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Otter Tail

114 hedge funds and large institutions have $334M invested in Otter Tail in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

653% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $172K

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

4% less funds holding

Funds holding: 119114 (-5)

17% less capital invested

Capital invested by funds: $403M → $334M (-$68.5M)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
3.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
40
Reduced
41
Closed
12
Calls
$1.29M
Puts
$172K
Net Calls
+$1.12M
Net Calls Change
-$347K
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$8K
CTC
102
Central Trust Company
Missouri
$6K
MWP
103
MYCIO Wealth Partners
Pennsylvania
$6K
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$5K
EFSCE
105
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$10.1K -352 -71%
TCOV
106
Trust Company of Vermont
Vermont
$4K
Bessemer Group
107
Bessemer Group
New Jersey
$3K -$1.29K -45 -25%
AC
108
Alexandria Capital
Virginia
$3K +$29 +1 +0.9%
Federated Hermes
109
Federated Hermes
Pennsylvania
$2K -$44.2K -1,539 -96%
RCG
110
Ruggie Capital Group
Florida
$2K +$2.3K +80 New
JFA
111
JNBA Financial Advisors
Minnesota
$1K
JG
112
Jefferies Group
New York
$1K +$1K +35 New
GT
113
Glenmede Trust
Pennsylvania
$1K +$1.67K +58 New
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$636 -$8.12K -283 -1%
First Trust Advisors
115
First Trust Advisors
Illinois
-$692K -21,506 Closed
HIS
116
Horizon Investment Services
Indiana
-$493K -15,309 Closed
DTL
117
Dynamic Technology Lab
Singapore
-$351K -10,912 Closed
BB
118
Bell Bank
North Dakota
-$314K -9,747 Closed
Mariner
119
Mariner
Kansas
-$277K -8,620 Closed
EMG
120
Ellington Management Group
Connecticut
-$273K -8,500 Closed
NI
121
Numeric Investors
Massachusetts
-$235K -7,300 Closed
ProShare Advisors
122
ProShare Advisors
Maryland
-$227K -7,046 Closed
SIM
123
Spark Investment Management
New York
-$218K -6,800 Closed
Creative Planning
124
Creative Planning
Kansas
-$120K -3,719 Closed
BAM
125
Bruderman Asset Management
New York
-$9K -292 Closed

OTTR Hedge Fund Activity: Q2 2015 in Review

114 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q2 2015, worth a combined $334M — down 17% from $403M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of OTTR and 8 opened new positions — a net loss of 4 holders — while 41 trimmed existing stakes and 40 added.

The largest buyer was First Washington Corp, opening a new position worth an estimated $2.86M. The largest seller was QS Investors, cutting an estimated $2.19M.

  • 114 institutional investors held Otter Tail (OTTR) as of Q2 2015, down from 119 in Q1 2015.
  • Funds reported $334M of Otter Tail stock for Q2 2015, down 17% quarter-over-quarter.
  • 8 funds opened new Otter Tail positions in Q2 2015 and 12 closed out, a net change of -4 holders.
  • The largest Otter Tail buyer in Q2 2015 was First Washington Corp, an estimated $2.86M added.
  • The largest Otter Tail seller in Q2 2015 was QS Investors, an estimated $2.19M sold.

Based on aggregated 13F filings for Q2 2015.