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Otter Tail

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

11,325% more call options, than puts

Call options by funds: $457K | Put options by funds: $4K

2% more capital invested

Capital invested by funds: $374M → $382M (+$8.5M)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

2% less funds holding

Funds holding: 121118 (-3)

19% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 16

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
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
101
Regal Investment Advisors
Michigan
$32K
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$28K +$26.5K +910 New
CTC
103
Central Trust Company
Missouri
$25K +$17.3K +596 +275%
BRWA
104
B. Riley Wealth Advisors
Florida
$21.2K +$20.4K +700 New
ST
105
SpiderRock Trading
Illinois
$21K
MFS
106
MSI Financial Services
Massachusetts
$18K
NSIM
107
North Star Investment Management
Illinois
$18K +$17.3K +593 New
EFSCE
108
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
WTC
109
WhitTier Trust Company
Nevada
$15K
GGPS
110
Gary Goldberg Planning Services
New York
$12K +$116 +4 +1%
EWM
111
Edge Wealth Management
New York
$10K
FANJ
112
Financial Architects (New Jersey)
New Jersey
$9K +$8.73K +300 New
DADC
113
D.A. Davidson & Co
Montana
$6K -$2.91K -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
JP Morgan Chase
121
JP Morgan Chase
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

OTTR Hedge Fund Activity: Q2 2014 in Review

118 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2014, worth a combined $382M — up 2.3% from $374M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 13 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 39 added.

The largest buyer was Norges Bank, adding an estimated $9.81M. The largest seller was BlackRock Fund Advisors, cutting an estimated $2.45M.

  • 118 institutional investors held Otter Tail (OTTR) as of Q2 2014, down from 121 in Q1 2014.
  • Funds reported $382M of Otter Tail stock for Q2 2014, up 2.3% quarter-over-quarter.
  • 13 funds opened new Otter Tail positions in Q2 2014 and 16 closed out, a net change of -3 holders.
  • The largest Otter Tail buyer in Q2 2014 was Norges Bank, an estimated $9.81M added.
  • The largest Otter Tail seller in Q2 2014 was BlackRock Fund Advisors, an estimated $2.45M sold.

Based on aggregated 13F filings for Q2 2014.