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Otter Tail

118 hedge funds and large institutions have $382M invested in Otter Tail in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,325% more call options, than puts

Call options by funds: $457K | Put options by funds: $4K

2% more capital invested

Capital invested by funds: $374M → $382M (+$8.5M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2% less funds holding

Funds holding: 121118 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
39
Reduced
40
Closed
16
Calls
$457K
Puts
$4K
Net Calls
+$453K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$811K +$23.3K +800 +3%
PPA
52
Parametric Portfolio Associates
Washington
$780K -$12.3K -424 -2%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$774K +$21.9K +752 +3%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$767K +$112K +3,864 +18%
AIG
55
American International Group
New York
$739K -$23.4K -803 -3%
Wells Fargo
56
Wells Fargo
California
$722K +$87.4K +3,003 +14%
CRC
57
Curi RMB Capital
Illinois
$714K
Nisa Investment Advisors
58
Nisa Investment Advisors
Missouri
$685K +$658K +22,600 New
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$674K -$123K -4,223 -16%
Deutsche Bank
60
Deutsche Bank
Germany
$656K -$1.27M -43,689 -67%
BA
61
BlackRock Advisors
Delaware
$631K -$99.1K -3,406 -14%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$627K
LCP
63
Longbow Capital Partners
New York
$576K +$553K +19,000 New
SO
64
STRS Ohio
Ohio
$569K -$390K -13,400 -42%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$568K +$43.7K +1,500 +9%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$567K +$174K +5,988 +47%
ProShare Advisors
67
ProShare Advisors
Maryland
$532K -$556K -19,115 -52%
Millennium Management
68
Millennium Management
New York
$520K -$176K -6,047 -26%
RJA
69
Raymond James & Associates
Florida
$497K +$478K +16,412 New
Citigroup
70
Citigroup
New York
$492K -$262K -8,994 -36%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$451K -$699 -24 -0.2%
UBS AM
72
UBS AM
Illinois
$430K +$34.9K +1,200 +9%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$385K +$370K +12,703 New
AI
74
Accredited Investors
Minnesota
$351K
HIS
75
Horizon Investment Services
Indiana
$349K +$18.7K +644 +6%

OTTR Hedge Fund Activity: Q2 2014 in Review

118 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2014, worth a combined $382M — up 2.3% from $374M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 13 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 39 added.

The largest buyer was Norges Bank, adding an estimated $9.81M. The largest seller was BlackRock Fund Advisors, cutting an estimated $2.45M.

  • 118 institutional investors held Otter Tail (OTTR) as of Q2 2014, down from 121 in Q1 2014.
  • Funds reported $382M of Otter Tail stock for Q2 2014, up 2.3% quarter-over-quarter.
  • 13 funds opened new Otter Tail positions in Q2 2014 and 16 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q2 2014 was Norges Bank, an estimated $9.81M added.
  • The largest Otter Tail seller in Q2 2014 was BlackRock Fund Advisors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2014.