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Otter Tail

136 hedge funds and large institutions have $704M invested in Otter Tail in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $634M → $704M (+$69.6M)

0.5% more ownership

Funds ownership: 40.53%41.03% (+0.5%)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

4% less funds holding

Funds holding: 142136 (-6)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
136
Holders Change
-6
Holders Change %
-4.23%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
44
Reduced
46
Closed
15
Calls
$867K
Puts
Net Calls
+$867K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
126
TCI Wealth Advisors
Arizona
$9K
TCM
127
Tradewinds Capital Management
Washington
$7K
AIM
128
Advantage Investment Management
Iowa
$7K +$6.21K +150 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$7K +$6.99K +169 New
TCOV
130
Trust Company of Vermont
Vermont
$6K
CG
131
Cutler Group
California
$5K -$13.2K -318 -72%
JFA
132
JNBA Financial Advisors
Minnesota
$2K
PK
133
Pflug Koory
Nebraska
$2K
VCM
134
Versant Capital Management
Arizona
$2K
YWP
135
YorkBridge Wealth Partners
New York
$2K
Parallax Volatility Advisers
136
Parallax Volatility Advisers
California
$1K -$83.2K -2,012 -99%
ACM
137
Americafirst Capital Management
California
-$1.32M -33,344 Closed
MWNA
138
Marshall Wace North America
New York
-$1.06M -26,424 Closed
GCP
139
GSA Capital Partners
United Kingdom
-$969K -24,475 Closed
JGUA
140
John G. Ullman & Associates
New York
-$826K -20,850 Closed
Principal Financial Group
141
Principal Financial Group
Iowa
-$336K -8,477 Closed
DTL
142
Dynamic Technology Lab
Singapore
-$237K -5,981 Closed
JG
143
Jefferies Group
New York
-$229K -5,787 Closed
CMBA
144
C.M. Bidwell & Associates
Hawaii
-$173K -4,380 Closed
DADC
145
D.A. Davidson & Co
Montana
-$158K -4,000 Closed
Fuller & Thaler Asset Management
146
Fuller & Thaler Asset Management
California
-$135K -3,400 Closed
AIM
147
Acrospire Investment Management
Illinois
-$42K -1,056 Closed
PG
148
PEAK6 Group
Illinois
-$10K -249 Closed
Creative Planning
149
Creative Planning
Kansas
-$8K -205 Closed
AC
150
Alexandria Capital
Virginia
-$4K -113 Closed

OTTR Hedge Fund Activity: Q3 2017 in Review

136 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2017, worth a combined $704M — up 11% from $634M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of OTTR and 11 opened new positions — a net loss of 4 holders — while 46 trimmed existing stakes and 44 added.

The largest buyer was Vanguard Group, adding an estimated $5.32M. The largest seller was Deutsche Bank, cutting an estimated $1.92M.

  • 136 institutional investors held Otter Tail (OTTR) as of Q3 2017, down from 142 in Q2 2017.
  • Funds reported $704M of Otter Tail stock for Q3 2017, up 11% quarter-over-quarter.
  • 11 funds opened new Otter Tail positions in Q3 2017 and 15 closed out, a net change of -4 holders.
  • The largest Otter Tail buyer in Q3 2017 was Vanguard Group, an estimated $5.32M added.
  • The largest Otter Tail seller in Q3 2017 was Deutsche Bank, an estimated $1.92M sold.

Based on aggregated 13F filings for Q3 2017.