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Otter Tail

117 hedge funds and large institutions have $332M invested in Otter Tail in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

811% more call options, than puts

Call options by funds: $665K | Put options by funds: $73K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

3% more funds holding

Funds holding: 114117 (+3)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

1% less capital invested

Capital invested by funds: $334M → $332M (-$2.47M)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
36
Reduced
35
Closed
14
Calls
$665K
Puts
$73K
Net Calls
+$592K
Net Calls Change
-$531K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Accredited Investors
Minnesota
$261K
Victory Capital Management
77
Victory Capital Management
Texas
$258K +$20.3K +769 +8%
MCM
78
Murphy Capital Management
New Jersey
$252K +$48.9K +1,850 +24%
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$218K +$131K +4,974 +147%
Principal Financial Group
80
Principal Financial Group
Iowa
$214K +$217K +8,197 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$204K +$207K +7,842 New
SCM
82
Stevens Capital Management
Pennsylvania
$201K +$204K +7,732 New
Legal & General Group
83
Legal & General Group
United Kingdom
$183K
RFC
84
Russell Frank Company
Washington
$132K -$14.9K -564 -10%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$117K +$475 +18 +0.4%
TRCT
86
Tower Research Capital (TRC)
New York
$103K +$91.8K +3,476 +741%
LTFS
87
Ladenburg Thalmann Financial Services
Florida
$93K -$48.3K -1,828 -34%
PAM
88
Paradigm Asset Management
New York
$62.5K -$17.2K -650 -21%
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$52K
Citigroup
90
Citigroup
New York
$48K -$40.9K -1,550 -46%
Canada Life
91
Canada Life
Manitoba, Canada
$43K
WA
92
WFG Advisors
Texas
$40K +$502 +19 +1%
EWM
93
Evercore Wealth Management
New York
$39K
BlackRock
94
BlackRock
New York
$28K
Creative Planning
95
Creative Planning
Kansas
$26K +$26.4K +1,000 New
ST
96
Smithfield Trust
Pennsylvania
$21K +$4.49K +170 +27%
DBT
97
Dubuque Bank & Trust
Iowa
$20K
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$18K
MFS
99
MSI Financial Services
Massachusetts
$16K
FNBSF
100
First National Bank Sioux Falls
South Dakota
$13K

OTTR Hedge Fund Activity: Q3 2015 in Review

117 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2015, worth a combined $332M — down 0.74% from $334M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OTTR positions and 14 closed out — a net gain of 4 holders — while 36 added to existing stakes and 35 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.29M. The largest seller was QS Investors, exiting entirely with an estimated $1.41M sold.

  • 117 institutional investors held Otter Tail (OTTR) as of Q3 2015, up from 114 in Q2 2015.
  • Funds reported $332M of Otter Tail stock for Q3 2015, down 0.74% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q3 2015 and 14 closed out, a net change of +4 holders.
  • The largest Otter Tail buyer in Q3 2015 was Millennium Management, an estimated $2.29M added.
  • The largest Otter Tail seller in Q3 2015 was QS Investors, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2015.