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Otter Tail
OTTR

Overview Fund Activity

108 hedge funds and large institutions have $330M invested in Otter Tail in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
29
Closed
16
Calls
$766K
Puts
$989K
Net Calls
-$223K
Net Calls Change
-$455K

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$26.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$63M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.08M
4
FWC
4
First Washington Corp
Washington
$1.49M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$10.3M

Top Sellers

1
Acadian Asset Management
1
Acadian Asset Management
Massachusetts
$3.39M
2
Northern Trust
2
Northern Trust
Illinois
$26.1M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$0
4
DC
4
Deere & Company
Illinois
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$247K -$71.2K -2,578 -22%
Millennium Management
77
Millennium Management
New York
$215K -$154K -5,593 -42%
BB
78
Bell Bank
North Dakota
$215K – – –
SG Americas Securities
79
SG Americas Securities
New York
$183K +$183K +6,627 New
Ameriprise
80
Ameriprise
Minnesota
$179K +$3.02K +110 +2%
Teacher Retirement System of Texas
81
Teacher Retirement System of Texas
Texas
$118K +$56.9K +2,064 +93%
Citadel Advisors
82
Citadel Advisors
Florida
$116K +$116K +4,193 New
KBC Group
83
KBC Group
Belgium
$109K – – –
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$106K +$8.8K +319 +9%
HNB
85
Huntington National Bank
Ohio
$98K – – –
TRCT
86
Tower Research Capital (TRC)
New York
$96K +$96K +3,478 New
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$89K +$89K +3,212 New
BlackRock
88
BlackRock
New York
$64K – – –
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$55K – – –
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$39K – – –
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$31K +$30.4K +1,107 +5,271%
RIA
92
Regal Investment Advisors
Michigan
$29K – – –
PAM
93
Panagora Asset Management
Massachusetts
$25K – – –
MFS
94
MSI Financial Services
Massachusetts
$17K -$8.5K -300 -33%
WTC
95
WhitTier Trust Company
Nevada
$13K – – –
Creative Planning
96
Creative Planning
Kansas
$12K -$32.6K -1,200 -73%
EWM
97
Edge Wealth Management
New York
$9K – – –
FANJ
98
Financial Architects (New Jersey)
New Jersey
$8K – – –
DADC
99
D.A. Davidson & Co
Montana
$8K – – –
PCM
100
Prelude Capital Management
New York
$8K +$8K +300 New
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4
5