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Otter Tail

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: 140143 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
126
First PREMIER Bank
South Dakota
$19K
TCM
127
Tradewinds Capital Management
Washington
$16K
Simplex Trading
128
Simplex Trading
Illinois
$15K -$7.84K -211 -35%
EF
129
Empirical Finance
Pennsylvania
$15K +$13.3K +357 New
WA
130
WFG Advisors
Texas
$14K -$11K -297 -46%
EWM
131
Edge Wealth Management
New York
$13K
FANJ
132
Financial Architects (New Jersey)
New Jersey
$12K
RFA
133
Reilly Financial Advisors
California
$8K -$5.58K -150 -43%
Creative Planning
134
Creative Planning
Kansas
$8K +$186 +5 +3%
EFSCE
135
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
AC
136
Alexandria Capital
Virginia
$5K
TCOV
137
Trust Company of Vermont
Vermont
$5K
ECM
138
Elgethun Capital Management
South Dakota
$4K +$3.87K +104 New
AIM
139
Acrospire Investment Management
Illinois
$3K -$7.44K -200 -72%
DA
140
Denali Advisors
California
$2K
VCM
141
Versant Capital Management
Arizona
$2K
JFA
142
JNBA Financial Advisors
Minnesota
$2K +$1.49K +40 New
PK
143
Pflug Koory
Nebraska
$2 +$1.86K +50 New
LSV Asset Management
144
LSV Asset Management
Illinois
-$2.83M -81,783 Closed
MHI
145
Miller Howard Investments
New York
-$1.86M -53,860 Closed
Citadel Advisors
146
Citadel Advisors
Florida
-$1.01M -29,342 Closed
Arrowstreet Capital
147
Arrowstreet Capital
Massachusetts
-$998K -28,840 Closed
Macquarie Group
148
Macquarie Group
Australia
-$705K -20,383 Closed
SCM
149
Sterling Capital Management
North Carolina
-$561K -16,222 Closed
DTL
150
Dynamic Technology Lab
Singapore
-$331K -9,553 Closed

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.