We are live on ! Find out more
OTTR icon

Otter Tail

119 hedge funds and large institutions have $403M invested in Otter Tail in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,308% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $13K

3% more capital invested

Capital invested by funds: $393M → $403M (+$10.1M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 121119 (-2)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
41
Closed
16
Calls
$1.48M
Puts
$13K
Net Calls
+$1.47M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
ZCM
51
Zebra Capital Management
Connecticut
$833K -$500K -15,695 -38%
Wells Fargo
52
Wells Fargo
California
$831K -$114K -3,587 -12%
BA
53
BlackRock Advisors
Delaware
$739K +$100K +3,147 +16%
PPA
54
Parametric Portfolio Associates
Washington
$729K -$131K -4,120 -15%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$725K +$12.2K +383 +2%
First Trust Advisors
56
First Trust Advisors
Illinois
$692K -$94.4K -2,965 -12%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$686K
VOYA Investment Management
58
VOYA Investment Management
Georgia
$666K
ARTA
59
A.R.T. Advisors
New York
$662K +$656K +20,600 New
Citigroup
60
Citigroup
New York
$627K -$305K -9,587 -33%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$603K
KBC Group
62
KBC Group
Belgium
$598K -$274K -8,599 -32%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$533K -$7.36K -231 -1%
HIS
64
Horizon Investment Services
Indiana
$493K +$87.1K +2,736 +22%
MAA
65
Managed Account Advisors
New Jersey
$474K +$463K +14,525 +7,263%
UBS AM
66
UBS AM
Illinois
$470K +$12.7K +400 +3%
Ameriprise
67
Ameriprise
Minnesota
$417K -$8.06K -253 -2%
ICOA
68
Investment Centers of America
North Dakota
$413K +$98.3K +3,086 +32%
IA
69
Icon Advisers
Colorado
$386K -$1.83M -57,400 -83%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$367K +$160K +5,013 +78%
M&T Bank
71
M&T Bank
New York
$354K -$11.5K -360 -3%
DTL
72
Dynamic Technology Lab
Singapore
$351K +$348K +10,912 New
AI
73
Accredited Investors
Minnesota
$322K -$14.4K -451 -4%
BB
74
Bell Bank
North Dakota
$314K +$68K +2,135 +28%
Mariner
75
Mariner
Kansas
$277K +$48.5K +1,523 +21%

OTTR Hedge Fund Activity: Q1 2015 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2015, worth a combined $403M — up 2.6% from $393M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 15 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 34 added.

The largest buyer was Advisors Asset Management, adding an estimated $3.73M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.9M sold.

  • 119 institutional investors held Otter Tail (OTTR) as of Q1 2015, down from 121 in Q4 2014.
  • Funds reported $403M of Otter Tail stock for Q1 2015, up 2.6% quarter-over-quarter.
  • 15 funds opened new Otter Tail positions in Q1 2015 and 16 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2015 was Advisors Asset Management, an estimated $3.73M added.
  • The largest Otter Tail seller in Q1 2015 was Goldman Sachs, an estimated $4.9M sold.

Based on aggregated 13F filings for Q1 2015.