMIM
66
General Motors Investment Management
New York
$470K +$75.8K +2,634 +18%
ICOA
67
Investment Centers of America
North Dakota
$404K +$419K +14,556 New
UBS AM
68
UBS AM
Illinois
$392K
Allianz Asset Management
69
Allianz Asset Management
Germany
$369K +$385K +13,358 New
Citigroup
70
Citigroup
New York
$307K -$300K -10,427 -48%
NPPM
71
North Point Portfolio Managers
Ohio
$298K
ZCM
72
Ziegler Capital Management
Illinois
$283K +$20.8K +723 +8%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$278K -$74.4K -2,584 -20%
VKH
74
Virtu KCG Holdings
New York
$272K +$284K +9,876 New
ARTA
75
A.R.T. Advisors
New York
$249K +$1.44K +50 +0.6%

OTTR Hedge Fund Activity: Q3 2013 in Review

108 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2013, worth a combined $330M — down 1.7% from $335M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 13 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.94M. The largest seller was Acadian Asset Management, cutting an estimated $2.38M.

  • 108 institutional investors held Otter Tail (OTTR) as of Q3 2013, down from 112 in Q2 2013.
  • Funds reported $330M of Otter Tail stock for Q3 2013, down 1.7% quarter-over-quarter.
  • 13 funds opened new Otter Tail positions in Q3 2013 and 16 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $2.94M added.
  • The largest Otter Tail seller in Q3 2013 was Acadian Asset Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2013.