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Otter Tail

137 hedge funds and large institutions have $589M invested in Otter Tail in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $588K

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.03% more ownership

Funds ownership: 39.43%39.46% (+0.03%)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

4% less funds holding

Funds holding: 143137 (-6)

7% less capital invested

Capital invested by funds: $632M → $589M (-$42.4M)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
42
Reduced
42
Closed
20
Calls
$1.93M
Puts
$588K
Net Calls
+$1.35M
Net Calls Change
-$514K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$878K +$189 +5 +0%
ICOA
52
Investment Centers of America
North Dakota
$871K +$795 +21 +0.1%
PAM
53
Panagora Asset Management
Massachusetts
$867K -$1.84M -48,611 -68%
JGUA
54
John G. Ullman & Associates
New York
$855K -$653K -17,250 -43%
Canada Life
55
Canada Life
Manitoba, Canada
$855K +$700K +18,479 +456%
NFA
56
Nationwide Fund Advisors
Ohio
$845K -$60.6K -1,601 -7%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$834K
US Bancorp
58
US Bancorp
Minnesota
$805K -$133K -3,508 -14%
SCM
59
Symons Capital Management
Pennsylvania
$776K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$727K +$28.4K +749 +4%
AQR Capital Management
61
AQR Capital Management
Connecticut
$699K -$1.58M -41,822 -69%
Victory Capital Management
62
Victory Capital Management
Texas
$696K +$53.7K +1,419 +8%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$675K
HCM
64
Highbridge Capital Management
New York
$637K +$637K +16,806 New
ARTA
65
A.R.T. Advisors
New York
$591K +$591K +15,600 New
Bank of America
66
Bank of America
North Carolina
$548K -$1.13M -29,766 -67%
DTL
67
Dynamic Technology Lab
Singapore
$518K +$518K +13,671 New
ISB
68
Iowa State Bank
Iowa
$515K
TI
69
Trexquant Investment
Connecticut
$506K +$506K +13,360 New
RJFSA
70
Raymond James Financial Services Advisors
Florida
$496K -$23.1K -609 -4%
UBS AM
71
UBS AM
Illinois
$493K +$88.7K +2,343 +22%
SGI
72
Summit Global Investments
Utah
$489K
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$463K +$8.33K +220 +2%
Legal & General Group
74
Legal & General Group
United Kingdom
$461K -$6.78K -179 -1%
AI
75
Accredited Investors
Minnesota
$429K +$682 +18 +0.2%

OTTR Hedge Fund Activity: Q1 2017 in Review

137 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2017, worth a combined $589M — down 6.7% from $632M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 20 closed out — a net gain of 1 holder — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $93.4M. The largest seller was Norges Bank, exiting entirely with an estimated $8.46M sold.

  • 137 institutional investors held Otter Tail (OTTR) as of Q1 2017, down from 143 in Q4 2016.
  • Funds reported $589M of Otter Tail stock for Q1 2017, down 6.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2017 and 20 closed out, a net change of +1 holder.
  • The largest Otter Tail buyer in Q1 2017 was BlackRock, an estimated $93.4M added.
  • The largest Otter Tail seller in Q1 2017 was Norges Bank, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2017.