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Otter Tail

121 hedge funds and large institutions have $374M invested in Otter Tail in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

150% more call options, than puts

Call options by funds: $65K | Put options by funds: $26K

19% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 31

12% more funds holding

Funds holding: 108121 (+13)

8% more capital invested

Capital invested by funds: $347M → $374M (+$26.7M)

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
37
Reduced
31
Closed
8
Calls
$65K
Puts
$26K
Net Calls
+$39K
Net Calls Change
-$473K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$43K
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$37K -$206 -7 -0.6%
RIA
103
Regal Investment Advisors
Michigan
$33K
CCM
104
Carderock Capital Management
Maryland
$25K +$23.6K +800 New
MFS
105
MSI Financial Services
Massachusetts
$18K
WTC
106
WhitTier Trust Company
Nevada
$15K
EFSCE
107
Enterprise Financial Services Corp (EFSC)
Missouri
$15K +$10.4K +352 +239%
ST
108
SpiderRock Trading
Illinois
$13K
GGPS
109
Gary Goldberg Planning Services
New York
$12K +$11.8K +400 New
TRCT
110
Tower Research Capital (TRC)
New York
$12K +$11.8K +401 New
EWM
111
Edge Wealth Management
New York
$10K
DADC
112
D.A. Davidson & Co
Montana
$9K
CTC
113
Central Trust Company
Missouri
$7K
ECM
114
ETrade Capital Management
Virginia
$4K -$177 -6 -4%
Bessemer Group
115
Bessemer Group
New Jersey
$4K
TCOV
116
Trust Company of Vermont
Vermont
$4K
AC
117
Alexandria Capital
Virginia
$3K
MA
118
MUFG Americas
New York
$3K
PIA
119
Piedmont Investment Advisors
North Carolina
$2.56K
TAM
120
Tocqueville Asset Management
New York
$2K
JFA
121
JNBA Financial Advisors
Minnesota
$1K
Manulife (Manufacturers Life Insurance)
122
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$815 +$59.5K +2,017 +8%
FWC
123
First Washington Corp
Washington
-$2.9M -99,029 Closed
IG
124
ING Group
Netherlands
-$2.67M -91,500 Closed
CIP
125
Convergence Investment Partners
Florida
-$622K -21,250 Closed

OTTR Hedge Fund Activity: Q1 2014 in Review

121 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2014, worth a combined $374M — up 7.7% from $347M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 8 closed out — a net gain of 13 holders — while 37 added to existing stakes and 31 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.02M. The largest seller was First Washington Corp, exiting entirely with an estimated $2.9M sold.

  • 121 institutional investors held Otter Tail (OTTR) as of Q1 2014, up from 108 in Q4 2013.
  • Funds reported $374M of Otter Tail stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2014 and 8 closed out, a net change of +13 holders.
  • The largest Otter Tail buyer in Q1 2014 was Vanguard Group, an estimated $3.02M added.
  • The largest Otter Tail seller in Q1 2014 was First Washington Corp, an estimated $2.9M sold.

Based on aggregated 13F filings for Q1 2014.