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Otter Tail

128 hedge funds and large institutions have $383M invested in Otter Tail in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $334M → $383M (+$48.8M)

10% more funds holding

Funds holding: 116128 (+12)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
47
Reduced
25
Closed
10
Calls
$576K
Puts
Net Calls
+$576K
Net Calls Change
+$222K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
Icon Advisers
Colorado
$264K
NPC
77
National Planning Corporation
California
$258K -$28.8K -1,050 -11%
Legal & General Group
78
Legal & General Group
United Kingdom
$225K +$15K +546 +8%
Ameriprise
79
Ameriprise
Minnesota
$218K -$45.9K -1,672 -18%
MAM
80
Martingale Asset Management
Massachusetts
$217K -$181K -6,602 -47%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$214K -$70.1K -2,555 -26%
MCM
82
Murphy Capital Management
New Jersey
$211K +$196K +7,150 New
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$207K +$192K +7,000 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$205K -$92.4K -3,367 -33%
PAM
85
Panagora Asset Management
Massachusetts
$198K +$184K +6,688 New
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$187K -$78.1K -2,846 -31%
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$185K -$206K -7,523 -55%
Axa
88
Axa
France
$185K +$171K +6,239 New
RFC
89
Russell Frank Company
Washington
$151K
Canada Life
90
Canada Life
Manitoba, Canada
$120K
SO
91
STRS Ohio
Ohio
$115K +$107K +3,900 New
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$107K -$1.04K -38 -1%
LTFS
93
Ladenburg Thalmann Financial Services
Florida
$99K +$8.73K +318 +11%
GWM
94
Geneos Wealth Management
Colorado
$87K +$82K +2,987 New
BlackRock
95
BlackRock
New York
$82K +$39.9K +1,455 +110%
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$59K
MFS
97
MSI Financial Services
Massachusetts
$48K +$302 +11 +0.7%
EWM
98
Evercore Wealth Management
New York
$44K
WA
99
WFG Advisors
Texas
$41K +$412 +15 +1%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$25K

OTTR Hedge Fund Activity: Q1 2016 in Review

128 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2016, worth a combined $383M — up 15% from $334M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OTTR positions and 10 closed out — a net gain of 12 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $3.22M. The largest seller was Advisors Asset Management, cutting an estimated $3.31M.

  • 128 institutional investors held Otter Tail (OTTR) as of Q1 2016, up from 116 in Q4 2015.
  • Funds reported $383M of Otter Tail stock for Q1 2016, up 15% quarter-over-quarter.
  • 22 funds opened new Otter Tail positions in Q1 2016 and 10 closed out, a net change of +12 holders.
  • The largest Otter Tail buyer in Q1 2016 was Renaissance Technologies, an estimated $3.22M added.
  • The largest Otter Tail seller in Q1 2016 was Advisors Asset Management, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2016.