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Otter Tail
OTTR

Overview Fund Activity

128 hedge funds and large institutions have $383M invested in Otter Tail in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
3.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
47
Reduced
25
Closed
10
Calls
$576K
Puts
–
Net Calls
+$576K
Net Calls Change
+$222K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.83M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.8M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$3.63M
4
BCM
4
Bridgeway Capital Management
Texas
$2.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31.1M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$3.47M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
Bank of America
4
Bank of America
North Carolina
$1.15M
5
Norges Bank
5
Norges Bank
Norway
$6.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
101
Smithfield Trust
Pennsylvania
$24K – – –
PAM
102
Paradigm Asset Management
New York
$22.2K -$47.4K -1,600 -68%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$21K – – –
NSIM
104
North Star Investment Management
Illinois
$19K +$237 +8 +1%
CPIG
105
Chicago Partners Investment Group
Illinois
$18K +$210 +7 +1%
HNB
106
Huntington National Bank
Ohio
$18K +$18K +550 New
AssetMark Inc
107
AssetMark Inc
California
$16K – – –
FNBSF
108
First National Bank Sioux Falls
South Dakota
$15K – – –
MA
109
MUFG Americas
New York
$15K +$15K +500 New
WTC
110
WhitTier Trust Company
Nevada
$14K – – –
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$11K – – –
RFA
112
Reilly Financial Advisors
California
$10K – – –
EWM
113
Edge Wealth Management
New York
$9K – – –
FANJ
114
Financial Architects (New Jersey)
New Jersey
$9K +$9K +300 New
Geode Capital Management
115
Geode Capital Management
Massachusetts
$8.72K +$1.07K +36,146 +14%
NFG
116
Next Financial Group
Texas
$8K +$8K +300 New
Creative Planning
117
Creative Planning
Kansas
$7K -$12.6K -450 -64%
MWP
118
MYCIO Wealth Partners
Pennsylvania
$7K – – –
DADC
119
D.A. Davidson & Co
Montana
$6K +$6K +225 New
SEI Investments
120
SEI Investments
Pennsylvania
$5K +$5K +157 New
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
Bessemer Group
122
Bessemer Group
New Jersey
$4K – – –
TCOV
123
Trust Company of Vermont
Vermont
$4K – – –
AC
124
Alexandria Capital
Virginia
$3K +$27 +1 +0.9%
Barclays
125
Barclays
United Kingdom
$3K +$3K +94 New
2 3 4
5
6