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Otter Tail

119 hedge funds and large institutions have $403M invested in Otter Tail in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,308% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $13K

3% more capital invested

Capital invested by funds: $393M → $403M (+$10.1M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 121119 (-2)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
41
Closed
16
Calls
$1.48M
Puts
$13K
Net Calls
+$1.47M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
76
Ellington Management Group
Connecticut
$273K +$271K +8,500 New
MCM
77
Murphy Capital Management
New Jersey
$265K -$119K -3,750 -31%
NI
78
Numeric Investors
Massachusetts
$235K +$232K +7,300 New
ProShare Advisors
79
ProShare Advisors
Maryland
$227K -$20.1K -631 -8%
ST
80
Smithfield Trust
Pennsylvania
$220K +$218K +6,840 New
SIM
81
Spark Investment Management
New York
$218K +$217K +6,800 New
Legal & General Group
82
Legal & General Group
United Kingdom
$196K +$24.7K +776 +15%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$186K +$17.1K +537 +10%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$161K +$159K +5,000 New
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$135K -$1.08K -34 -0.8%
Creative Planning
86
Creative Planning
Kansas
$120K
PAM
87
Paradigm Asset Management
New York
$98.1K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$88K
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$64K -$12.7K -400 -17%
Canada Life
90
Canada Life
Manitoba, Canada
$53K
Federated Hermes
91
Federated Hermes
Pennsylvania
$52K -$47.9K -1,503 -48%
TRCT
92
Tower Research Capital (TRC)
New York
$52K +$51.5K +1,618 New
WA
93
WFG Advisors
Texas
$49K +$127 +4 +0.3%
EWM
94
Evercore Wealth Management
New York
$48K
AWS
95
Aris Wealth Services
Pennsylvania
$47K +$46.5K +1,459 New
BlackRock
96
BlackRock
New York
$37K -$6.66K -209 -15%
Barclays
97
Barclays
United Kingdom
$35K -$107K -3,367 -75%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$32K +$382 +12 +1%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$28K -$20.7K -650 -43%
DBT
100
Dubuque Bank & Trust
Iowa
$24K +$23.9K +750 New

OTTR Hedge Fund Activity: Q1 2015 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2015, worth a combined $403M — up 2.6% from $393M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 15 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 34 added.

The largest buyer was Advisors Asset Management, adding an estimated $3.73M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.9M sold.

  • 119 institutional investors held Otter Tail (OTTR) as of Q1 2015, down from 121 in Q4 2014.
  • Funds reported $403M of Otter Tail stock for Q1 2015, up 2.6% quarter-over-quarter.
  • 15 funds opened new Otter Tail positions in Q1 2015 and 16 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2015 was Advisors Asset Management, an estimated $3.73M added.
  • The largest Otter Tail seller in Q1 2015 was Goldman Sachs, an estimated $4.9M sold.

Based on aggregated 13F filings for Q1 2015.