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Otter Tail

140 hedge funds and large institutions have $514M invested in Otter Tail in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,645% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $69K

129% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 28

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $476M → $514M (+$38.1M)

2% more funds holding

Funds holding: 137140 (+3)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
64
Reduced
28
Closed
15
Calls
$1.2M
Puts
$69K
Net Calls
+$1.14M
Net Calls Change
-$629K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$138K +$133K +3,850 +2,567%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$125K +$57.8K +1,671 +86%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$114K -$11.3K -328 -9%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$98K -$380 -11 -0.4%
GWM
105
Geneos Wealth Management
Colorado
$89K +$1.94K +56 +2%
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$89K +$89.4K +2,587 New
QI
107
QS Investors
New York
$65K +$18.6K +537 +40%
SEI Investments
108
SEI Investments
Pennsylvania
$62K +$56K +1,621 +896%
MFS
109
MSI Financial Services
Massachusetts
$56K +$380 +11 +0.7%
EWM
110
Evercore Wealth Management
New York
$48K -$3.46K -100 -7%
Barclays
111
Barclays
United Kingdom
$40K +$37.8K +1,092 +1,400%
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$36K +$5.98K +173 +20%
NFG
113
Next Financial Group
Texas
$28K +$27.7K +800 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$24K
ARMC
115
American Research & Management Company
Massachusetts
$24K +$24.2K +700 New
NSIM
116
North Star Investment Management
Illinois
$23K +$207 +6 +0.9%
WA
117
WFG Advisors
Texas
$22K +$104 +3 +0.5%
CPIG
118
Chicago Partners Investment Group
Illinois
$21K +$173 +5 +0.8%
Simplex Trading
119
Simplex Trading
Illinois
$20K +$19.7K +570 +1,727%
WTC
120
WhitTier Trust Company
Nevada
$19K +$1.8K +52 +11%
IA
121
IFP Advisors
Florida
$18K
FNBSF
122
First National Bank Sioux Falls
South Dakota
$17K
ST
123
Smithfield Trust
Pennsylvania
$17K
FPB
124
First PREMIER Bank
South Dakota
$16K +$16.2K +470 New
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$16K +$16.5K +476 New

OTTR Hedge Fund Activity: Q3 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2016, worth a combined $514M — up 8% from $476M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OTTR positions and 15 closed out — a net gain of 3 holders — while 64 added to existing stakes and 28 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $7.33M. The largest seller was Macquarie Group, cutting an estimated $2.77M.

  • 140 institutional investors held Otter Tail (OTTR) as of Q3 2016, up from 137 in Q2 2016.
  • Funds reported $514M of Otter Tail stock for Q3 2016, up 8% quarter-over-quarter.
  • 18 funds opened new Otter Tail positions in Q3 2016 and 15 closed out, a net change of +3 holders.
  • The largest Otter Tail buyer in Q3 2016 was Teachers Advisors, an estimated $7.33M added.
  • The largest Otter Tail seller in Q3 2016 was Macquarie Group, an estimated $2.77M sold.

Based on aggregated 13F filings for Q3 2016.