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Otter Tail

140 hedge funds and large institutions have $514M invested in Otter Tail in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,645% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $69K

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $476M → $514M (+$38.1M)

2% more funds holding

Funds holding: 137140 (+3)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
64
Reduced
28
Closed
15
Calls
$1.2M
Puts
$69K
Net Calls
+$1.14M
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$998K -$513K -14,844 -34%
SLG
52
Stanley-Laman Group
Pennsylvania
$975K -$44.5K -1,287 -4%
WT
53
Whittier Trust
California
$966K +$1.97K +57 +0.2%
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$944K -$14.8K -427 -2%
GC
55
Guggenheim Capital
Illinois
$923K +$351K +10,165 +62%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$892K -$657 -19 -0.1%
US Bancorp
57
US Bancorp
Minnesota
$890K -$47.5K -1,374 -5%
NFA
58
Nationwide Fund Advisors
Ohio
$865K
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$801K
HIS
60
Horizon Investment Services
Indiana
$795K +$66.7K +1,929 +9%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$761K
AIG
62
American International Group
New York
$757K +$1.14K +33 +0.2%
ICOA
63
Investment Centers of America
North Dakota
$719K +$2K +58 +0.3%
Macquarie Group
64
Macquarie Group
Australia
$705K -$2.77M -80,017 -80%
BA
65
BlackRock Advisors
Delaware
$689K +$65.8K +1,904 +11%
Goldman Sachs
66
Goldman Sachs
New York
$659K +$81.7K +2,363 +14%
Victory Capital Management
67
Victory Capital Management
Texas
$626K +$30.6K +886 +5%
SCM
68
Symons Capital Management
Pennsylvania
$625K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$616K -$227K -6,552 -27%
SCM
70
Sterling Capital Management
North Carolina
$561K -$1.59K -46 -0.3%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$541K -$91.8K -2,654 -14%
UBS AM
72
UBS AM
Illinois
$536K
ISB
73
Iowa State Bank
Iowa
$470K
SI
74
SII Investments
Wisconsin
$445K +$441K +12,761 New
CG
75
Clinton Group
New York
$434K +$10.8K +313 +3%

OTTR Hedge Fund Activity: Q3 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2016, worth a combined $514M — up 8% from $476M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OTTR positions and 15 closed out — a net gain of 3 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $7.33M. The largest seller was Macquarie Group, cutting an estimated $2.77M.

  • 140 institutional investors held Otter Tail (OTTR) as of Q3 2016, up from 137 in Q2 2016.
  • Funds reported $514M of Otter Tail stock for Q3 2016, up 8% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q3 2016 and 15 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2016 was Teachers Advisors, an estimated $7.33M added.
  • The largest Otter Tail seller in Q3 2016 was Macquarie Group, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2016.