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Otter Tail

136 hedge funds and large institutions have $704M invested in Otter Tail in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $634M → $704M (+$69.6M)

0.5% more ownership

Funds ownership: 40.53%41.03% (+0.5%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

4% less funds holding

Funds holding: 142136 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
44
Reduced
46
Closed
15
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$1.04M +$171K +4,141 +21%
AAM
52
Advisors Asset Management
Colorado
$1.02M -$351K -8,490 -26%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$1M +$165 +4 +0%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$990K -$1.58M -38,295 -63%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$954K
NFA
56
Nationwide Fund Advisors
Ohio
$945K -$17K -411 -2%
Prudential Financial
57
Prudential Financial
New Jersey
$890K +$272K +6,580 +47%
US Bancorp
58
US Bancorp
Minnesota
$883K -$20.7K -500 -2%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$828K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$826K +$579 +14 +0.1%
VRS
61
Virginia Retirement Systems
Virginia
$824K -$277K -6,700 -26%
ICOA
62
Investment Centers of America
North Dakota
$697K -$360K -8,695 -35%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$657K -$2.44K -59 -0.4%
Legal & General Group
64
Legal & General Group
United Kingdom
$649K +$108K +2,612 +21%
UBS AM
65
UBS AM
Illinois
$636K +$20.7K +500 +4%
AQR Capital Management
66
AQR Capital Management
Connecticut
$597K -$1.03K -25 -0.2%
ISB
67
Iowa State Bank
Iowa
$589K
AI
68
Accredited Investors
Minnesota
$555K +$61K +1,474 +13%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$535K -$59.7K -1,442 -10%
AW
70
Alpha Windward
Massachusetts
$484K +$462K +11,160 New
SCM
71
Symons Capital Management
Pennsylvania
$463K -$464K -11,214 -51%
M&T Bank
72
M&T Bank
New York
$462K
CCIA
73
Campbell & Co Investment Adviser
Maryland
$461K -$18.8K -455 -4%
LPL Financial
74
LPL Financial
California
$430K -$24.7K -597 -6%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$404K +$386K +9,329 New

OTTR Hedge Fund Activity: Q3 2017 in Review

136 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2017, worth a combined $704M — up 11% from $634M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OTTR and 11 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 44 added.

The largest buyer was Vanguard Group, adding an estimated $5.32M. The largest seller was Deutsche Bank, cutting an estimated $1.92M.

  • 136 institutional investors held Otter Tail (OTTR) as of Q3 2017, down from 142 in Q2 2017.
  • Funds reported $704M of Otter Tail stock for Q3 2017, up 11% quarter-over-quarter.
  • 11 funds opened new Otter Tail positions in Q3 2017 and 15 closed out, a net change of -4 holders.
  • The largest Otter Tail buyer in Q3 2017 was Vanguard Group, an estimated $5.32M added.
  • The largest Otter Tail seller in Q3 2017 was Deutsche Bank, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2017.