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Otter Tail

118 hedge funds and large institutions have $382M invested in Otter Tail in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,325% more call options, than puts

Call options by funds: $457K | Put options by funds: $4K

2% more capital invested

Capital invested by funds: $374M → $382M (+$8.5M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2% less funds holding

Funds holding: 121118 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
39
Reduced
40
Closed
16
Calls
$457K
Puts
$4K
Net Calls
+$453K
Net Calls Change
+$414K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$347K -$236K -8,120 -41%
ARTA
77
A.R.T. Advisors
New York
$339K +$23.3K +800 +8%
CONA
78
Capital One National Association
New York
$337K +$324K +11,115 New
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$334K +$62.2K +2,137 +24%
MCM
80
Murphy Capital Management
New Jersey
$302K +$72.8K +2,500 +33%
HIMCH
81
Hartford Investment Management Co (HIMCO)
Connecticut
$288K
Principal Financial Group
82
Principal Financial Group
Iowa
$282K +$20.9K +718 +8%
PAM
83
Paradigm Asset Management
New York
$250K +$240K +8,250 New
BB
84
Bell Bank
North Dakota
$231K
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$175K +$10.9K +375 +7%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$171K +$10.6K +365 +7%
Federated Hermes
87
Federated Hermes
Pennsylvania
$159K -$12.8K -441 -8%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$133K +$5.82K +200 +5%
KBC Group
89
KBC Group
Belgium
$119K
Ameriprise
90
Ameriprise
Minnesota
$105K +$14.8K +510 +17%
VFA
91
Virtus Fund Advisers
Connecticut
$94K +$90.6K +3,112 New
Creative Planning
92
Creative Planning
Kansas
$91K -$12.9K -442 -13%
CCMH
93
Cornerstone Capital Management Holdings
New York
$63K -$230K -7,900 -79%
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$61K
Canada Life
95
Canada Life
Manitoba, Canada
$50K
EWM
96
Evercore Wealth Management
New York
$45K
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$42K -$6.08K -209 -13%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$42K
BlackRock
99
BlackRock
New York
$41K -$13.5K -464 -26%
Teacher Retirement System of Texas
100
Teacher Retirement System of Texas
Texas
$37K

OTTR Hedge Fund Activity: Q2 2014 in Review

118 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2014, worth a combined $382M — up 2.3% from $374M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 13 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 39 added.

The largest buyer was Norges Bank, adding an estimated $9.81M. The largest seller was BlackRock Fund Advisors, cutting an estimated $2.45M.

  • 118 institutional investors held Otter Tail (OTTR) as of Q2 2014, down from 121 in Q1 2014.
  • Funds reported $382M of Otter Tail stock for Q2 2014, up 2.3% quarter-over-quarter.
  • 13 funds opened new Otter Tail positions in Q2 2014 and 16 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q2 2014 was Norges Bank, an estimated $9.81M added.
  • The largest Otter Tail seller in Q2 2014 was BlackRock Fund Advisors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2014.