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Otter Tail
OTTR

Overview Fund Activity

118 hedge funds and large institutions have $382M invested in Otter Tail in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-3
Holders Change %
-2.48%
% of All Funds
3.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
40
Closed
16
Calls
$457K
Puts
$4K
Net Calls
+$453K
Net Calls Change
+$414K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$20.4M
2
GF
2
Gabelli Funds
New York
$33.3M
3
JGUA
3
John G. Ullman & Associates
New York
$4.16M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$2.38M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.3M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$25.8M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$0
4
U
4
UBS
Switzerland
$826K
5
Northern Trust
5
Northern Trust
Illinois
$25.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
101
Regal Investment Advisors
Michigan
$32K – – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$28K +$28K +910 New
CTC
103
Central Trust Company
Missouri
$25K +$18.3K +596 +275%
BRWA
104
B. Riley Wealth Advisors
Florida
$21.2K +$21.2K +700 New
ST
105
SpiderRock Trading
Illinois
$21K -$13K – –
MFS
106
MSI Financial Services
Massachusetts
$18K – – –
NSIM
107
North Star Investment Management
Illinois
$18K +$18K +593 New
WTC
108
WhitTier Trust Company
Nevada
$15K – – –
EFSCE
109
Enterprise Financial Services Corp (EFSC)
Missouri
$15K – – –
GGPS
110
Gary Goldberg Planning Services
New York
$12K +$119 +4 +1%
EWM
111
Edge Wealth Management
New York
$10K – – –
FANJ
112
Financial Architects (New Jersey)
New Jersey
$9K +$9K +300 New
DADC
113
D.A. Davidson & Co
Montana
$6K -$3K -100 -33%
Bessemer Group
114
Bessemer Group
New Jersey
$5K – – –
TCOV
115
Trust Company of Vermont
Vermont
$4K – – –
AC
116
Alexandria Capital
Virginia
$3K – – –
MA
117
MUFG Americas
New York
$3K – – –
PIA
118
Piedmont Investment Advisors
North Carolina
$2.51K – – –
JFA
119
JNBA Financial Advisors
Minnesota
$1K – – –
Acadian Asset Management
120
Acadian Asset Management
Massachusetts
– -$2.13M -69,187 Closed
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
– -$2.12M -68,762 Closed
Two Sigma Investments
122
Two Sigma Investments
New York
– -$723K -23,483 Closed
NI
123
Numeric Investors
Massachusetts
– -$634K -20,600 Closed
ICOA
124
Investment Centers of America
North Dakota
– -$404K -14,556 Closed
HCM
125
Highbridge Capital Management
New York
– -$391K -12,700 Closed
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5
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