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Otter Tail
OTTR

143 hedge funds and large institutions have $632M invested in Otter Tail in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $286K

39.43% more ownership

Funds ownership: 0% → 39.43% (+39%)

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

23% more capital invested

Capital invested by funds: $514M → $632M (+$118M)

2% more funds holding

Funds holding: 140 → 143 (+3)

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

Holders
143
Holders Change
+3
Holders Change %
+2.14%
% of All Funds
3.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
45
Reduced
44
Closed
15
Calls
$2.15M
Puts
$286K
Net Calls
+$1.86M
Net Calls Change
+$725K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$9.42M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.27M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$5.17M
4
Morgan Stanley
Morgan Stanley
New York
+$3.73M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
JGUA
John G. Ullman & Associates
New York
-$5.75M
2
LSV Asset Management
LSV Asset Management
Illinois
-$2.83M
3
MHI
Miller Howard Investments
New York
-$1.86M
4
Norges Bank
Norges Bank
Norway
-$1.63M
5
CS
Credit Suisse
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$166K – – –
DADC
102
D.A. Davidson & Co
Montana
$163K – – –
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$145K -$2.01K -54 -1%
SEI Investments
104
SEI Investments
Pennsylvania
$134K +$55.7K +1,498 +83%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$113K -$11.3K -305 -9%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$109K – – –
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$106K – – –
GWM
108
Geneos Wealth Management
Colorado
$100K -$4.05K -109 -4%
QI
109
QS Investors
New York
$97K +$18.4K +496 +26%
HR
110
Howe & Rusling
New York
$69K +$63.1K +1,697 New
MFS
111
MSI Financial Services
Massachusetts
$67K +$223 +6 +0.4%
NSIM
112
North Star Investment Management
Illinois
$62K +$31.8K +855 +131%
EWM
113
Evercore Wealth Management
New York
$57K – – –
PA
114
Parallel Advisors
California
$53K +$48.3K +1,300 New
Barclays
115
Barclays
United Kingdom
$49K +$1.3K +35 +3%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$42K – – –
NFG
117
Next Financial Group
Texas
$33K – – –
Parallax Volatility Advisers
118
Parallax Volatility Advisers
California
$30K +$9.26K +249 +52%
ARMC
119
American Research & Management Company
Massachusetts
$29K – – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$29K – – –
TRCT
121
Tower Research Capital (TRC)
New York
$24K +$22.2K +597 New
CTC
122
Central Trust Company
Missouri
$24K +$22.3K +600 New
WTC
123
WhitTier Trust Company
Nevada
$22K – – –
CG
124
Cutler Group
California
$22K +$20.2K +543 New
ST
125
Smithfield Trust
Pennsylvania
$20K – – –
3 4
5
6 7

OTTR Hedge Fund Activity: Q4 2016 in Review

143 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q4 2016, worth a combined $632M — up 23% from $514M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OTTR positions and 15 closed out — a net gain of 5 holders — while 45 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $9.42M. The largest seller was John G. Ullman & Associates, cutting an estimated $5.75M.

  • 143 institutional investors held Otter Tail (OTTR) as of Q4 2016, up from 140 in Q3 2016.
  • Funds reported $632M of Otter Tail stock for Q4 2016, up 23% quarter-over-quarter.
  • 20 funds opened new Otter Tail positions in Q4 2016 and 15 closed out, a net change of +5 holders.
  • The largest Otter Tail buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $9.42M added.
  • The largest Otter Tail seller in Q4 2016 was John G. Ullman & Associates, an estimated $5.75M sold.

Based on aggregated 13F filings for Q4 2016.