Otter Tail
OTTR
121 hedge funds and large institutions have $374M invested in Otter Tail in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
150% more call options, than puts
Call options by funds: $65K | Put options by funds: $26K
19% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 31
12% more funds holding
Funds holding: 108 → 121 (+13)
8% more capital invested
Capital invested by funds: $347M → $374M (+$26.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.02M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.86M |
| 3 |
Renaissance Technologies
New York
|
+$1.78M |
| 4 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$1.5M |
| 5 |
JP Morgan Chase
New York
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWC
First Washington Corp
Seattle,
Washington
|
-$2.9M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$2.67M |
| 3 |
BB
Bell Bank
Fargo,
North Dakota
|
-$1.73M |
| 4 |
Goldman Sachs
New York
|
-$1.15M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.12M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Allianz Asset Management
Munich,
Germany
| – | -$391K | -13,358 | Closed |
|
127
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$386K | -13,197 | Closed |
|
128
D.E. Shaw & Co
New York
| – | -$280K | -9,565 | Closed |
|
|
HNB
129
Huntington National Bank
Columbus,
Ohio
| – | -$104K | -3,550 | Closed |
|
|
RFC
130
Russell Frank Company
Seattle,
Washington
| – | -$81K | -2,879 | Closed |
|
OTTR Hedge Fund Activity: Q1 2014 in Review
121 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q1 2014, worth a combined $374M — up 7.7% from $347M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new OTTR positions and 8 closed out — a net gain of 13 holders — while 37 added to existing stakes and 31 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.02M. The largest seller was First Washington Corp, exiting entirely with an estimated $2.9M sold.
- 121 institutional investors held Otter Tail (OTTR) as of Q1 2014, up from 108 in Q4 2013.
- Funds reported $374M of Otter Tail stock for Q1 2014, up 7.7% quarter-over-quarter.
- 21 funds opened new Otter Tail positions in Q1 2014 and 8 closed out, a net change of +13 holders.
- The largest Otter Tail buyer in Q1 2014 was Vanguard Group, an estimated $3.02M added.
- The largest Otter Tail seller in Q1 2014 was First Washington Corp, an estimated $2.9M sold.
Based on aggregated 13F filings for Q1 2014.