Otter Tail
OTTR
140 hedge funds and large institutions have $514M invested in Otter Tail in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 28 reducing their positions, and 15 closing their positions.
1,645% more call options, than puts
Call options by funds: $1.2M | Put options by funds: $69K
129% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 28
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
8% more capital invested
Capital invested by funds: $476M → $514M (+$38.1M)
2% more funds holding
Funds holding: 137 → 140 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Teachers Advisors
New York
|
+$7.33M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.55M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.88M |
| 4 |
Renaissance Technologies
New York
|
+$2.65M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$2.77M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$1.41M |
| 3 |
Millennium Management
New York
|
-$1.31M |
| 4 |
Two Sigma Investments
New York
|
-$1.08M |
| 5 |
AP
AHL Partners
London,
United Kingdom
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CMBA
151
C.M. Bidwell & Associates
Honolulu,
Hawaii
| – | -$20K | -610 | Closed |
|
|
PCM
152
Prelude Capital Management
New York
| – | -$20K | -590 | Closed |
|
153
JP Morgan Chase
New York
| – | -$12K | -368 | Closed |
|
|
CB
154
Community Bank
Dewitt,
New York
| – | -$8K | -250 | Closed |
|
|
JFA
155
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1K | -40 | Closed |
|
OTTR Hedge Fund Activity: Q3 2016 in Review
140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Otter Tail (OTTR) for Q3 2016, worth a combined $514M — up 8% from $476M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new OTTR positions and 15 closed out — a net gain of 3 holders — while 64 added to existing stakes and 28 trimmed.
The largest buyer was Teachers Advisors, adding an estimated $7.33M. The largest seller was Macquarie Group, cutting an estimated $2.77M.
- 140 institutional investors held Otter Tail (OTTR) as of Q3 2016, up from 137 in Q2 2016.
- Funds reported $514M of Otter Tail stock for Q3 2016, up 8% quarter-over-quarter.
- 18 funds opened new Otter Tail positions in Q3 2016 and 15 closed out, a net change of +3 holders.
- The largest Otter Tail buyer in Q3 2016 was Teachers Advisors, an estimated $7.33M added.
- The largest Otter Tail seller in Q3 2016 was Macquarie Group, an estimated $2.77M sold.
Based on aggregated 13F filings for Q3 2016.