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Otter Tail

119 hedge funds and large institutions have $403M invested in Otter Tail in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

11,308% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $13K

3% more capital invested

Capital invested by funds: $393M → $403M (+$10.1M)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 121119 (-2)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

Holders
119
Holders Change
-2
Holders Change %
-1.65%
% of All Funds
3.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
41
Closed
16
Calls
$1.48M
Puts
$13K
Net Calls
+$1.47M
Net Calls Change
+$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
101
MSI Financial Services
Massachusetts
$19K
OIA
102
Optimum Investment Advisors
Illinois
$19K +$19.1K +600 New
HNB
103
Huntington National Bank
Ohio
$18K
RFC
104
Russell Frank Company
Washington
$18K +$18K +564 New
EFSCE
105
Enterprise Financial Services Corp (EFSC)
Missouri
$16K
FNBSF
106
First National Bank Sioux Falls
South Dakota
$16K
WTC
107
WhitTier Trust Company
Nevada
$16K
EWM
108
Edge Wealth Management
New York
$10K
FANJ
109
Financial Architects (New Jersey)
New Jersey
$10K
BAM
110
Bruderman Asset Management
New York
$9K +$9.3K +292 New
CTC
111
Central Trust Company
Missouri
$7K
MWP
112
MYCIO Wealth Partners
Pennsylvania
$7K
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$6K +$5.45K +171 New
Bessemer Group
114
Bessemer Group
New Jersey
$5K
TCOV
115
Trust Company of Vermont
Vermont
$4K
MA
116
MUFG Americas
New York
$3K
AC
117
Alexandria Capital
Virginia
$3K +$32 +1 +0.9%
JFA
118
JNBA Financial Advisors
Minnesota
$1K
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$779 +$31.2K +980 +4%
Goldman Sachs
120
Goldman Sachs
New York
-$4.9M -158,147 Closed
Prudential Financial
121
Prudential Financial
New Jersey
-$1.27M -41,170 Closed
LCP
122
Longbow Capital Partners
New York
-$1.2M -38,900 Closed
Two Sigma Investments
123
Two Sigma Investments
New York
-$699K -22,588 Closed
CIC
124
Cornercap Investment Counsel
Georgia
-$441K -14,260 Closed
TC
125
TFS Capital
Pennsylvania
-$358K -11,577 Closed

OTTR Hedge Fund Activity: Q1 2015 in Review

119 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2015, worth a combined $403M — up 2.6% from $393M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OTTR and 15 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 34 added.

The largest buyer was Advisors Asset Management, adding an estimated $3.73M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.9M sold.

  • 119 institutional investors held Otter Tail (OTTR) as of Q1 2015, down from 121 in Q4 2014.
  • Funds reported $403M of Otter Tail stock for Q1 2015, up 2.6% quarter-over-quarter.
  • 15 funds opened new Otter Tail positions in Q1 2015 and 16 closed out, a net change of -1 holder.
  • The largest Otter Tail buyer in Q1 2015 was Advisors Asset Management, an estimated $3.73M added.
  • The largest Otter Tail seller in Q1 2015 was Goldman Sachs, an estimated $4.9M sold.

Based on aggregated 13F filings for Q1 2015.