We are live on ! Find out more
OTTR icon

Otter Tail

140 hedge funds and large institutions have $514M invested in Otter Tail in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,645% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $69K

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $476M → $514M (+$38.1M)

2% more funds holding

Funds holding: 137140 (+3)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
64
Reduced
28
Closed
15
Calls
$1.2M
Puts
$69K
Net Calls
+$1.14M
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
76
Farmers & Merchants Investments Inc
Nebraska
$420K +$351K +10,150 +508%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$415K +$173K +5,000 +71%
BlackRock
78
BlackRock
New York
$414K +$11.9K +344 +3%
Citigroup
79
Citigroup
New York
$393K -$233K -6,732 -37%
AI
80
Accredited Investors
Minnesota
$390K -$25.5K -738 -6%
M&T Bank
81
M&T Bank
New York
$369K
AI
82
Analytic Investors
California
$338K +$338K +9,777 New
LPL Financial
83
LPL Financial
California
$336K +$347K +10,043 New
DTL
84
Dynamic Technology Lab
Singapore
$331K +$330K +9,553 New
Principal Financial Group
85
Principal Financial Group
Iowa
$328K +$18.7K +541 +6%
AG
86
Aperio Group
California
$319K +$319K +9,232 New
FIM
87
Freedom Investment Management
Connecticut
$317K +$317K +9,177 New
NPC
88
National Planning Corporation
California
$305K
Legal & General Group
89
Legal & General Group
United Kingdom
$300K -$7.54K -218 -2%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$300K +$48.1K +1,392 +19%
VKH
91
Virtu KCG Holdings
New York
$293K -$327K -9,472 -53%
RJA
92
Raymond James & Associates
Florida
$276K
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$260K
AG
94
Advisor Group
Arizona
$258K +$9.09K +263 +4%
Ameriprise
95
Ameriprise
Minnesota
$238K -$24.8K -717 -10%
SG Americas Securities
96
SG Americas Securities
New York
$228K +$228K +6,585 New
NPPM
97
North Point Portfolio Managers
Ohio
$211K
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$165K +$38.2K +1,105 +30%
EA
99
Emerald Acquisition
Washington
$157K -$19.5K -564 -11%
Canada Life
100
Canada Life
Manitoba, Canada
$140K

OTTR Hedge Fund Activity: Q3 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2016, worth a combined $514M — up 8% from $476M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OTTR positions and 15 closed out — a net gain of 3 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $7.33M. The largest seller was Macquarie Group, cutting an estimated $2.77M.

  • 140 institutional investors held Otter Tail (OTTR) as of Q3 2016, up from 137 in Q2 2016.
  • Funds reported $514M of Otter Tail stock for Q3 2016, up 8% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q3 2016 and 15 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2016 was Teachers Advisors, an estimated $7.33M added.
  • The largest Otter Tail seller in Q3 2016 was Macquarie Group, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2016.