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Otter Tail

136 hedge funds and large institutions have $704M invested in Otter Tail in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $634M → $704M (+$69.6M)

0.5% more ownership

Funds ownership: 40.53%41.03% (+0.5%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

4% less funds holding

Funds holding: 142136 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
44
Reduced
46
Closed
15
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$393K +$123K +2,971 +49%
SG Americas Securities
77
SG Americas Securities
New York
$371K +$202K +4,876 +132%
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$364K
SEI Investments
79
SEI Investments
Pennsylvania
$364K +$51.5K +1,244 +17%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$362K +$45.2K +1,092 +15%
AG
81
Advisor Group
Arizona
$337K -$4.96K -120 -2%
NPC
82
National Planning Corporation
California
$330K -$41.4K -1,000 -12%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$326K
FIM
84
Freedom Investment Management
Connecticut
$319K -$2.69K -65 -0.9%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$314K +$119K +2,866 +65%
MPI
86
Mairs & Power Inc
Minnesota
$304K
AG
87
Aperio Group
California
$300K -$2.81K -68 -1%
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$293K
ARTA
89
A.R.T. Advisors
New York
$282K -$521K -12,583 -66%
Ameriprise
90
Ameriprise
Minnesota
$279K -$22.9K -554 -8%
Two Sigma Advisers
91
Two Sigma Advisers
New York
$277K +$53.8K +1,300 +25%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$270K -$248K -6,000 -49%
JIM
93
Jupiter Investment Management
United Kingdom
$270K +$145K +3,517 +129%
NPPM
94
North Point Portfolio Managers
Ohio
$264K
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$241K -$59.7K -1,444 -21%
CIM
96
Contravisory Investment Management
Massachusetts
$216K +$207K +4,992 New
MCM
97
Murphy Capital Management
New Jersey
$216K +$207K +5,000 New
N
98
Natixis
France
$213K +$203K +4,918 New
AB
99
Amalgamated Bank
New York
$212K +$203K +4,896 New
NFA
100
Nuveen Fund Advisors
Illinois
$209K -$17.9K -433 -8%

OTTR Hedge Fund Activity: Q3 2017 in Review

136 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2017, worth a combined $704M — up 11% from $634M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OTTR and 11 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 44 added.

The largest buyer was Vanguard Group, adding an estimated $5.32M. The largest seller was Deutsche Bank, cutting an estimated $1.92M.

  • 136 institutional investors held Otter Tail (OTTR) as of Q3 2017, down from 142 in Q2 2017.
  • Funds reported $704M of Otter Tail stock for Q3 2017, up 11% quarter-over-quarter.
  • 11 funds opened new Otter Tail positions in Q3 2017 and 15 closed out, a net change of -4 holders.
  • The largest Otter Tail buyer in Q3 2017 was Vanguard Group, an estimated $5.32M added.
  • The largest Otter Tail seller in Q3 2017 was Deutsche Bank, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2017.