Otter Tail
OTTR
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.
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: 116 → 128 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$3.22M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.16M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$2.49M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$2.13M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$3.31M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.67M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.47M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.64M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$1.39M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
126
JNBA Financial Advisors
Bloomington,
Minnesota
| $1K | – | – | – |
|
|
QI
127
QS Investors
New York
| $1K | – | – | – |
|
|
VCM
128
Versant Capital Management
Phoenix,
Arizona
| $1K | – | – | – |
|
|
PAIM
129
Punch & Associates Investment Management
Edina,
Minnesota
| – | -$2.67M | -100,346 | Closed |
|
|
130
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$2.47M | -92,700 | Closed |
|
131
Principal Financial Group
Des Moines,
Iowa
| – | -$251K | -9,432 | Closed |
|
132
BNP Paribas Financial Markets
Paris,
France
| – | -$243K | -9,134 | Closed |
|
133
Acadian Asset Management
Boston,
Massachusetts
| – | -$209K | -7,831 | Closed |
|
|
CCMH
134
Cornerstone Capital Management Holdings
New York
| – | -$142K | -5,335 | Closed |
|
|
DBT
135
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$20K | -750 | Closed |
|
|
IA
136
IFP Advisors
Tampa,
Florida
| – | -$14K | -508 | Closed |
|
|
CTC
137
Central Trust Company
Jefferson City,
Missouri
| – | -$6K | -217 | Closed |
|
|
TRCT
138
Tower Research Capital (TRC)
New York
| – | -$5K | -200 | Closed |
|
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.