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Otter Tail

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

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

15% more capital invested

Capital invested by funds: $334M → $383M (+$48.8M)

10% more funds holding

Funds holding: 116128 (+12)

Holders
128
Holders Change
+12
Holders Change %
+10.34%
% of All Funds
3.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ST
101
Smithfield Trust
Pennsylvania
$24K
PAM
102
Paradigm Asset Management
New York
$22.2K -$43.9K -1,600 -68%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$21K
NSIM
104
North Star Investment Management
Illinois
$19K +$220 +8 +1%
CPIG
105
Chicago Partners Investment Group
Illinois
$18K +$192 +7 +1%
HNB
106
Huntington National Bank
Ohio
$18K +$15.1K +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 +$13.7K +500 New
WTC
110
WhitTier Trust Company
Nevada
$14K
JP Morgan Chase
111
JP Morgan Chase
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 +$8.23K +300 New
Geode Capital Management
115
Geode Capital Management
Massachusetts
$8.72K +$992K +36,146 +14%
NFG
116
Next Financial Group
Texas
$8K +$8.23K +300 New
Creative Planning
117
Creative Planning
Kansas
$7K -$12.4K -450 -64%
MWP
118
MYCIO Wealth Partners
Pennsylvania
$7K
DADC
119
D.A. Davidson & Co
Montana
$6K +$6.17K +225 New
SEI Investments
120
SEI Investments
Pennsylvania
$5K +$4.31K +157 New
Bessemer Group
121
Bessemer Group
New Jersey
$4K
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$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 +$2.58K +94 New

OTTR Hedge Fund Activity: Q1 2016 in Review

128 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2016, worth a combined $383M — up 15% from $334M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new OTTR positions and 10 closed out — a net gain of 12 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $3.22M. The largest seller was Advisors Asset Management, cutting an estimated $3.31M.

  • 128 institutional investors held Otter Tail (OTTR) as of Q1 2016, up from 116 in Q4 2015.
  • Funds reported $383M of Otter Tail stock for Q1 2016, up 15% quarter-over-quarter.
  • 22 funds opened new Otter Tail positions in Q1 2016 and 10 closed out, a net change of +12 holders.
  • The largest Otter Tail buyer in Q1 2016 was Renaissance Technologies, an estimated $3.22M added.
  • The largest Otter Tail seller in Q1 2016 was Advisors Asset Management, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2016.