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Otter Tail

137 hedge funds and large institutions have $589M invested in Otter Tail in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.93M | Put options by funds: $588K

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0.03% more ownership

Funds ownership: 39.43%39.46% (+0.03%)

0% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 42

4% less funds holding

Funds holding: 143137 (-6)

7% less capital invested

Capital invested by funds: $632M → $589M (-$42.4M)

Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
42
Reduced
42
Closed
20
Calls
$1.93M
Puts
$588K
Net Calls
+$1.35M
Net Calls Change
-$514K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$151K
QI
102
QS Investors
New York
$151K +$61.2K +1,617 +68%
SEI Investments
103
SEI Investments
Pennsylvania
$136K +$10.4K +274 +8%
AIP
104
Ameritas Investment Partners
Nebraska
$119K +$119K +3,144 New
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$108K +$76 +2 +0.1%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$106K -$7.23K -191 -6%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$98K
GWM
108
Geneos Wealth Management
Colorado
$90K -$2.77K -73 -3%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$74.4K -$60.6K -1,601 -45%
PWM
110
Perigon Wealth Management
California
$66K +$66.1K +1,746 New
AIM
111
Acrospire Investment Management
Illinois
$59K +$56.1K +1,480 +1,947%
Parallax Volatility Advisers
112
Parallax Volatility Advisers
California
$58K +$30.3K +801 +110%
NSIM
113
North Star Investment Management
Illinois
$57K +$227 +6 +0.4%
HCA
114
Harbour Capital Advisors
Virginia
$53.1K +$53K +1,400 New
PA
115
Parallel Advisors
California
$50K
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$39K
EWM
117
Evercore Wealth Management
New York
$38K -$15.2K -400 -29%
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$27K
PG
119
PEAK6 Group
Illinois
$23K +$23.4K +617 New
WTC
120
WhitTier Trust Company
Nevada
$20K
ST
121
Smithfield Trust
Pennsylvania
$19K
CTC
122
Central Trust Company
Missouri
$15K -$7.58K -200 -33%
EWM
123
Edge Wealth Management
New York
$12K
FANJ
124
Financial Architects (New Jersey)
New Jersey
$11K
CG
125
Cutler Group
California
$9K -$11.5K -304 -56%

OTTR Hedge Fund Activity: Q1 2017 in Review

137 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2017, worth a combined $589M — down 6.7% from $632M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTTR positions and 20 closed out — a net gain of 1 holder — while 42 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $93.4M. The largest seller was Norges Bank, exiting entirely with an estimated $8.46M sold.

  • 137 institutional investors held Otter Tail (OTTR) as of Q1 2017, down from 143 in Q4 2016.
  • Funds reported $589M of Otter Tail stock for Q1 2017, down 6.7% quarter-over-quarter.
  • 21 funds opened new Otter Tail positions in Q1 2017 and 20 closed out, a net change of +1 holder.
  • The largest Otter Tail buyer in Q1 2017 was BlackRock, an estimated $93.4M added.
  • The largest Otter Tail seller in Q1 2017 was Norges Bank, an estimated $8.46M sold.

Based on aggregated 13F filings for Q1 2017.