We are live on ! Find out more
OTTR icon

Otter Tail

114 hedge funds and large institutions have $334M invested in Otter Tail in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

653% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $172K

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

4% less funds holding

Funds holding: 119114 (-5)

17% less capital invested

Capital invested by funds: $403M → $334M (-$68.5M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
40
Reduced
41
Closed
12
Calls
$1.29M
Puts
$172K
Net Calls
+$1.12M
Net Calls Change
-$347K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
51
Whittier Trust
California
$726K
IA
52
Icon Advisers
Colorado
$708K +$419K +14,600 +122%
BA
53
BlackRock Advisors
Delaware
$643K +$34.8K +1,212 +5%
NFA
54
Nationwide Fund Advisors
Ohio
$642K -$71.9K -2,504 -9%
OC
55
Oppenheimer & Co
New York
$612K -$365K -12,725 -36%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$605K +$7K +244 +1%
ZCM
57
Zebra Capital Management
Connecticut
$604K -$91.1K -3,174 -12%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$567K
VOYA Investment Management
59
VOYA Investment Management
Georgia
$551K
Stifel Financial
60
Stifel Financial
Missouri
$513K +$554K +19,299 New
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$499K
KBC Group
62
KBC Group
Belgium
$396K -$106K -3,704 -20%
UBS AM
63
UBS AM
Illinois
$396K +$8.61K +300 +2%
MAM
64
Martingale Asset Management
Massachusetts
$370K -$419K -14,611 -51%
ARTA
65
A.R.T. Advisors
New York
$369K -$192K -6,703 -33%
Ameriprise
66
Ameriprise
Minnesota
$364K +$20.8K +723 +6%
MAA
67
Managed Account Advisors
New Jersey
$339K -$56.8K -1,978 -13%
M&T Bank
68
M&T Bank
New York
$296K +$2.87K +100 +0.9%
ICOA
69
Investment Centers of America
North Dakota
$286K -$59.4K -2,071 -16%
Teacher Retirement System of Texas
70
Teacher Retirement System of Texas
Texas
$269K +$261K +9,094 +906%
AI
71
Accredited Investors
Minnesota
$267K
EVM
72
Eaton Vance Management
Massachusetts
$254K -$1M -34,940 -79%
Victory Capital Management
73
Victory Capital Management
Texas
$244K +$262K +9,129 New
Citadel Advisors
74
Citadel Advisors
Florida
$232K -$1.32M -45,957 -84%
BTNA
75
Bremer Trust National Association
Minnesota
$229K +$247K +8,604 New

OTTR Hedge Fund Activity: Q2 2015 in Review

114 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2015, worth a combined $334M — down 17% from $403M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OTTR and 8 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 40 added.

The largest buyer was First Washington Corp, opening a new position worth an estimated $2.86M. The largest seller was QS Investors, cutting an estimated $2.19M.

  • 114 institutional investors held Otter Tail (OTTR) as of Q2 2015, down from 119 in Q1 2015.
  • Funds reported $334M of Otter Tail stock for Q2 2015, down 17% quarter-over-quarter.
  • 8 funds opened new Otter Tail positions in Q2 2015 and 12 closed out, a net change of -4 holders.
  • The largest Otter Tail buyer in Q2 2015 was First Washington Corp, an estimated $2.86M added.
  • The largest Otter Tail seller in Q2 2015 was QS Investors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q2 2015.