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Otter Tail

117 hedge funds and large institutions have $332M invested in Otter Tail in 2015 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

811% more call options, than puts

Call options by funds: $665K | Put options by funds: $73K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

3% more funds holding

Funds holding: 114117 (+3)

3% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 35

1% less capital invested

Capital invested by funds: $334M → $332M (-$2.47M)

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
36
Reduced
35
Closed
14
Calls
$665K
Puts
$73K
Net Calls
+$592K
Net Calls Change
-$531K
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
101
WhitTier Trust Company
Nevada
$13K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$12K +$7.34K +278 +163%
Barclays
103
Barclays
United Kingdom
$10K -$8.85K -335 -47%
BWFA
104
Baltimore-Washington Financial Advisors
Maryland
$10K +$10.4K +392 New
RFA
105
Reilly Financial Advisors
California
$10K +$10.6K +400 New
EWM
106
Edge Wealth Management
New York
$8K
CTC
107
Central Trust Company
Missouri
$6K
MWP
108
MYCIO Wealth Partners
Pennsylvania
$6K
EFSCE
109
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
SIM
110
Sonora Investment Management
Arizona
$4K +$3.8K +144 New
Bessemer Group
111
Bessemer Group
New Jersey
$3K
TCOV
112
Trust Company of Vermont
Vermont
$3K
AC
113
Alexandria Capital
Virginia
$3K +$26 +1 +0.9%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.64K +100 New
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.11K +80 New
JFA
116
JNBA Financial Advisors
Minnesota
$1K
Manulife (Manufacturers Life Insurance)
117
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$637 +$12.9K +488 +2%
QI
118
QS Investors
New York
-$1.41M -53,006 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
-$978K -37,040 Closed
LCP
120
Longbow Capital Partners
New York
-$759K -28,537 Closed
OC
121
Oppenheimer & Co
New York
-$612K -23,000 Closed
KBC Group
122
KBC Group
Belgium
-$396K -14,900 Closed
EVM
123
Eaton Vance Management
Massachusetts
-$254K -9,540 Closed
BTNA
124
Bremer Trust National Association
Minnesota
-$229K -8,604 Closed
AWS
125
Aris Wealth Services
Pennsylvania
-$31K -1,184 Closed

OTTR Hedge Fund Activity: Q3 2015 in Review

117 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2015, worth a combined $332M — down 0.74% from $334M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OTTR positions and 14 closed out — a net gain of 4 holders — while 36 added to existing stakes and 35 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $2.29M. The largest seller was QS Investors, exiting entirely with an estimated $1.41M sold.

  • 117 institutional investors held Otter Tail (OTTR) as of Q3 2015, up from 114 in Q2 2015.
  • Funds reported $332M of Otter Tail stock for Q3 2015, down 0.74% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q3 2015 and 14 closed out, a net change of +4 holders.
  • The largest Otter Tail buyer in Q3 2015 was Millennium Management, an estimated $2.29M added.
  • The largest Otter Tail seller in Q3 2015 was QS Investors, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2015.