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Otter Tail

137 hedge funds and large institutions have $589M invested in Otter Tail in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $588K

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.03% more ownership

Funds ownership: 39.43%39.46% (+0.03%)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

4% less funds holding

Funds holding: 143137 (-6)

7% less capital invested

Capital invested by funds: $632M → $589M (-$42.4M)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
42
Reduced
42
Closed
20
Calls
$1.93M
Puts
$588K
Net Calls
+$1.35M
Net Calls Change
-$514K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$413K -$1.37M -36,270 -77%
M&T Bank
77
M&T Bank
New York
$403K
LPL Financial
78
LPL Financial
California
$400K +$19.4K +511 +5%
CG
79
Clinton Group
New York
$386K +$9.47K +250 +3%
Barclays
80
Barclays
United Kingdom
$374K +$328K +8,660 +719%
AG
81
Aperio Group
California
$366K +$41.6K +1,098 +13%
EMG
82
Ellington Management Group
Connecticut
$349K +$348K +9,200 New
NPC
83
National Planning Corporation
California
$327K
Robeco Institutional Asset Management
84
Robeco Institutional Asset Management
Netherlands
$318K
Principal Financial Group
85
Principal Financial Group
Iowa
$311K -$38.3K -1,012 -11%
MC
86
Menta Capital
California
$309K +$309K +8,159 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$307K -$81.9K -2,163 -21%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$285K
AG
89
Advisor Group
Arizona
$283K +$17.8K +471 +7%
FIM
90
Freedom Investment Management
Connecticut
$277K +$276K +7,296 New
Two Sigma Advisers
91
Two Sigma Advisers
New York
$273K +$273K +7,200 New
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$269K +$269K +7,110 New
MPI
93
Mairs & Power Inc
Minnesota
$266K +$265K +7,008 New
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$263K -$197K -5,200 -43%
Ameriprise
95
Ameriprise
Minnesota
$245K -$28.7K -759 -11%
NPPM
96
North Point Portfolio Managers
Ohio
$231K
CCIA
97
Campbell & Co Investment Adviser
Maryland
$214K +$214K +5,651 New
SG Americas Securities
98
SG Americas Securities
New York
$213K +$213K +5,630 New
NFA
99
Nuveen Fund Advisors
Illinois
$206K +$16.2K +427 +9%
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$155K -$20.6K -543 -12%

OTTR Hedge Fund Activity: Q1 2017 in Review

137 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2017, worth a combined $589M — down 6.7% from $632M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 20 closed out — a net gain of 1 holder — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $93.4M. The largest seller was Norges Bank, exiting entirely with an estimated $8.46M sold.

  • 137 institutional investors held Otter Tail (OTTR) as of Q1 2017, down from 143 in Q4 2016.
  • Funds reported $589M of Otter Tail stock for Q1 2017, down 6.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2017 and 20 closed out, a net change of +1 holder.
  • The largest Otter Tail buyer in Q1 2017 was BlackRock, an estimated $93.4M added.
  • The largest Otter Tail seller in Q1 2017 was Norges Bank, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2017.