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Otter Tail

121 hedge funds and large institutions have $374M invested in Otter Tail in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

150% more call options, than puts

Call options by funds: $65K | Put options by funds: $26K

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

12% more funds holding

Funds holding: 108121 (+13)

8% more capital invested

Capital invested by funds: $347M → $374M (+$26.7M)

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
37
Reduced
31
Closed
8
Calls
$65K
Puts
$26K
Net Calls
+$39K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$806K -$30.2K -1,023 -4%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$799K +$91.4K +3,100 +14%
Citigroup
53
Citigroup
New York
$777K -$143K -4,849 -16%
AIG
54
American International Group
New York
$776K +$17.5K +592 +2%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$763K +$731K +24,795 New
BA
56
BlackRock Advisors
Delaware
$747K +$29.8K +1,012 +4%
CRC
57
Curi RMB Capital
Illinois
$726K
Two Sigma Investments
58
Two Sigma Investments
New York
$723K +$692K +23,483 New
Millennium Management
59
Millennium Management
New York
$714K +$684K +23,204 New
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$660K -$746K -25,288 -54%
First Trust Advisors
61
First Trust Advisors
Illinois
$655K -$5.01K -170 -0.8%
Wells Fargo
62
Wells Fargo
California
$639K -$69.5K -2,356 -10%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$637K
NI
64
Numeric Investors
Massachusetts
$634K +$607K +20,600 New
Barclays
65
Barclays
United Kingdom
$592K -$153K -5,203 -21%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$531K
Citadel Advisors
67
Citadel Advisors
Florida
$529K +$434K +14,715 +592%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$460K -$215K -7,306 -33%
ICOA
69
Investment Centers of America
North Dakota
$404K +$120K +4,063 +39%
UBS AM
70
UBS AM
Illinois
$400K
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$392K -$12.4K -419 -3%
HCM
72
Highbridge Capital Management
New York
$391K +$374K +12,700 New
AI
73
Accredited Investors
Minnesota
$357K -$26K -882 -7%
ARTA
74
A.R.T. Advisors
New York
$320K +$98.6K +3,345 +47%
HIS
75
Horizon Investment Services
Indiana
$318K +$320K +10,868 New

OTTR Hedge Fund Activity: Q1 2014 in Review

121 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2014, worth a combined $374M — up 7.7% from $347M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 8 closed out — a net gain of 13 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.02M. The largest seller was First Washington Corp, exiting entirely with an estimated $2.9M sold.

  • 121 institutional investors held Otter Tail (OTTR) as of Q1 2014, up from 108 in Q4 2013.
  • Funds reported $374M of Otter Tail stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2014 and 8 closed out, a net change of +13 holders.
  • The largest Otter Tail buyer in Q1 2014 was Vanguard Group, an estimated $3.02M added.
  • The largest Otter Tail seller in Q1 2014 was First Washington Corp, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2014.