Otter Tail
OTTR
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.
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: 140 → 143 (+3)
2% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$9.42M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$6.27M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.17M |
| 4 |
Morgan Stanley
New York
|
+$3.73M |
| 5 |
Renaissance Technologies
New York
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$5.75M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$2.83M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$1.86M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$1.63M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
151
Freedom Investment Management
Hartford,
Connecticut
| – | -$317K | -9,177 | Closed |
|
|
RJA
152
Raymond James & Associates
St Petersburg,
Florida
| – | -$276K | -7,980 | Closed |
|
153
SG Americas Securities
New York
| – | -$228K | -6,585 | Closed |
|
|
CPIG
154
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$21K | -612 | Closed |
|
|
IA
155
IFP Advisors
Tampa,
Florida
| – | -$18K | -508 | Closed |
|
|
FNBSF
156
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| – | -$17K | -500 | Closed |
|
|
MWP
157
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$8K | -233 | Closed |
|
|
ACH
158
ArrowMark Colorado Holdings
Denver,
Colorado
| – | -$2K | -48 | 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.