Otter Tail
OTTR
137 hedge funds and large institutions have $476M invested in Otter Tail in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
43% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 35
24% more capital invested
Capital invested by funds: $383M → $476M (+$92.3M)
7% more funds holding
Funds holding: 128 → 137 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$11.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.36M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.87M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$1.51M |
| 5 |
TA
Teachers Advisors
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$1.2M |
| 2 |
Two Sigma Investments
New York
|
-$823K |
| 3 |
Millennium Management
New York
|
-$753K |
| 4 |
State Street
Boston,
Massachusetts
|
-$649K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$613K |
OTTR Hedge Fund Activity: Q2 2016 in Review
137 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2016, worth a combined $476M — up 24% from $383M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new OTTR positions and 10 closed out — a net gain of 10 holders — while 50 added to existing stakes and 35 trimmed.
The largest buyer was First Trust Advisors, opening a new position worth an estimated $11.6M. The largest seller was Citigroup, cutting an estimated $1.2M.
- 137 institutional investors held Otter Tail (OTTR) as of Q2 2016, up from 128 in Q1 2016.
- Funds reported $476M of Otter Tail stock for Q2 2016, up 24% quarter-over-quarter.
- 20 funds opened new Otter Tail positions in Q2 2016 and 10 closed out, a net change of +10 holders.
- The largest Otter Tail buyer in Q2 2016 was First Trust Advisors, an estimated $11.6M added.
- The largest Otter Tail seller in Q2 2016 was Citigroup, an estimated $1.2M sold.
Based on aggregated 13F filings for Q2 2016.