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Otter Tail

143 hedge funds and large institutions have $632M invested in Otter Tail in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $286K

39.43% more ownership

Funds ownership: 0%39.43% (+39%)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $514M → $632M (+$118M)

2% more funds holding

Funds holding: 140143 (+3)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
45
Reduced
44
Closed
15
Calls
$2.15M
Puts
$286K
Net Calls
+$1.86M
Net Calls Change
+$725K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Accredited Investors
Minnesota
$461K +$595 +16 +0.1%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$458K +$415K +11,169 New
UBS AM
78
UBS AM
Illinois
$436K -$179K -4,824 -31%
M&T Bank
79
M&T Bank
New York
$434K
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$418K +$58.4K +1,571 +18%
CG
81
Clinton Group
New York
$405K -$97K -2,610 -21%
LPL Financial
82
LPL Financial
California
$395K -$3.23K -87 -0.9%
Principal Financial Group
83
Principal Financial Group
Iowa
$377K -$9.29K -250 -3%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$355K +$323K +8,697 New
AG
85
Aperio Group
California
$349K -$25.3K -680 -7%
HIS
86
Horizon Investment Services
Indiana
$345K -$540K -14,519 -63%
Robeco Institutional Asset Management
87
Robeco Institutional Asset Management
Netherlands
$343K +$312K +8,396 New
NPC
88
National Planning Corporation
California
$326K
Los Angeles Capital Management
89
Los Angeles Capital Management
California
$307K
Ameriprise
90
Ameriprise
Minnesota
$293K +$15.4K +415 +6%
AG
91
Advisor Group
Arizona
$286K -$16.6K -447 -6%
NPPM
92
North Point Portfolio Managers
Ohio
$249K
ProShare Advisors
93
ProShare Advisors
Maryland
$249K +$227K +6,101 New
VKH
94
Virtu KCG Holdings
New York
$239K -$97.2K -2,614 -31%
Axa
95
Axa
France
$231K +$210K +5,661 New
ZIM
96
Zacks Investment Management
Illinois
$231K +$211K +5,663 New
TSS
97
Two Sigma Securities
New York
$207K +$188K +5,067 New
MCM
98
Murphy Capital Management
New Jersey
$204K +$186K +5,000 New
NFA
99
Nuveen Fund Advisors
Illinois
$204K +$186K +5,000 New
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$188K -$5.8K -156 -3%

OTTR Hedge Fund Activity: Q4 2016 in Review

143 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2016, worth a combined $632M — up 23% from $514M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OTTR positions and 15 closed out — a net gain of 5 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.42M. The largest seller was John G. Ullman & Associates, cutting an estimated $5.75M.

  • 143 institutional investors held Otter Tail (OTTR) as of Q4 2016, up from 140 in Q3 2016.
  • Funds reported $632M of Otter Tail stock for Q4 2016, up 23% quarter-over-quarter.
  • 20 funds opened new Otter Tail positions in Q4 2016 and 15 closed out, a net change of +5 holders.
  • The largest Otter Tail buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.42M added.
  • The largest Otter Tail seller in Q4 2016 was John G. Ullman & Associates, an estimated $5.75M sold.

Based on aggregated 13F filings for Q4 2016.