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Otter Tail

108 hedge funds and large institutions have $330M invested in Otter Tail in 2013 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

2% less capital invested

Capital invested by funds: $335M → $330M (-$5.67M)

4% less funds holding

Funds holding: 112108 (-4)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

23% less call options, than puts

Call options by funds: $766K | Put options by funds: $989K

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
33
Reduced
29
Closed
16
Calls
$766K
Puts
$989K
Net Calls
-$223K
Net Calls Change
-$455K
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
101
Central Trust Company
Missouri
$6K
Bessemer Group
102
Bessemer Group
New Jersey
$4K
EFSCE
103
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
ECM
104
ETrade Capital Management
Virginia
$4K
TCOV
105
Trust Company of Vermont
Vermont
$4K
AC
106
Alexandria Capital
Virginia
$3K
JFA
107
JNBA Financial Advisors
Minnesota
$1K
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$733
Neuberger Berman Group
109
Neuberger Berman Group
New York
-$988K -34,796 Closed
DC
110
Deere & Company
Illinois
-$960K -33,798 Closed
Renaissance Technologies
111
Renaissance Technologies
New York
-$801K -28,210 Closed
Fidelity Investments
112
Fidelity Investments
Massachusetts
-$648K -22,800 Closed
PP
113
PDT Partners
New York
-$386K -13,577 Closed
Jane Street
114
Jane Street
New York
-$366K -12,891 Closed
ZIM
115
Zacks Investment Management
Illinois
-$277K -9,741 Closed
MCM
116
Murphy Capital Management
New Jersey
-$204K -7,200 Closed
PG
117
PEAK6 Group
Illinois
-$140K -4,874 Closed
CBOA
118
Commonwealth Bank of Australia
Australia
-$24K -850 Closed
OMCS
119
Old Mutual Customised Solutions
South Africa
-$17K -600 Closed
PMFA
120
Plante Moran Financial Advisors
Michigan
-$11K -400 Closed
WA
121
WFG Advisors
Texas
-$9K -303 Closed
CCMH
122
Cornerstone Capital Management Holdings
New York
-$6K -184 Closed
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
-$4K -150 Closed
HF
124
Hoxton Financial
West Virginia
-$2K -80 Closed

OTTR Hedge Fund Activity: Q3 2013 in Review

108 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2013, worth a combined $330M — down 1.7% from $335M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 13 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.94M. The largest seller was Acadian Asset Management, cutting an estimated $2.38M.

  • 108 institutional investors held Otter Tail (OTTR) as of Q3 2013, down from 112 in Q2 2013.
  • Funds reported $330M of Otter Tail stock for Q3 2013, down 1.7% quarter-over-quarter.
  • 13 funds opened new Otter Tail positions in Q3 2013 and 16 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $2.94M added.
  • The largest Otter Tail seller in Q3 2013 was Acadian Asset Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2013.