We are live on ! Find out more
OTTR icon

Otter Tail

121 hedge funds and large institutions have $374M invested in Otter Tail in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

150% more call options, than puts

Call options by funds: $65K | Put options by funds: $26K

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

12% more funds holding

Funds holding: 108121 (+13)

8% more capital invested

Capital invested by funds: $347M → $374M (+$26.7M)

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
37
Reduced
31
Closed
8
Calls
$65K
Puts
$26K
Net Calls
+$39K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
76
Spark Investment Management
New York
$317K +$304K +10,300 New
CCMH
77
Cornerstone Capital Management Holdings
New York
$308K +$295K +10,000 New
Two Sigma Advisers
78
Two Sigma Advisers
New York
$305K +$292K +9,900 New
HIMCH
79
Hartford Investment Management Co (HIMCO)
Connecticut
$293K
GMIM
80
General Motors Investment Management
New York
$281K -$233K -7,903 -46%
PRCM
81
Pine River Capital Management
Minnesota
$280K +$268K +9,100 New
Principal Financial Group
82
Principal Financial Group
Iowa
$265K -$5.19K -176 -2%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$260K +$248K +8,415 +1,790%
JGUA
84
John G. Ullman & Associates
New York
$259K +$248K +8,400 New
BB
85
Bell Bank
North Dakota
$234K -$1.73M -58,608 -89%
ZIM
86
Zacks Investment Management
Illinois
$231K +$222K +7,512 New
MCM
87
Murphy Capital Management
New Jersey
$230K +$221K +7,500 New
DTL
88
Dynamic Technology Lab
Singapore
$228K +$219K +7,412 New
Federated Hermes
89
Federated Hermes
Pennsylvania
$175K +$168K +5,690 New
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$167K +$17.4K +590 +12%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$163K -$31.2K -1,058 -17%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$129K -$74K -2,509 -37%
KBC Group
93
KBC Group
Belgium
$121K
Creative Planning
94
Creative Planning
Kansas
$107K +$11.8K +400 +13%
Ameriprise
95
Ameriprise
Minnesota
$91K -$8.55K -290 -9%
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$62K
BlackRock
97
BlackRock
New York
$56K
Canada Life
98
Canada Life
Manitoba, Canada
$50K
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$49K -$855 -29 -2%
EWM
100
Evercore Wealth Management
New York
$46K

OTTR Hedge Fund Activity: Q1 2014 in Review

121 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2014, worth a combined $374M — up 7.7% from $347M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 8 closed out — a net gain of 13 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.02M. The largest seller was First Washington Corp, exiting entirely with an estimated $2.9M sold.

  • 121 institutional investors held Otter Tail (OTTR) as of Q1 2014, up from 108 in Q4 2013.
  • Funds reported $374M of Otter Tail stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2014 and 8 closed out, a net change of +13 holders.
  • The largest Otter Tail buyer in Q1 2014 was Vanguard Group, an estimated $3.02M added.
  • The largest Otter Tail seller in Q1 2014 was First Washington Corp, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2014.